dry vans

Specialty trailer orders show strength as vans and reefers lag

Improving orders for specialty trailers mostly account for two consecutive months of improving equipment bookings. The pace of dry and refrigerated trailers orders lagged.

October U.S. trailer net orders rose by more than 6,000 units over September, their highest level since December 2022. Still, the 34,400 orders reported by FTR Transportation Intelligence were down about 21% compared to October a year ago.

Manufacturers built about 4% more trailers in October than September. But trailing net...

https://www.freightwaves.com/news/specialty-trailer-orders-show-strength-as-vans-and-reefers-lag

Wabash Q3 profits rise as revenue falls

A favorable product mix and strong results from parts and services, tanks and truck bodies helped Wabash post solid third-quarter earnings while dry van sales fell as consumer spending on goods slowed.

Wabash is realizing efficiencies from the multiyear reorganization of its business into two units — one for van and body production across first- to final-mile products and one that focuses on growing parts and service revenue.

Long-term supply deals like one Wabash announced with J.B. Hunt...

https://www.freightwaves.com/news/wabash-q3-profits-rise-as-revenue-falls

FreightWaves Classics/Pioneers: August Fruehauf and his trailers changed trucking (Part 2)

In Part 1 of this article, an overview of how August Fruehauf began the Fruehauf Trailer Company was provided. In Part 2, information about the various types of trailers that Fruehauf pioneered are provided. FreightWaves Classics thanks Ruth Ann Fruehauf for her contributions, as well as the Fruehauf Trailer Historical Society for information and photographs that contributed to this article.

Different types of trailers

The following paragraphs provide information on the key types of trailers...

https://www.freightwaves.com/news/freightwaves-classicspioneers-august-fruehauf-and-his-trailers-changed-trucking-part-2

Wabash National bets big on dry vans, increases capacity by 20%

Wabash National Corp. is ramping down traditional refrigerated capacity and converting the floor space to add 20% more dry vans by 2023, counting on freight demand lasting well beyond the current peak.

“As we think about the past, present and future of our manufacturing footprint, we have found ourselves with demand [that] has exceeded physical capacity for the production of dry vans,” CEO Brent Yeagy said Wednesday on the company’s Q2 call with analysts.

Building dry vans to address demand...

https://www.freightwaves.com/news/wabash-national-bets-big-on-dry-vans-increases-capacity-by-20

Calm before the storm: Muted June trailer orders conceal coming boom

Muted orders for new trailers in June are hiding a coming boom in bookings when manufacturers open their order books for 2022.

“There is built-up demand that will quickly consume the slots that open up,” David Giesen, vice president of sales at Stoughton Trailers, told FreightWaves.”We have been full for a while, so new order intake has been very limited.  Demand is still very much there.”

At first glance, the order intake in June would suggest otherwise.

Preliminary reports from ACT Research...

https://www.freightwaves.com/news/calm-before-the-storm-muted-june-trailer-orders-conceal-coming-boom

Truck Talk: Trailer troubles edition

This week, we’re looking at how trailer industry leader Hyundai Translead is coping with a raft of supply chain issues preventing it from taking full advantage of demand, mixed signals on the Tesla Semi and some other electrification buzz.

An imperfect storm

You might think that trailer makers would be thrilled with month after month of strong orders. A bigger backlog is good, right? That’s not necessarily the case. We talked this week with Sean Kenney, chief sales officer at Hyundai Translead,...

https://s29755.pcdn.co/news/truck-talk-trailer-troubles-edition

December Class 8 orders rank fourth highest in history

Preliminary net Class 8 truck orders in December were the fourth highest in history at 50,900 units.

The surge in bookings reflects continued demand for consumer goods, an awakening of the manufacturing sector and robust fleet profits from tight freight capacity. A driver shortage is worsened by closed driving schools. Other drivers are sidelined because they failed drug tests. All of these factor into higher per-mile freight rates.

“As we at ACT [Research] can often be heard saying, ‘When...

https://www.freightwaves.com/news/december-class-8-orders-rank-fourth-highest-in-history

Trailer orders dip in November but strong demand continues

New trailer orders dipped in November after two near-record months. But even with the pullback, the September-November total added up to the second-best three months in industry history.

“The last few months have been extremely strong for demand and order intake,” Dave Giesen, vice president of sales at Stoughton Trailers, told FreightWaves. “The backlog is filled into Q4.  We will wait for the supply chain to catch up before we continue quoting as this is a long way out.”

After the COVID...

https://www.freightwaves.com/news/trailer-orders-dip-in-november-but-strong-demand-continues

Trailer orders top 50,000 units for second straight month in October

Preliminary orders for new trailers topped 50,000 for the second consecutive month in October. Fleets booked equipment to replace older units, add capacity in a consumer goods-driven freight boom and out of concern that material shortages may crimp trailer production.

After setting a record for the second-highest monthly orders in history in September, bookings for new trailers rose to 56,500 units in October, 9% higher month over month and 68% greater than October 2019, according to FTR...

https://s29755.pcdn.co/news/trailer-orders-top-50000-for-second-straight-month-in-october

Wabash National trailer order backlog suggests strong 2021

Wabash National Corp. (NYSE: WNC) saw a 37% increase in its order backlog between the second and third quarters. That suggests a strong 2021 — if Wabash can find enough workers to build the dry vans and last-mile truck bodies it makes.

“Labor rather than physical capacity is likely to be the most significant constraint across a vast array of manufacturers in 2021,” Wabash National CEO Brent Yeagy said on the company’s third-quarter earnings call Thursday.

“The labor market is unlike anything...

https://www.freightwaves.com/news/wabash-national-trailer-order-backlog-suggests-strong-2021

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