Trailer Orders

Dan Moyer, senior analyst, commercial vehicles commented, "As we have discussed in the context of Class 8 truck orders, President-elect Trump’s plan to impose immediate tariffs on imports from Mexico, Canada, and China will add to the challenges. Those tariffs would significantly raise costs for fully assembled trailers imported from Mexico and Canada as well as for critical automotive parts sourced from these regions and China that are essential to U.S.-based trailer production. Resulting supply chain disruptions and/or cost increases could mean higher trailer prices, altered trade cycles and buyer demand patterns, and strains on fleet operator budgets.

Slightly elevated trailer dealer inventories might temporarily meet a short-term demand surge as buyers attempt to avoid higher costs, but the potential for increased costs for Class 8 tractors might prompt some fleets to continue prioritizing purchasing power units over trailers in the near term.”