Preliminary data for October Class 8 truck net orders shows mixed results, with FTR reporting 28,300 units, a 14% decline from September but a 2% increase year-over-year. This figure is below the seasonal average of 33,940 units. FTR attributes the cautious ordering behavior to stagnation in the truck freight market, with replacement demand levels averaging 21,211 orders monthly in 2024, up 11% annually. Meanwhile, ACT notes a 5.2% annual drop in orders, highlighting a 30% month-to-month decline in Class 8 orders from September. Overall, the market reflects inconsistent demand across various sectors.

Source: https://www.logisticsmgmt.com/article/preliminary_october_class_8_net_orders_are_mixed/