Order-taking discipline by truck manufacturers continued in June, but don’t expect it to become permanent. OEMs depend on making engines, transmissions and aftermarket parts as well as new trucks..
“No one ever got rewarded for not selling trucks,” Kenny Vieth, ACT Research president, told FreightWaves on Wednesday. “Sales have historically been a battle for market share. If I’m vertically integrated, I’m not just selling a truck. I’m selling an engine and a transmission.”
New truck builds are...
https://www.freightwaves.com/news/heres-why-truck-manufacturers-current-order-discipline-wont-last