Episode 5: TEN x ACT Research Fireside Chat – Navigating Trailer Demand in a Time of Uncertainty

In Episode 5 of the TEN x ACT Research Fireside Chat, recorded on June 26, 2025, we sat down with Jennifer McNealy of ACT Research for an in-depth conversation about the current state of the US trailer market. Representing TEN, Don White and Jeff Egle shared insights from both the market data and the real-world conversations we’re having every day with OEMs, fleets, and leasing companies.

As economic and regulatory uncertainty continues to impact the transportation industry, we’re seeing firsthand how it’s reshaping demand and decision-making—particularly when it comes to dry vans and reefers.

Watch the full conversation here to hear how these dynamics are unfolding across the industry: https://youtu.be/GeqZduFdvXQ?si=Polcr75lCXBwWrh_

Key Takeaways from the Conversation:

• Uncertainty is driving short-term leasing and delayed decisions
• Replacement demand is steady, but growth is on pause
• Tariffs are accelerating a short-term ordering surge

As fleets work to balance operational needs, financial risk, and future planning, one thing is clear: flexibility has never been more important. At TEN, we’re seeing increased demand for scalable, short-term solutions that help businesses stay agile in a changing landscape.

Stay tuned for more insights as we continue to explore the factors shaping the commercial vehicle market.