ACT Research July 2025 Class 8 Orders Reach 13200 Units

In an era marked by rapid changes in the transportation and logistics sectors, understanding the dynamics of Class 8 truck orders is crucial for stakeholders. Recent reports shed light on the current state of the market, revealing trends that could shape the future of the trucking industry. Dive deeper to uncover what these trends mean for manufacturers, fleets, and the broader economy.

As the heavy-duty truck market continues to evolve, it's essential to grasp the underlying factors driving these changes. In July 2025, the North American Class 8 truck market experienced a notable shift, with total orders reaching 13,172 units, reflecting a year-over-year decline of 2.1%. This report from ACT Research not only highlights the current statistics but also provides insights into the industry’s challenges and future outlook.

Class 8 truck market trends

July has marked a consistent decline in Class 8 truck orders for seven consecutive months, indicating potential underlying issues within the market. According to Carter Vieth, a research analyst at ACT Research, while tractor orders saw a modest increase of 6.6% year-over-year, this uptick is misleading due to the typically weak order volume of July and the prevailing economic uncertainties.

Significantly, vocational truck orders experienced a sharp decrease, totaling 4,858 units, which represents a 14% drop compared to the previous year. Several headwinds are contributing to this decline:

• Regulatory Uncertainties: The impending EPA'27 low-NOx regulations have left many fleets uncertain, causing a reduction in prebuying incentives.
• Economic Slowdown: Reduced activity in housing, manufacturing, and private construction has weakened demand across several sectors.
• Financial Constraints: Increased financing costs and tariff-related price hikes are discouraging new purchases, particularly in the vocational segment.

Medium-duty demand shows signs of weakening

The medium-duty segment is not immune to the prevailing economic challenges. Total orders for Classes 5-7 fell by 16% year-over-year, amounting to 13,159 units in July. This significant decline indicates a slowdown in demand over the past seven months, driven by elevated inventories and a more pessimistic economic outlook.

Particularly concerning for the medium-duty market is the slowing momentum in service sectors, which typically rely on these vehicles. As businesses grapple with rising costs and uncertain demand, the medium-duty market faces a critical juncture.

Understanding the state of the industry

ACT Research’s State of the Industry: NA Classes 5-8 report serves as a vital resource for stakeholders seeking a comprehensive overview of production, sales, and market conditions within North America's heavy- and medium-duty vehicle sectors. The report analyzes various metrics, including:

• Overall production rates
• Sales performance by manufacturer
• Market forecasts and trends

This monthly insight is invaluable for manufacturers, investors, and fleet operators, allowing them to navigate the complexities of the market effectively.

Projections for Class 8 truck orders in 2025

Looking ahead, the forecast for Class 8 truck orders remains cautious. Several factors are expected to influence market dynamics in 2025:

• Economic Recovery: A potential rebound in the economy could spur growth in truck orders, especially if regulatory uncertainties are resolved.
• Infrastructure Investments: Government initiatives aimed at infrastructure repair and enhancement might drive demand for vocational trucks.
• Technological Advancements: Innovations in fuel efficiency and autonomous driving technologies could impact purchasing decisions.

Class 8 truck sales by manufacturer

The competitive landscape of Class 8 truck sales is shaped by several key manufacturers, each striving to capture market share. The sales performance can vary significantly, influenced by factors like brand reputation, product offerings, and customer service. Understanding sales by manufacturer not only offers insights into market trends but also highlights areas for improvement and innovation.

Freight market update for 2025

The freight market’s health is intrinsically linked to Class 8 truck orders. As freight demand fluctuates, so too does the need for new trucks. In 2025, the freight market is expected to see several trends:

• Increased Demand for E-Commerce: The growth of online shopping is likely to bolster freight demand as more goods require transportation.
• Supply Chain Adjustments: Companies are expected to invest in logistics to ensure they can meet consumer expectations.
• Shifts in Freight Rates: Variability in fuel prices and economic conditions may influence shipping costs and logistics strategies.

Trucking industry forecast for 2025 USA

As we approach 2025, the trucking industry is poised for significant changes driven by both challenges and opportunities. The forecast suggests that while demand may fluctuate, key trends such as electrification, automation, and sustainability initiatives will gain traction.

Stakeholders should prepare for shifts in regulatory landscapes that may arise as governments prioritize environmental concerns, leading to increased investments in cleaner technologies.

Will trucking rates go up in 2025?

One of the pressing questions for industry participants is whether trucking rates will rise in 2025. Factors likely to affect these rates include:

• Fuel Prices: Volatility in fuel prices directly impacts operating costs, influencing freight rates.
• Labor Shortages: A persistent shortage of qualified drivers may push wages higher, subsequently leading to increased rates.
• Market Competition: The level of competition among trucking companies will also play a crucial role in shaping rate structures.

As we reflect on the current state of the Class 8 truck market, it becomes evident that understanding these nuanced trends is essential for making informed decisions in an ever-evolving landscape. By staying attuned to market dynamics, stakeholders can better anticipate challenges and seize opportunities as they arise.

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