Commercial Truck Production Remains 'Constrained'

May 17, 2022

Supply chain constraints are hurting the North American trucking industry's ability to align vehicle production levels with demand, according to ACT Research.

"As a result, backlogs remain long and order volumes remain constrained. Until build rates" for commercial trucks "find additional traction, orders will largely mirror production levels."

Class 8 truck builds recently fell 8% below industry projections, according to ACT officials.

"Order activity deteriorated in April - down from its heretofore generally sideways movement."

ACT Research points to the Russia-Ukraine war and inflation as other factors that are impacting North American truck production.