Preliminary net trailer orders in the US for the first two months of 2025 dropped about 3,700 – 17 per cent – according to ACT Research.
The 18,000 orders for January-February 2025 were down about 14 per cent compared to February 2024.
Seasonally adjusted, the February 2025 figures were 17,000 units, roughly 12 per cent below January’s seasonally adjusted intake.
“A sequential drop in net orders was expected, as we move toward the weaker order months of the annual intake cycle, and from that perspective, February did not disappoint,” said ACT Research Director CV Market Research & Publications, Jennifer McNealy.
“It’s also no surprise that data are lower than the February 2024 intake, given the uncertainty currently plaguing the US commercial vehicle industry and the economy at large.
“Despite the ambiguity that continues to buttress the trailer market pause we’ve seen for the last year, made worse by the constant policy shifting of the last few months, orders are expected to be placed but at a subdued level throughout 2025.
“That said, this is not a shift in ACT’s expectations, as weak trailer demand is the result of weak for-hire truck market fundamentals, low used equipment valuations, relatively full dealer inventories, and high interest rates impeding stronger activity in the near term.”
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