North American Class 8 orders in November hit 33,000 ... we are not going to see order activity at above replacement levels,” Tam said. “We still see an industry beset by supply challenges ...

North American Class 8 truck orders came in below prior-year ... This was the lowest order total since May 2020, when activity cratered due to coronavirus pandemic shutdowns.

Meanwhile, FTR said its data had September order activity up even higher—169% over the previous month and plus-102% year-over-year, with Class 8 orders totaling 254,000 units for the last 12 months.