Preliminary NA Class 8 net orders in January were 17,700 units, down 12% from December 2019, but up 10% from last January. Complete industry data for January, including final order numbers, will be published by ACT Research in mid-February.

“Weak freight market and rate conditions, as well as the residual backlog cushion, continue to bedevil new Class 8 order activity,” said Kenny Vieth, ACT’s president and senior analyst. “Notably, January’s year-over-year result is the first positive Class 8 order comparison in 15 months, and while actual orders in January were below the Q4 average, they were more closely aligned on a seasonally adjusted basis.”

ACT’s State of the Industry: Classes 5-8 report provides a monthly look at the current production, sales, and general state of the on-road heavy and medium duty commercial vehicle markets in North America. It differentiates market indicators by Class 5, Classes 6-7 chassis and Class 8 trucks and tractors, detailing measures such as backlog, build, inventory, new orders, cancellations, net orders, and retail sales.

Additionally, Class 5 and Classes 6-7 are segmented by trucks, buses, RVs, and step van configurations, while Class 8 is segmented by trucks and tractors with and without sleeper cabs. This report includes a six-month industry build plan, backlog timing analysis, historical data from 1996 to the present in spreadsheet format, and a ready-to-use graph package. A first-look at preliminary net orders is also published in conjunction with this report.