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FTR's Trucking Conditions Index surged to a record high in May, the analytics firm reports.
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March trailer orders posted an unexpected monthly jump, but demand still trails historical norms as fleets prioritize power units over trailing equipment.
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Strong freight rates push TCI to 10.2, but FTR expects fuel-price volatility to skew March results.
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Fuel prices aside, Class 8 demand remains elevated as freight fundamentals improve and fleets regain confidence in long-term investments.
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Strong freight rates, rising volumes and tighter capacity push trucking conditions higher, though diesel prices could temper gains in the near term, FTR cautions.
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FTR said preliminary Class 8 truck orders jumped 47% month over month and 159% year over year as improving freight conditions and clearer regulatory outlook boost fleet confidence.
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FTR says net trailer orders are flat month over month at 24,206 units, with 2026 orders still trailing last year.
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Improving freight rates and tighter capacity push FTR’s Trucking Conditions Index to its highest level in nearly four years.
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Based on data released in September, it looks like a tight driver supply might be closer than we thought.
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Isuzu’s new North American facility, situated on 200 acres in Greenville County, represents a $280 million investment.
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