<ul data-eligibleForWebStory="false"><li>North American Class 8 truck orders fell to a 16-year low of 8,900 units in June, marking a 36% year-on-year decline and the weakest figure since 2009, reflecting reduced fleet activity and economic uncertainty.</li><li>Forging companies like Bharat Forge and MM Forgings are sensitive to truck demand changes, as they supply critical components for heavy-duty vehicles. Order levels suggest a potential cyclical bottom, awaiting clarity on economic conditions and regulatory policies.</li><li>Class 8 truck net orders for the 2025 season have fallen by 15% so far, with a year-to-date drop of 32% compared to a year ago, reflecting fleet operators' hesitance due to freight demand uncertainty.</li><li>The decline in truck orders is compounded by increased import tariffs on raw materials, impacting production decisions. Uncertainty looms due to potential delays in purchase decisions related to reconsidered emissions standards for heavy-duty trucks by the EPA.</li></ul>

North American Class 8 Truck Orders Fall To 16-Year Low In June; Bharat Forge, MM Forgings In Focus

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