North American truck orders increased by 4 % in August in August (M/M) but decreased by 14 % on an annual basis (Y/Y), which represents the eighth consecutive month of the annual decline, according to Indiana -based Bloomington, FTR.
Through the numbers, the total elementary net orders of the 8 -year -old trucks and tractors of North America amounted to 13,000 units, which were much less than the average August 10 of 23,135 units.
FTR said these results reflect the continuation of caution from the fleet amid commercial frictions, the fluctuation of tariffs, and the broader economic uncertainty that weighs on the demand for shipment. As with all economic statistics, initial requests may be estimated and subject to review when FTR issues its final data in the middle of the month as part of the Outlook service for trucks and trailers in North America.
For the request for 2025 (September 2024-August 2025), cumulative requests decreased by 15 % on an annual basis, indicating the opposite winds to plan OEM production and suppliers. In the absence of a recovery in the basics of charging, the fleet order activity is expected to remain silent with the opening of requests for requests 2026 this month, which limits the capacity additions in the short term and delay the recharge rate recovery.
“The truck and tractors market in the 8 -category is facing 8 increasing pressure from the customs tariffs, the inventory near the registry, the uncertainty, and the weak demand for shipment,” Dan Muair, the chief analyst of commercial vehicles, said in a statement.
Federal fluctuations increase the installation of markets. “The increases in the customs tariff imposed on August 7, the costs on the main vehicles, parts and inputs. Copper.
Another factor is the uncertainty in the country’s pollution standards. He said: “The uncertainty over 2027 standards of the Environmental Protection Agency from nitrogen oxides already delay some of the fleet purchases and reduce demand for the near term, while the pressures of customs tariffs may increase the suppression of the demand activity 2026.” “The fleets extend the truck’s life and incur higher maintenance costs. Suppliers are avoided through enlarged inputs and unexpected demand. Traders tend to equip the equipment and service used. OEMS face profitability, fluctuating tables, and the largest exposure to the supply chain. Until the identification and organizational paths are clarified, and expectations will remain uncomfortable.”
