Recent trailer data released by ACT Research and FTR Transportation Intelligence showed net trailer orders improving compared to October but below seasonal expectations, as fleets prioritize spending on Class 8 tractors. ACT Research reported November net trailer orders rose 23% to 20,800 units. Year-to-date orders are at 139,100 units, down 34% compared to November 2023’s total ytd orders at 211,000 bookings. While bookings rose, so did the order backlog. Jennifer McNealy, director – CV market research and publications at ACT Research, said in the release, “For the first time in nearly a year, order intake outpaced build, and by about 6,700 units. As a result, backlogs expanded almost 11% sequentially in November.”
