Preliminary North America Classes 5-7 net orders rose 27% year-over-year to 20,200 units in September, according to ACT Research. Medium-duty order activity has averaged 19,500 units per month in 2026, just above the long-term average, as the segment continues to rebound from a very weak 2025. Complete industry data for September, including final order results, will be published by ACT Research in mid-October.
“Medium-duty’s recovery this year appears to be more of a reversion to the mean than robust growth, with dealer inventory stocking ahead of upcoming regulatory costs in 2027 likely behind some of the recent order strength,” Carter Vieth, research analyst at ACT Research, said. “The resilience of the US economy and still-strong consumer spending, despite rising inflationary pressures, have also aided medium-duty demand in 2026.”
