Word from vendors I have talked to or heard about from vendors that know them indicate it is slow. Comments like "Each sale comes hard these days." or "(sleeper manufacturer name) has cut back to a four day work week." or "(dealer name) has built zero custom expedite trucks this year" are shared.
Beyond expedite trucks, my reefer dealer tells me generator and reefer sales have slowed, partly due to California regulatory actions and/or the lack of regulatory clarity.
Publications that report truck sales levels show sales have declined. Shift eliminations and factory layoffs have been announced by truck manufacturers. Financial reports from publicly held trucking companies are currently talking about excess capacity (too many trucks out there). That suggests the big buyers will not be buying trucks at previous rates.
I think it is fair to say that truck and truck component dealers have seen better days than they are seeing today.
