ACT Research Co.

Accuracy matters in uncertain times. That's why ACT Research is the industry leader in commercial vehicle and economic forecasting. Award-winning economist, best-in-class reports, and industry forecast accuracy. Now, more than ever, depend on ACT Research. https://hubs.la/Q03bjNm60

[March N.A. CV OUTLOOK Update] - After the strong end to 2024, with Class 8 orders booked at a 357k SAAR in Q4, the past two months have largely been defined by trade and economic policy uncertainty, which have thrown a wrench into business planning. Read more from the March update here: https://hubs.la/Q03bJBQt0

Chaos Equals Cash?? Corey Eisen shares insights from the leasing perspective, emphasizing how market disruptions can create short-term opportunities for rental and leasing businesses. This concept, encapsulated in the phrase "Chaos Equals Cash," highlights the potential for growth in turbulent times. Hear more from Corey Eisen (TEN Cool), Ken Vieth, and Jennifer McNealy in the latest TEN x ACT Research Fireside Chat episode here: https://hubs.la/Q03bjGcP0

Do you feel shrouded in a cloak of uncertainty? There's chaos all over the business landscape as Trump 2.0 changes our world. After talking (a lot) with my friends at ACT Research Co. about chaos surrounding the trucking, freight, transportation, and commercial vehicle markets, I came up with 10 factors to focus on to avoid being average amid the uncertainty. https://lnkd.in/e-3awGHg #trucking #trump #tariffs #freight #transportation #management

Corey Eisen's key takeaway from Market Vitals: The Current & Future Health of the Industry ?? Uncertainty. Want more insights on what’s impacting the industry? Get the highlights and hear from Corey Eisen (TEN Cool), Ken Vieth, and Jennifer McNealy in the latest TEN x ACT Research Fireside Chat episode here: https://hubs.la/Q039xBV20

[December Used Truck Sales Summary with ACT Research & The National Star Route Mail Contractors Association ] - Gain a better understanding of the used truck market, especially as it relates to changes in near-term performance. Our State of the Industry: U.S. Used Trucks Classes 3-8 report and database covers an estimated 40% of the used truck market. With original equipment manufacturer (OEM) remarketers, various-sized dealerships, fleets, leasing, financing, and independent dealerships reporting transaction-level data monthly, this report, combined with our other work, provides insight into the total capacity of the market. Access the December Used Truck Sales Summary (pg. 26) in the February Star Carrier publication here: https://hubs.la/Q039vGY00 #UsedTrucks, #Trucking #semitruck #transportation #trucking, #ACT, #ACTResearch

Classes 5-8 Vehicles Update ?? February preliminary North America Class 8 net orders were 18,300 units, down 34% y/y. “After the strong end to 2024, the past two months have largely been defined by trade and economic policy uncertainty, as the new administration has thrown a wrench into business planning,” shared Carter Vieth, Research Analyst at ACT Research. He continued, “Whether the slowdown in orders is a result of moderating economic activity or a response to the newfound uncertainty remains an open question. In February, Class 8 orders dropped 34% y/y to 18,300 units. Seasonally adjusted, Class 8 orders fell 28% from January to 16,700 units (198k SAAR), the lowest SA reading in almost two years.” Regarding medium duty, he added, “MD Classes 5-7 orders continued their slowly deflating trajectory into still historically elevated (if less so) truck and bus backlogs. ACT's preliminary look at February NA Classes 5-7 orders puts the month's volume at 17,100 orders, down 11% y/y.”

[March State of the Industry: Classes 5-8 Vehicles Preliminary Update] - Preliminary Class 8 Net Orders Stepped Back Further in February February preliminary North America Class 8 net orders were 18,300 units, down 34% y/y. Read more from the update here: https://hubs.la/Q039vvwj0

?? Episode 2 of the TEN x ACT Research Fireside Chat is Available! Filmed live at our Market Vitals Seminar (Feb 19-20, 2025), this episode brings together industry experts Corey Eisen (TEN Cool), Ken Vieth, and Jennifer McNealy (ACT Research) to tackle the most pressing issues shaping the transportation sector. What’s impacting the industry? Get the insights you need to stay ahead. ?? Watch now: https://hubs.la/Q039tW8t0 #ACTResearch #TENLeasing #FreightIndustry #TrailerMarket #EconomicForecast #SupplyChain #FleetManagement

?Day 2 of Market Vitals Seminar Featured Economic and CV Market Updates? Day 2 included a freight, Class 8, and trailer market update and forecast presented by Tim Denoyer, VP and Senior Analyst at ACT Research, Kenny Vieth, President and Senior Analyst at ACT Research, Jennifer McNealy, Director–CV Research Analysis & Publications at ACT Research, and Carter Vieth, Research Analyst at ACT Research. According to Denoyer, “For-hire capacity is contracting, and private fleets are slowing, with Class 8 tractor capacity still growing slightly. Rates will be driven by tighter supply this year.” “A big theme of 2025 is a weak tractor market versus a strong vocational market. For-hire carriers are still cash constrained, and inventory correction doesn’t support higher tractor build rates. On the vocational side, there is stimulus money yet to be spent, good visibility into continued end-market strength, and longer asset life cycles,” added Carter Vieth. There are economic and freight improvements, but does that equal a trailer industry uptick? According to McNealy, “Not yet.” She continued, “We have seen an increase in trailer net orders recently, but we’re also in the stronger intake months of the order season, so it’s not yet clear if there is an increase in demand or just cyclicality at play. 2025 is on target to be subdued, but a rebound is coming.” Save the date for the next ACT Research Market Vitals Seminar on August 20-21, 2025: https://hubs.la/Q038ShZn0