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U.S./Mexico – SALES
U.S./Mexico commercial truck chassis sales increased +1.4% year-over-year (YoY) in March 2026 compared to March 2025. Year-to-date (YTD) sales are down -8.6%. Complete vehicle results were mixed, with Tractor sales down -21.9% YoY and -32.2% YTD, while Commercial Van sales increased +47.2% YoY and are up +13.0% YTD.
By cab type, results were mixed. Cutaway posted the strongest gain at +51.5% YoY, followed by Strip at +7.3%, while Conventional declined -5.2% and LCOE fell -18.7%. This points to improvement in selected incomplete chassis categories, although the YTD view remains softer overall, with only Cutaway positive through March.
By GVWR, the lightest segments were the strongest performers, with Class 2 sales up +54.3% YoY and Class 3 up +2.4%. Classes 4 and 5 also moved higher, increasing +12.4% and +7.3%, respectively. The clearest weakness remained in the heavier and upper-medium segments, where Class 6 declined -11.1%, Class 7 edged down -0.8%, and Class 8 fell -14.5% YoY. YTD results show the same general pattern, with Classes 2 and 3 positive while Classes 6, 7, and 8 remain down materially.
U.S./Mexico – SHIPMENTS
Truck chassis shipments in the U.S./Mexico region increased +4.1% YoY in March 2026, although YTD shipments remain down -8.4%. Complete vehicle shipments were mixed, with Tractor shipments down -5.3% YoY but still up +14.4% YTD, while Commercial Van shipments increased +25.2% YoY and are down only -1.8% YTD.
Cab type results were uneven but improved compared to February. LCOE posted the largest gain at +31.9% YoY and is up +36.4% YTD. Strip and Cutaway also increased, rising +19.1% and +15.2% YoY, respectively. Conventional was the only cab type to decline, down -3.1% YoY and -12.9% YTD. Overall, March shipment activity showed pockets of recovery, particularly in LCOE, Strip, and Cutaway, even as Conventional shipments remained weaker.
By GVWR, Class 2 shipments increased +52.5% YoY and are up +28.1% YTD, making it the strongest light-duty segment. Classes 3, 4, 5, and 7 also increased year-over-year, though their YTD comparisons remain negative. Class 6 declined -8.1% YoY and Class 8 fell -5.8%, although Class 8 remains positive YTD at +5.9%. Overall, March shipments were firmer than the YTD trend, but the cumulative results still point to softness across much of the medium-duty market.
Canada – SALES
Canadian commercial truck chassis sales increased +23.7% YoY in March 2026, with YTD sales up +26.3%. Complete vehicle sales were mixed, with Tractor sales down -33.4% YoY and -16.6% YTD, while Commercial Van sales increased +53.6% YoY and are up +38.5% YTD.
By cab type, all four configurations increased year-over-year. LCOE and Cutaway led the market, rising +41.8% and +40.1% YoY, respectively, followed by Conventional at +16.6% and Strip at +7.2%. YTD results were also positive across all cab types, with Strip up +182.4%, though that unusually large increase was supported by a much lighter prior-year comparison base.
By GVWR, most classes moved higher. Class 2 sales increased +207.9% YoY, reflecting a lighter prior-year comparison base, while Class 6 rose +70.1%, Class 7 increased +54.3%, and Class 3 gained +50.6%. Classes 4 and 5 also posted gains, up +40.6% and +5.0%, respectively. Class 8 was the only weight class to decline, down -20.1% YoY and -6.1% YTD. Overall, Canada’s sales results remained constructive in March, with gains spread across most cab types and weight classes, supported especially by Commercial Van activity and selected lighter- and medium-duty segments.
Canada – SHIPMENTS
Canadian truck chassis shipments increased +15.3% YoY in March 2026 and are up +25.0% YTD. Complete vehicle shipments were mixed, with Tractor shipments down -9.8% YoY and -58.9% YTD, while Commercial Van shipments increased +16.7% YoY and are up +3.8% YTD.
By cab type, most configurations increased year-over-year. Conventional posted the largest gain at +21.0% YoY, followed by Strip at +18.0% and Cutaway at +8.4%. LCOE was the only cab type to decline for the month, down -8.1% YoY, although it remains up +23.7% YTD. The cab type mix points to continued positive shipment activity overall, with the strongest monthly gains concentrated in Conventional and Strip.
By weight class, the largest increases were in Classes 3 and 4, which rose +284.0% and +129.3% YoY, respectively, though both results were influenced by lighter prior-year comparison bases. Class 7 also increased +39.7% YoY, while Class 8 rose +6.7% and Class 6 was flat. Class 5 declined -10.2%, and Class 2 fell -71.8% YoY despite remaining up +93.5% YTD. These results suggest Canada’s shipment growth in March remained positive overall, but the gains were concentrated in selected classes rather than evenly distributed across the market.
Summary Insights
March results show a modest improvement in U.S./Mexico activity compared to February, with monthly sales and shipments both moving higher year-over-year. However, YTD comparisons remain negative, indicating that March strength was not enough to offset weaker results earlier in the quarter. Commercial Van activity improved meaningfully in both sales and shipments, while Tractor sales remained under pressure. Canada continued to outperform on overall chassis sales and shipments, supported by broad gains across cab types and several lighter- and medium-duty classes, although some of the largest percentage increases were clearly aided by lighter prior-year comparison bases. In short, March data points to selective recovery in the U.S./Mexico market and continued momentum in Canada, but the YTD view still reflects an uneven first quarter across North American chassis activity.
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