Class 8 Orders:

In this in-depth market update from ACT Research’s 73rd Seminar, analysts unpack the current state of Class 8 truck orders heading into the critical Q3/Q4 buying season. Despite a modest uptick to 122,000 units over the last three months, inventory levels — especially in the vocational segment — remain near all-time highs, signaling ongoing hesitancy across much of the market. With major fleets still committed to replacement cycles, the OEM backlog is ~88% filled through year-end, providing some rare visibility. However, deeper market participation remains uncertain as private fleets pull back and economic headwinds persist. 🔍 Key Highlights: Inventory-to-retail ratio at 6.4 months vs. historical 3.9 254,000-unit forecast still achievable based on current backlog Large fleets remain active buyers for replacement Private fleets and vocational sectors show signs of retrenchment Q3/Q4 order season may see smaller-than-average seasonal bounce 📊 This session is essential for OEMs, suppliers, and fleet planners navigating a volatile Class 8 market with mixed signals heading into 2026. 🔗 Learn more at www.actresearch.net