“Seasonal adjustment takes dry van BL/BU to 8.3 months and reefers to 10.7, so either way one looks at it, with or without seasonal adjustment, this essentially commits the industry very deep into 2023,” McNealy said. “Evidencing the concerns about supply-chain constraints, March’s build per day declined 3% to 1,318 units per day, from February’s 1,359. That said, overall build rose 14% m/m due to three more build days in March than February, a 14% increase. Production growth continues its upswing, and our projections point to a continuation of that trend.”
ACT Research’s State of the Industry: U.S. Trailers report provides a monthly review of the current US trailer market statistics, as well as trailer OEM build plans and market indicators divided by all major trailer types, including backlogs, build, inventory, new orders, cancellations, net orders, and factory shipments.