Class 8 truck orders plunge 36% as EPA uncertainty rattles fleets
North American Class 8 truck orders declined 36% year over year in October due to regulatory uncertainty, equipment costs and tighter fleet budgets, FTR said. The post Class 8 truck orders plunge 36% as EPA uncertainty rattles fleets appeared first on FreightWaves .
October saw a 36% year-over-year decline in North American Class 8 truck orders, according to FTR Transportation Intelligence data. Trucking fleets are facing regulatory uncertainty, rising equipment costs, and pressure on operating margins. Analyst Dan Moyer suggested that fleets may be reallocating their capital spending towards trailers instead of tractors in the short term.
Despite the drop in orders, year-to-date Class 8 truck orders have increased by 74% compared to the same period in 2025. However, combined September and October orders decreased by 20% compared to the same period in 2025. Moyer noted that the earlier wave of truck purchases ahead of anticipated 2027 emissions requirements has already taken place, and current orders are now driven by fleet profitability, capital spending priorities, and regulatory certainty.
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