Equipment Sector

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

Solid Demand in Commercial Vehicle Industry Constrained by Supply Chain Struggles

In its Commercial Vehicle Dealer Digest, ACT Research reported that despite solid demand metrics across the spectrum of medium- and heavy-duty vehicle types, industry capacity remains range-bound across a broad front of supply chain constraints. read more

ACT Research For-Hire Trucking Index: Trucking Stronger in September

The latest release of ACT Research’s For-Hire Trucking Index, which includes September data, showed an increase in volumes, pricing and capacity, with a lower but still strong supply-demand balance. read more

Commercial Vehicle Demand Remains Healthy as Supply Chain Constraints Persist

According to ACT Research, despite rock-solid demand metrics across the spectrum of medium- and heavy-duty vehicle types, industry capacity remains range-bound due to a broad front of supply chain constraints. read more

ACT Research: Used Class 8 Volumes Increase 5% M/M, Drop 25% Y/Y in September

According to the latest preliminary release of ACT Research’s State of the Industry: U.S. Classes 3-8 Used Trucks report, used Class 8 volumes (same dealer sales) increased 5% month over month but dropped 25% year over year in September. read more

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

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Terry Mulreany
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