New orders for heavy trucks jumped 21.6 percent in September from the previous month, FTR Associates reports.
But many truckers are still waiting for signs of a more stable economic recovery before replacing older vehicles, the Nashville, Ind.-based firm said.
The research firm released preliminary data showing September Class 8 truck total net orders for all major North American truck makers at 14,872.
September's increase represented a strong leap in demand from the summer. Net truck orders rose 8.3 percent in August from July. Year-over-year, orders were up 38.8 percent in September, compared with a 16.8 percent increase in August.
Despite the strong month-to-month increase, FTR Associates believes many carriers are still reluctant to order replacement vehicles or add new capacity.
The September orders "aren't indicative of any significant shift in fleet buying plans that would result in strong growth next year," said Eric Starks, FTR president.
"If orders don't come in close to 20,000 in October and higher in November, that will be evidence in our view that many fleets continue to sit on the sidelines."
October and November are typically the strongest in the buying cycle, he said.
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