Wabash CEO to Speak at ACT Research Seminar
Wabash (NYSE:WNC) has announced President and Chief Executive Officer Brent Yeagy will speak at ACT Research’s OUTLOOK Seminar 68.
Trailer Orders Down in December
ACT Research reports that preliminary trailer net orders closed on a softer note in December.
Issues Impacting Heavy-Duty Outlook
Supply-chain difficulties, COVID, inflation, high energy prices, robust freight and rates, and public policy continue to impact the heavy-duty outlook.
Trailer Orders Rebound in November
Preliminary reports show trailer net orders rebounded in November, as some OEMs began to further solidify their 2022 production plans.
Trailer Manufacturers Challenged by Staffing, Materials, Pricing
Component and material availability and staffing continue to be a significant problem for trailer manufacturers.
October Trailer Orders Down
October preliminary net trailer orders were down approximately 40% from September and off 70% from last year’s peak order month.
Commercial Vehicle Production Forecasts Downgraded
According to the North American Commercial Vehicle OUTLOOK, commercial vehicle production forecasts have been trimmed again.
Commercial Vehicle Production Forecasts Decline
According to the North American Commercial Vehicle OUTLOOK commercial vehicle production forecasts decline due to continued supply-side constraints.
Strong Commercial Vehicle Demand & Production Constraints
While the US economy and commercial vehicle demand remain strong, so do the constraints that have been hampering production.
Trailer Manufacturers Struggle with Capacity Issues
According to the ACT Research Trailer Components Report, trailer manufacturers are struggling with supply chain and staffing issues.
Trailer Orders for June 2021
Preliminary reports show trailer OEMs posted 11,100 net orders in June, 20% above May orders, but 19% below the same point last year.
Freight & Equipment Utilization Outlook
ACT Research’s mid-year 2021 indicators for the economy, freight, and equipment utilization remain strong.
Trailer Orders for May 2021
Trailer OEMs posted 8,800 net orders in May, off 39% versus April, but almost 170% better than the COVID-impacted level last year.
Trailer Orders for April 2021
US trailer orders for April 2021 fell nearly 52% from March but rose more than 3600% compared to the severely COVID-impacted April of 2020.
NA Commercial Vehicle Outlook
The ACT Research N.A. Commercial Vehicle Outlook is a forecasting report for the commercial vehicle and transportation markets.
Trailer Orders for March 2021
March 2021 net US trailer orders grew more than 13% from the previous month and rose 252%-plus compared to March of 2020.
Trailer Orders for February 2021
According to the ACT Research U.S. Trailer Report, net US trailer orders fell 16% in February 2021 but rose 88% compared to February 2020.
Trailer Orders and Backlogs Continue to Grow
Reports indicate that February’s net order volume of 24.2k trailers was up 82% from the same month last year.
Trailer Components Report – Trailer Backlog & Component Constraints
According to ACT Research’s Trailer Components Report, trailer net orders have pushed the industry backlog higher for the past seven months.
US Trailer Orders (Jan 20 vs Jan 21)
January 2021 net US trailer orders fell more than 30% from the previous month, but rose nearly 105% compared to January of 2020.
US Trailer Orders for November
Preliminary information for November indicates that the U.S. trailer industry booked 39,500 net orders for the month.