In this market pulse from ACT Research’s 73rd Seminar, we examine the Class 8 Tractor Dashboard — a comprehensive tool tracking 15 key economic, freight, and industry variables. What does it reveal? Despite a few positive signals in late 2024, the June 2025 reading is back to minus 11, flashing red for near-term Class 8 orders. ACT analysts walk through the dashboard’s predictive history and why, even with some improvement late last year, pent-up demand and overcapacity are keeping fleets cautious. Replacement orders may still flow, but expectations for growth-driven buying remain muted as the market waits for a true inflection point. 🔍 Key Takeaways: Dashboard combines macro, freight, and industry indicators Positive Q4 2024 trends reversed by mid-2025 June 2025 reading at -11 suggests soft Class 8 orders ahead Fleets hesitant to expand in an over-capacity environment Implications for OEMs and suppliers during order season 📉 For stakeholders in the heavy-duty truck market, this dashboard forecast is a critical lens into fleet sentiment, order timing, and strategic planning. 🔗 Learn more at www.actresearch.net
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Class 8 Outlook:
Why Fleets Aren’t Placing Orders Despite “Sunshine” Indicators | ACT Seminar 73
Sep 24, 2025
Market Vitals Podcast from ACT Research
Market updates and short-term outlooks from the go-to-resource for commercial vehicle and transportation analysis.
Market updates and short-term outlooks from the go-to-resource for commercial vehicle and transportation analysis.Listen on
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