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Story perspectives

Commercial Vehicle Outlook Dims Amid Profitability Challenges

9/3/2025

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Story summary
  • ACT Research updates its North American commercial vehicle market outlook due to low carrier profitability and stagnant freight rates.
  • Heavy truck orders decline amid tariff-driven inflation and policy uncertainty.
  • DAT Freight & Analytics notes a stable truckload market with no significant changes anticipated.
  • Carriers are shifting focus to specialized freight to enhance profit margins.