February Net Trailer Orders Down 43% As Bookings Fall 26%
Preliminary February net trailer orders fell by about 10,000 units from January’s 23,300, a 43% month-over-month decline, according to TheTrucker.com.
“Sequentially, a drop in net orders was expected, as the industry transitions from the strongest to the weakest order months of the annual cycle,” said Jennifer McNealy, director CV market research & publications at ACT Research.
“Trailer makers now will begin to take fewer orders and start to work down the backlog that grew during the peak of order season at the end of the previous year, which in this year’s cycle started and ended later than usual, as fleet decision-making hesitance into late 2025 delayed the cycle a bit and caused a high-side surprise in January.”
The report notes that February bookings totaled 13,200 units—26% lower than February 2025. After seasonal adjustment, orders come to 12,300 units. Final figures will be released later this month, with preliminary estimates typically within ±5% accuracy.
“We now question when we will see 20k-plus-unit order intake months again, and how quickly trailer OEMs will build down the still-thin backlog, particularly given concerns about the level of activity in the key freight-generating economic sectors that drive transportation demand,” McNealy said.
Tyler Durden Fri, 04/03/2026 – 19:20
Source: https://freedombunker.com/2026/04/03/february-net-trailer-orders-down-43-as-bookings-fall-26/
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