Class 8 Truck Sales in June Increase for First Time in 2025

In June, U.S. Class 8 truck sales showed a notable year-over-year increase of 12.5%, reaching 20,392 units, up from 18,134 in June 2024. This growth also represented an 8.6% increase from May's 18,778 units. However, year-to-date sales still reflect a 5% decline compared to the previous year. Experts, including ACT Research Vice President Steve Tam, emphasize that production challenges have impacted supply, underscoring that sales growth may be tied to manufacturers pushing inventory before potential layoffs. While June's sales performance indicates resilience in customer demand, broader economic factors, such as inflation and capital budget constraints, might limit future purchases. Freightliner led the market with a substantial share, and notable increases were observed across several manufacturers, though some brands like Volvo and Peterbilt experienced declines. As the market remains uncertain, especially with a hesitant order pace, transportation stakeholders are advised to proceed cautiously, remaining aware of macroeconomic variables influencing the industry.

Expert opinion suggests that the fluctuations in truck sales are symptomatic of deeper issues within the freight market and broader economic landscape. The hesitancy in investment reflects not just immediate supply chain challenges but also long-term considerations around economic stability. For transportation professionals, it's critical to navigate these trends strategically, focusing on operational efficiencies and exploring options for fleet management amidst changing market demands.