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

Family Ties Inside the Fleet Families Building Careers Across Generations
Three fleet families share what it really takes to work together, learn across generations, and keep business from following them home.
Read More →
Shades of Fleet Call for Voices: Fleet's Hidden Heroes
Fleet’s hidden heroes are often the ones keeping everything moving behind the scenes. September’s Shades of Fleet is looking for dispatchers, coordinators, parts specialists, and other support pros to share their stories.
Read More →
Truck Centers, Inc. Celebrates National Truck Driver Appreciation Week with $1,000 Fuel Card Giveaways
During National Truck Driver Appreciation Week, Truck Centers, Inc. is offering customers a chance to fuel up for free. Customers at all Truck Centers locations can enter to win one of four $1,000 fuel cards from Sept. 14 - 18.
Read More →
Fleet Guides, AI Time-Savers, Truck Tariffs & Fuel Strategy Lead the News
This week’s Truck Chat Cheat Sheet covers new fleet vehicle guides, practical AI use cases, U.S.-Canada truck production, mixed-energy strategy, and more.
Read More →
What Fleet Employers Are Missing When Hiring Veterans
What if some of the strongest candidates for fleet are already out there, but their experience is written in a language our industry does not always recognize?
Read More →
Automotive Fleet Opens 2026 Personal Use Survey for Commercial Fleet Managers
Less than two weeks left! Commercial and corporate fleet managers are invited to share how their organizations handle company vehicle personal-use policies, charges, and driver eligibility.
Read More →
What Resilient Fleets Do Differently When Conditions Change
Fleet resilience is about more than reacting to disruption. Lauren Fletcher talks with AP Fleet’s Alex Coveney about flexibility, planning, scaling, and what helps fleets adapt when business conditions shift.
Read More →
If We Want the Next Generation in Automotive, We Have to Give Them a Reason to Care
The automotive industry talks constantly about its workforce shortage. But before we can recruit the next generation, we may need to do a better job giving kids a reason to care about automotive in the first place.
Read More →
Ram ProMaster City Under $40K, Truck Tariffs, and AI Maintenance Lead the News
A sub-$40K commercial van, tariff questions, AI-powered maintenance, and a new EV production strategy headline this week’s Truck Chat Cheat Sheet.
Read More →Bob Adamsky Shares the Fleet Lessons You Usually Learn the Hard Way
After more than 30 years in fleet, Arrow International’s Bob Adamsky has learned that the job is about far more than vehicles. He shares the lessons he wishes every fleet manager could learn a little earlier.
Read More →
