Equipment Sector

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

Commercial Vehicle Industry Setup Unchanged as Hope Appears on Chip Shortage Front

According to ACT Research, the setup for the entire commercial vehicle industry remains unchanged, but major automotive CEOs recently reported that they believe the semiconductor shortage bottomed out in September and October. read more

YTD Class 8 Natural Gas Truck Retail Sales Gained 24% through August

For the first eight months of 2021, U.S. and Canadian Class 8 natural gas truck retail sales rose 24% year to date compared with the same time period in 2020, according to ACT Research’s recently released Alternative Fuels Quarterly. read more

ACT Research: Used Class 8 Sales Volumes Increase M/M for First Time in 6 Months

According to ACT Research, used Class 8 volumes (same dealer sales) were 1% higher month over month in September. Longer term, volumes were down 23% year over year but up 3% year to date. read more

Commercial Vehicle Supply Constraints Dictating Lower Production Forecasts

According to ACT Research’s recently released Transportation Digest, near-term signs of demand for commercial vehicles remain strong, while supply constraints are keeping ACT Research’s forecasts for the next year under pressure. read more

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Terry Mulreany
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