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Strong Class 8 orders meet limits of 2026 production
['Connor D. Wolf']
Transport Topics
(Ryan Collerd/Bloomberg)Key Takeaways: North American Class 8 truck orders totaled about 22,000 units in July, up 68%-75% year over year but down about 30% from June.
Analysts said stronger trucking fundamentals support demand, but full 2026 production backlogs and limited build slots constrained new orders.
Manufacturers and fleets await EPA action on proposed 2027 engine-rule changes, while 2027 order boards remain largely unopened.
North American Class 8 truck orders remained well above year-earlier levels in July as trucking industry fundamentals continued to improve, according to analysts.
But most 2026 production slots have already been spoken for, and manufacturers have yet to open 2027 order boards.