Equipment Sector

Commercial Vehicle Cancellations Spike Despite Solid Demand

According to ACT Research, Class 8 cancellations in October and November rose significantly, especially compared with a largely steady run of non-event levels since April 2020. read more

ACT Research: Used Class 8 Sales Volumes Fall in November

According to ACT Research, used Class 8 retail volumes (same dealer sales) were down 15% month over month and 16% year over year in November. However, volumes were up 11% year to date. read more

ACT Research: November US Net Trailer Orders Down 84% M/M, Up 20% Y/Y

According to ACT Research, net U.S. trailer orders reached 32,103 units in November, marking an increase of more than 84% from October but a nearly 20% decrease compared with November 2020. read more

YTD Used Class 8 Retail Sales, Average Price and Age Up Through November

According to preliminary data from ACT Research, through the first 11 months of the year, used Class 8 retail volumes were 10% higher, average prices were 40% higher and average age was 1% higher compared with 2021. read more

New Sandhills Report Underscores Supply/Demand Trends Impacting the Aviation Industry

Sandhills Global released a new market report identifying noteworthy supply and demand trends within the used piston single aircraft category. The report is the first from Sandhills addressing the aviation industry. read more

ACT Research: Pressure Continues for New Commercial Vehicle Order Activity

According to preliminary data from ACT Research, North American Class 8 net orders in November were 9,800 units, while North American Classes 5-7 net orders dropped to 21,500 units, with both marks representing lower sequential and year-over-year readings. read more

ACT Research: Used Class 8 Retail Sales Volumes Fall M/M and Y/Y in October

According to ACT Research, used Class 8 retail volumes (same dealer sales) were 6% lower month over month in October. Longer term, volumes were down 20% year over year but up 13% year to date. read more

US Trailer Manufacturers Challenged by Material Supplies, Pricing and Staffing

According to this quarter’s issue of ACT Research’s Trailer Components Report, component and material availability continue to be a significant problem for trailer manufacturers, with the issue widespread and not contained to a small group of parts and materials. read more

ACT Research: U.S. Trailer Orders Slow Down in October

According to ACT Research, October net U.S. trailer orders of 17,405 units fell more than 38% from the previous month and were nearly 69% lower compared with October of 2020. read more

Commercial Vehicle Supply Constraints/Inflationary Ramifications Remain Front and Center

According to ACT Research’s recently released Transportation Digest, the front-and-center concerns of the commercial vehicle industry at the moment are supply chain constraints and the inflationary ramifications that flow from them. read more

GAMA: Business Jet Deliveries Increase Y/Y Through Q3/21

According to data from the General Aviation Manufacturers Association, turboprop, business jet and helicopter deliveries increased during the first nine months of 2021 compared with the same period of 2020, while piston airplane unit shipments were down slightly. read more

Commercial Vehicle Industry Continues to Face Supply Challenges Despite Strong Demand

According to ACT Research, with total Classes 5-8 build rates essentially stuck at the year-to-date average, the supply-demand setup for the entire industry remains unchanged, with rock-solid demand contrasting with range-bound industry capacity. read more

ACT Research: U.S. Class 8 Sales Volume Decreases 24% Y/Y in October

According to preliminary data from ACT Research, used Class 8 volume (same dealer sales) decreased 3% month over month and 24% year over year in October. However, through the first 10 months of the year, activity was 4% higher compared with a year ago. read more

ACT Research: U.S. Net Trailer Orders Down Significantly in October

According to preliminary data from ACT Research, October U.S. net trailer orders of 16,700 units were down approximately 40% from September and off 70% from last year’s peak order month. read more

ISM: Hospital PMI Reaches Highest Mark Since August 2020

Economic activity in the hospital subsector grew in October for the 17th consecutive month, according to the latest Hospital ISM Report on Business from the Institute for Supply Management. read more

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Terry Mulreany
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