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Mar 13, 2026 at 1:31 PMThe order activity in the heavy-duty truck sector shows signs of recovery, indicating growing optimism for the year 2026, according to ACT Research. According to the latest release of the North American Commercial Vehicle OUTLOOK, the order situation for Class 8 improved in January 2026. Orders amounted to 30,800 units, representing a 20% increase compared to the previous year. For February, preliminary orders of 46,200 units were reported, reflecting a year-over-year increase of 156%.
Causes for the increase in orders
Ken Vieth, President and Senior Analyst of ACT, attributes the increase in orders to several factors. He emphasizes that the rise in spot freight rates has strengthened the confidence of well-financed fleets. These fleets are expected to anticipate an improvement in market conditions in 2026, which is seen as a key factor for the rising order activity. Vieth points out that the recovery is primarily driven by supply factors rather than increased demand. This is attributed to the effects of a capacity reduction that has lasted over three years.
Additionally, Vieth highlights the importance of the clarification from the American Trucking Associations regarding the EPA’s NOx regulation. This announcement has bolstered confidence in the market and contributed to the revival of order activities.






