September 2026 Commercial Truck Guidelines

Market Healthy in August as Industry Prepares for Trade Returns

The 2027 model year has been backloaded, with heavy order volume early in the cycle not translating to proportional deliveries throughout 2026. This positions customers for elevated volumes in the fourth quarter. While cancellations could increase, fleet replacement cycles and driver recruitment needs suggest this scenario is unlikely absent a significant economic pullback.

Key Points:

• Heightened auction and wholesale activity points to inventory realignments
• Year-over-year pricing remains strong
• Trades should increase in Q4 as backloaded new truck deliveries increase