inventories
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Equipment
Feverish demand and lack of supply driving used truck prices skyward
A double whammy of few new trucks and fleets wanting upgraded equipment in a booming freight market is driving prices to a post-Great Recession peak.
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Maritime
Time to start prepping for Christmas shipping capacity crunch
With the retail inventory-to-sales ratio still falling, U.S. importers are urged to move fast on their holiday import plans.
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News
April Class 8 truck orders: Too much of a good thing?
Microchip shortages and skyrocketing commodity prices make it unlikely that any of the 33,500 new Class 8 trucks ordered in April will be built this…
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Company earnings
Flush with new models, PACCAR posts strong first-quarter financial results
PACCAR puts up strong Q1 numbers, including record parts sales that suggest the new truck backlog is boosting aftermarket sales.
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News
Transportation capacity near 2-year low; pricing surges
July supply chain survey confirms torrid pace of logistics recovery as transportation capacity remains in short supply and rates bound higher.
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News
Pandemic sparks 97% jump in e-commerce sales for Walmart
Walmart’s fiscal second quarter comes in well ahead of analyst expectations as e-commerce sales surge. The COVID-related inventory drawdown is a positive for trucking.
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News
What does Navistar loss portend for other truck manufacturers?
Navistar included only one full month of impact from the COVID-19 pandemic in its loss-making second quarter. How bad will it be for manufacturers who…
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News
Class 8 truck orders stagnate in May (Update)
Near-shutdown of Class 8 truck production in May resulted in stagnant orders as COVID-19 lockdowns took hold.
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Trucking
Unsold Class 8 truck inventories second highest since Great Recession
Swollen inventories of heavy-duty trucks must shrink or manufacturers will need to cut production further to keep the industry order bank from declining further, ACT…
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Trucking
Falling trailer bookings track muted tractor orders
A slower year of trailer production is expected as the equipment backlog waiting to be built fell in 11 of 12 months in 2019.
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