U.S. trailer orders declined in June, while cancellation rates improved, according to ACT Research’s latest State of the Industry: U.S. Trailers report. Net U.S. trailer orders totaled 13,500 units, down approximately 7,300 units from May. That represented a 35% month-over-month (M/M) decline. Orders were also nearly 9% below June 2025 levels. Trailer Orders Slow Seasonally “After delivering counter to cyclical expectations results the past three months, net order intake in June slowed in seasonal fashion,” said Jennifer McNealy, director of commercial vehicle market research and publications at ACT Research. “Net U.S. trailer orders in June were 13,500 units, down about 7,300 units from May, a 35% month-to-month decrease. Compared to June 2025, this year’s intake was 1,300 units lower, nearly a 9% decrease.” Key June trailer market results included: - Net U.S. trailer orders: 13,500 units. - M/M change: down 35%. - Year-over-year (Y/Y) change: down nearly 9%. - Cancellation rate: 1.0% of backlog, down from 1.9% in May. - Backlog: down 5% M/M. Trailer Cancellation Rate Improves ACT said June’s cancellation rate fell to 1.0% of backlog, returning to the upper end of its target range after reaching 1.9% in May. “June’s cancellation rate of 1.0%, as a percentage of backlog, dropped from ‘elevated’ territory, and now sits at the top of the target range,” McNealy said. “Still, it is an improvement from May’s 1.9% cancellation rate.” McNealy added that elevated cancellations continued across most trailer segments, indicating the issue remained broad-based. Trailer Backlog Falls 5% Net orders have exceeded trailer production during four of the first six months of 2026, according to ACT. June was an exception. Approximately 4,500 more trailers were built than ordered, reducing the industry backlog by 5% M/M. “June was one of the four, as about 4,500 more trailers were built than ordered, shrinking