June trailer orders increase 113% to 13827 units

As the trailer market experiences significant fluctuations, industry stakeholders are keenly observing the new trends shaping purchasing behaviors and production dynamics. The latest statistics reveal both opportunities and challenges for fleet managers, manufacturers, and suppliers alike. Understanding these trends is crucial for making informed decisions in an ever-evolving economic landscape.

In June, the U.S. trailer industry saw a remarkable surge in new orders, illustrating resilience despite underlying pressures. An in-depth look at these developments reveals not only the numbers but also the factors influencing this market shift.

Surge in New Trailer Orders Amid Market Dynamics

In June, new trailer orders in the U.S. experienced a significant increase, rising by an impressive 113% month-over-month to reach 13,827 units, as reported by FTR. This marks a staggering 157% increase compared to June 2024, a month that recorded one of the lowest order volumes since FTR began tracking these figures in 2013.

However, despite this promising spike, it is essential to note that June's total orders fell short of the 2025 monthly average, which stands at 16,134 units. As of mid-2025, the cumulative net new trailer orders reached 96,803 units, reflecting a 36% increase over the same period last year.

Production Increases, Yet Backlogs Remain

Amidst the rising orders, the production of trailers also saw a favorable uptick, with a 7% increase in June, resulting in a total production of 18,071 units. However, this figure remains 13% lower compared to the same month last year, demonstrating the ongoing challenges faced by manufacturers in meeting demand.

The current ordering cycle for 2025, spanning from September 2024 to June 2025, has yielded net trailer orders totaling 175,242 units. This figure is indicative of a 5% decline compared to the same period last year, averaging around 17,524 units per month.

• June production: 18,071 units
• Year-over-year production drop: 13%
• Cumulative 2025 production: 98,773 units
• Average monthly production: 16,462 units

With new trailer orders lagging behind production rates, industry backlogs have started to shrink, decreasing by 4,520 units to a total of 104,219. This represents a 4% drop from May and a notable 10% decrease year-over-year, resulting in a backlog-to-build ratio currently at 5.8 months.

Impact of Tariff Pressures on Fleet Purchasing Behavior

One of the notable factors influencing the current market dynamics is the impact of tariffs on material costs. Dan Moyer, senior analyst at FTR, highlights that the rising costs of materials, particularly steel and aluminum, have begun to shape purchasing decisions.

As tariffs on these materials have doubled to 50% since early June, manufacturers face a challenging dilemma. They must decide whether to absorb these increased costs or pass them on to fleet operators, which could significantly affect fleet expansion and maintenance strategies. This situation leads to:

• Increased costs for new trailers
• Potential delays in fleet purchases
• A shift towards refurbished units
• Exploration of alternative trailer configurations

The Growing Demand for Used Trailers

The heightened cost sensitivity in the market is driving a notable shift in demand towards used trailers and non-traditional options. Moyer points out that this trend reflects a broader adaptation to the current economic climate. Fleet managers are increasingly considering the implications of rising input costs, inconsistent production rates, and evolving regulatory challenges.

The demand for used trailers has surged as fleets look for cost-effective alternatives. This includes:

• Longer lifecycles for existing trailers
• Increased interest in refurbished equipment
• Adoption of innovative trailer designs

As the market continues to adapt, fleet managers are weighing numerous factors that influence their purchasing strategies. June's new trailer orders provide insights into these evolving behaviors, signaling both activity and caution within the industry.

Future Considerations for the Trailer Industry

Moving forward, several critical factors will shape the trajectory of the trailer industry. These include:

• The ongoing impact of tariffs on material costs
• Shifts in consumer demand for new versus used trailers
• Technological advancements in trailer manufacturing
• Environmental regulations influencing design and materials

Understanding these elements is vital for stakeholders aiming to navigate the complexities of market fluctuations. As the industry continues to evolve, staying informed about these trends will be crucial for making strategic decisions in the competitive landscape of trailer manufacturing and fleet management.

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