Truck Fleet Profit Improvement Points to Continued Commercial Vehicle Rebound
COLUMBUS, IN - A strong rebound in net margins for publicly traded truckload companies in the second calendar quarter is expected to fuel continued improvement in demand for heavy-duty vehicles and trailers.
COLUMBUS, IN - A strong rebound in net margins for publicly traded truckload companies in the second calendar quarter is expected to fuel continued improvement in demand for heavy-duty vehicles and trailers, according to ACT Research Co. (ACT). ACT is the leading independent source of analysis in the market for trucks and other commercial vehicles.
In the latest release of the ACT North American Commercial Vehicle Outlook, ACT projects full-year production of heavy-duty (Class 8) vehicles will be up 26 percent compared to 2009 and accelerate into 2011. Production of commercial trailers is expected to increase by 47 percent in 2010 and also post strong growth 2011. As it is closely tied to the health of the housing sector, the medium-duty vehicle sector continues to recover slowly.
"Trucker profitability rebounded sharply in the second quarter, fueled by tightening capacity and rising freight rates," said John Burton, vice president-transportation sector with ACT Research. "Even with modest economic growth, commercial vehicle demand should continue to rise as carriers appear to be replacing an aging fleet but not adding capacity. Demand for new heavy-duty vehicles continues to be well below normal replacement levels, meaning overall fleet capacity is shrinking due to scrappage and export of used tractors. This will allow truckers to retain pricing leverage and profits," added Burton.
For more information on ACT, visit www.actresearch.net.
More Operations

What Does a Potato Have to Do with Leadership?
From simple process improvements and creative problem-solving to the little moments that strengthen team culture, this conversation dives into the power of unexpected ideas and why innovation doesn't always arrive wrapped in new technology or a major initiative.
Read More →
Looking for a New Podcast for the Road? Start Here!
Looking for a new podcast? Truck Chat delivers fleet leadership insights, industry deep dives, AI discussions, innovations, and real-world stories.
Read More →Did You Know What You Don't See May Be Costing You Big?
As more employees choose personal vehicles (including hybrids and EVs) for business use, companies face new challenges around visibility, insurance, liability, and cost control.
Read More →
Veteran Voices in Fleet | How Military Service Shapes Fleet Leaders
Across every perspective, one message is clear: the experiences gained through military service continue to influence how veterans contribute to the fleet industry every day.
Read More →
The Fleet Lessons That Don’t Show Up on a Spreadsheet
From index cards to predictive maintenance, Robert Martinez shares the hard-earned leadership lessons that shaped nearly 40 years in fleet.
Read More →
People, Leadership & the Skilled Trades Opportunity | Weekly Cheat Sheet
People, data, leadership, and the skilled trades opportunity. See what's shaping fleets today in this week's Truck Chat Weekly Cheat Sheet.
Read More →
Everyone Thinks They’re a Fleet Manager
From oil changes to procurement decisions, fleet work is often underestimated by the very people who depend on it most. Bob Stanton makes the case for why communication, not just technical expertise, is one of the most important leadership skills in fleet.
Read More →
Turning Connected Vehicle Data Into Decisions That Matter
Fleet leaders have more data than ever, but turning that data into clear, actionable decisions remains a challenge. This white paper shows how leading organizations are using connected vehicle data to improve safety, reduce costs, and optimize fleet performance. Learn how to turn insight into action across your fleet.
Read More →
From Military Service to Fleet Leadership | Shades of Fleet
Military service ends, but the lessons don't. Hear how veterans are shaping fleet leadership through adaptability, teamwork, and mission-driven thinking.
Read More →Are You Tracking Your Fleet's True Total Cost of Ownership?
Bobit Business Media surveyed 190 fleet professionals and found that while most fleets are tracking costs, fragmented systems and data gaps are keeping true TCO visibility out of reach. With rising pressure to control spend in an increasingly volatile environment, the gap between what fleets think they know and what the data actually shows is wider than you might expect. See how your peers are managing costs today and where the industry still has room to improve.
Read More →

