Story perspectives

North American Truck Orders Plummet 44% Amid Trade Tensions

10/11/2025

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Summary

Story summary

North American Class 8 truck orders fell 44% year over year in September, totaling about 20,800 units.
Analysts attribute the decline to trade tensions, low carrier profitability, and uncertainty over new emission regulations.
A 25% U.S. tariff on imported heavy-duty trucks takes effect November 1, increasing fleet hesitancy as buyers delay purchases and seek efficiency.
Volvo Trucks North America remains optimistic about long-term prospects, citing fuel-efficient models and advanced connectivity.

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Story summary

North American Class 8 truck orders fell 44% year over year in September, totaling about 20,800 units.
Analysts attribute the decline to trade tensions, low carrier profitability, and uncertainty over new emission regulations.
A 25% U.S. tariff on imported heavy-duty trucks takes effect November 1, increasing fleet hesitancy as buyers delay purchases and seek efficiency.
Volvo Trucks North America remains optimistic about long-term prospects, citing fuel-efficient models and advanced connectivity.