Equipment Sector

ACT Research: Preliminary Data Shows M/M Surge in Trailer Orders in September

According to preliminary data from ACT Research, original equipment manufacturers posted 28,500 net orders in September, marking a 130% sequential surge compared with August but trailing September 2020 by 45%. read more

Supply-Side Constraints Again Dampen Commercial Vehicle Production Forecasts

According to ACT Research’s latest release of the North American Commercial Vehicle Outlook, near-term commercial vehicle production forecasts have been trimmed again amid continued supply-side constraints. read more

Navistar to Deliver First International eMV Trucks to Penske Truck Leasing

Navistar will make its first delivery in the U.S. of its full battery electric medium-duty trucks, the International eMV Series, to Penske Truck Leasing. read more

ACT: Preliminary North American Class 8 and MD Orders Pull Back in September

According to preliminary data from ACT Research, North American Class 8 net orders in September reached 27,400 units, while net orders for Classes 5-7 dropped to 24,500 units, with both numbers marking lower sequential readings. read more

ACT Research: August Used Class 8 Sales Volumes Shrink on M/M and Y/Y Basis

According to ACT Research, used Class 8 volumes (same dealer sales) were 4% lower month over month in August. Meanwhile, volumes were down 22% year over year but up 7% on a year-to-date basis. read more

Commercial Vehicle Supply Constraints Leads ACT Research to Cut Forecasts

According to ACT Research’s recently released Transportation Digest, North America’s commercial vehicle industry is experiencing material capacity constraints that are dictating the speed at which the industry can produce for the rest of 2021 and 2022. read more

ACT Research: U.S. Net Trailer Orders Rise 52% M/M, Fall 57% Y/Y

According to ACT Research, August net U.S. trailer orders reached 12,336 units, rising nearly 52% from the previous month but falling 57% compared with August 2020. read more

ACT Research: Commercial Vehicle Demand Still Strong, Supply Remains Constrained

According to ACT Research’s latest State of the Industry: NA Classes 5-8 Report, there has not been much change in the trajectory of macro data points that are influencing commercial vehicle demand. read more

ACT Research: Used Truck Volumes Fall 24% Y/Y in August, Prices on the Rise

According to preliminary data from ACT Research, used Class 8 volumes (same dealer sales) dropped 5% month over month and 24% year over year in August. Through the first eight months of the year, activity is 8% higher compared with the same period a year ago. read more

IDC: Worldwide Enterprise Applications Revenue Grew 4.1% in 2020

According to a new report from IDC, the enterprise applications market grew 4.1% year over year in 2020 with worldwide revenues reaching $241 billion. read more

DAT Truckload Volume Index Gained 2% in August; Shippers Face Challenging Peak Season

Truckload volume surged and spot and contract freight rates hit new highs in August as logistics managers stare down their most challenging peak shipping season yet. The DAT Truckload Volume Index (TVI) rose to 231 last month, up 2% from July and 17% higher year over year. read more

North America Crane Rental Market Revenue to Reach $5B by 2026

According to a recent study from market research firm Graphical Research, the North America crane rental market size is set to register a significant growth, growing from more than $4.5 billion in 2019 at a CAGR of more than 3% from 2020 to 2026. read more

IDC Forecasts Worldwide “Whole Cloud” Spending to Reach $1.3T by 2025

IDC forecasts "whole cloud" spending will surpass $1.3 trillion by 2025 while sustaining a compound annual growth rate (CAGR) of 16.9%. read more

ACT Freight Forecast: Stronger-for-Longer Peak, with a Series of Inflationary Events

The ACT Freight Forecast indicated that freight markets remain tight as we enter peak season with unprecedented containership backlogs. The chip shortage is easing but continues to slow equipment capacity growth. read more

Sandhills Report: Used Farm Ag & Truck Values Climb; Construction Values Steady

While inventory levels within Sandhills Global marketplaces have ticked back down in August after leveling off briefly, auction and asking values for used agricultural equipment and heavy-duty trucks are continuing a sharp ascent, according to a new Sandhills Global Market Report. read more

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