Overview

• June production plunged 35.6% year-over-year to 14,189 units, marking the industry’s largest monthly decline on record
• Exports fell 20.3% in June to 12,331 heavy vehicles as U.S. freight demand weakened
• Domestic retail sales tumbled 32.8% and wholesale purchases collapsed 66.8% in June amid fleet-renewal delays
• First-half output slid 24.1% to 77,397 vehicles—the lowest six-month total in five years—and shipments declined 13.6% to 68,148 units
• ANPACT cut its 2025 wholesale sales forecast from 45,036 to 35,935 units and is lobbying for incentives, clearer trade terms and infrastructure support