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United state Class 8 retail sales remained to pattern below the prior-year period with a 13 5 % drop in August, according to data from Wards Knowledge. Sales lowered to 17, 876 units from 20, 671 in August 2024
The most recent figures likewise revealed a 5 1 % consecutive decrease from the 18, 838 systems reported in July Year-to-date sales are down 7 % to 144, 756 systems from 155, 576
“In regards to mounting about our assumptions, you do see, on a sequential basis, the type of stagnation that we saw from July into August,” ACT Research Vice President Steve Tam said. “That per se is not awfully unusual. The reality that we’re down 13 or 14 percent points where we were this time in 2014, goes back to what’s taking place in the industry.”
Tam included that the slight freight development that has happened hasn’t sufficed to counter fleet ability. This ongoing imbalance, he pointed out, has actually put pressure on providers, especially when it involves make money due to the fact that prices are still reduced. Tam doubts carriers are seeing numerous chances to reinvest because of this.
[September N.A. CV OUTLOOK Update] – Economic and Regulatory Headwinds Lower Tractor and Vocational Demand
Learn more from the September update right here: https://t.co/BgZRo 1 BrJ 2 pic.twitter.com/ n 9 PFnypEQi
— ACT Study (@actresearch) September 11, 2025
“We hear that a lot of the supply that we’re acquiring was acquired pre-tariff, and so we’re absorbing that, and once that’s gone, then we’ll really begin to see the impact of tolls on inflation,” Tam claimed. “However it hasn’t happened yet. And then we’re also hearing stories– blended reviews I presume– in regards to exactly how the business are in fact handling tariffs.”
Wards showed that six of the seven major vehicle manufacturers experienced a year-over-year decrease. Freightliner, a brand name of Daimler Truck North America, declared the largest market share at 35 5 % with 6, 347 vehicles marketed, a 17 1 % decline from 7, 654 units the previous year. Western Celebrity, an additional DTNA brand name, saw sales decline 11 2 % to 916 devices from 1, 031
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“If you annualize the retails and see the retail pace at the moment, we can expect a reduced market in 2025 than in 2024, both in the U.S. and in Canada,” stated Magnus Koeck, vice president of approach, advertising and marketing and brand administration at Volvo Trucks The United States And Canada. “The retail market for straight trucks is still rather strong, while the over-the-road, and the sleeper market particularly, is dramatically slower than in previous years.”.
Koeck included that this has effects for Volvo given its focus on the longhaul segment. Incoming orders, he noted, have actually shown that the market is battling due to macroeconomic uncertainties, tariffs and a still-unclear photo of 2027 exhausts guidelines.
“The products prices are still reduced, and the profitability for carriers is still additionally low,” Koeck claimed. “However, our company believe that when the tide will transform, we at Volvo are extremely well-positioned with our new range of automobiles. Our longhaul, fuel-efficient, VNL tractor has actually been received extremely well out there, and we’re currently also starting sales of our regional-haul vehicle, the Volvo VNR.”.
“The retail market for straight vehicles is still rather strong, while the over-the-road, and the sleeper market particularly, is dramatically slower,” VTNA’s Magnus Koeck claims. ( Joe Howard/Transport Topics).
VTNA sales decreased 11 4 % to 1, 538 systems from 1, 735 Mack Trucks reported the only rise for the month, with sales rising 8 2 % to 1, 505 units from 1, 391 Mack and VTNA are brand names of Volvo Team.
“August retail sales declined both month over month and year over year, though remain straightened with our market expectations given current financial headwinds,” Mack Trucks North America Head of state Jonathan Randall stated. “The relentless weakness in freight markets and softening building costs continues to enhance fleet care as financial projections recommend below-trend development.”.
International Motors sales decreased 8 5 % to 2, 391 from 2, 612 Kenworth Vehicle Co. sales dropped 21 4 % to 2, 451 devices from 3, 119, and Peterbilt Motors Co. sales reduced 12 8 % to 2, 716 devices from 3, 115 Peterbilt and Kenworth are Paccar Inc. brand names.
“The freight market was currently pretty slow-moving; it has actually been for a number of years,” said Dan Moyer, elderly analyst of industrial automobiles at FTR Transport Knowledge. “There’s already been pass-through on some toll costs. Yet there’s most likely still a fair total up to go.
“There’s unpredictability pertaining to the EPA 27 NOx laws , there’s uncertainty related to prospective Area 232 tariffs on hefty- and medium-duty vehicles, and more.”.
Moyer included that these factors have boosted headwinds on retail truck need. He explains, however, that this has been a lot more obvious when it concerns truck orders and pointed out that inventories stay raised to near record levels.
“The market is just encountering headwinds now,” Moyer said. “If there is a tailwind, it would be the order season is about to open up, and maybe there’s some seasonality with retail sales being higher in the direction of the 4th quarter or whatnot, the latter months of the year. That will aid numbers boost. Orders, for the most part, retail sales, will go up in the coming months. However on a year-over-year basis, and even year to day, are still likely to be down especially.”.
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