May 2, 2011

Resources

Truck Order Backlog Grows - OEMs Impose New Surcharges

Transport Topics Magazine
As the backlog of orders for heavy-duty trucks has grown to levels not seen since late 2006, at least three of the four major vehicle manufacturers have announced commodity surcharges, with the extra fees as much as $975 a truck.

ACT Research Co., an independent analysis firm in Columbus, Ind., said on April 20 that Class 8 orders in March totaled 28,900 units, the fifth straight month that orders reached 25,000 or more. And this trend is driving the delivery backlog. “Given current production levels, this strong order volume pushed the Class 8 heavy-duty backlog to almost 108,000 units” at the end of March, ACT said. This is the largest backlog since December 2006.

Ryder’s First-Quarter Income Jumps

Transport Topics Magazine
Ryder System said Tuesday its first-quarter profit more than doubled from a year ago.

The Miami-based trucking and logistics company’s net income rose to $25.1 million, or 48 cents per share, from $12.4 million, or 23 cents, a year earlier.

Caterpillar World Dealer Sales Up 61 Percent Y/Y March ‘11

Dow Jones Business News

CHICAGO -(Dow Jones)- Worldwide retail sales of Caterpillar Inc.'s (CAT) construction machinery soared 61 percent in the first three months of 2011 from the year-ago period, as strong sales growth continued across all the company's geographic markets, according to dealer sales figures released Friday. March was the 11th straight rolling three-month period of sales expansion for the Peoria, Ill., company as it recovers from a steep decline in sales during 2009. During the February period, overall machinery sales increased 59 percent from a year earlier, and for the January period increased 49 percent.

NPTC on HOS: Hour of Service Proposals More Politics than Policy

FleetOwner.com
NPTC general counsel Richard (Rick) P. Schweitzer told Fleet Owner that the new HOS proposals - resulting from settlement of the third lawsuit by Public Citizen, the Teamsters and others - are “driven more by politics than policy or research.”

Public Citizen wants an 8-hour daily driving limit; FMCSA (the Federal Motor Carrier Safety Administration) is going for 10 hours; while the Teamsters say that fewer available work hours will result in more jobs.

Terex Goes Hostile with $1.3 bn Bid for Germany's Demag

Reuters
Frankfurt/New York, May 2 U.S. construction machinery maker Terex Corp announced a hostile bid for Demag Cranes on Monday, pushing shares of its German rival past the offer price as investors anticipated a bidding war.

Terex took its offer directly to shareholders after talks with Demag failed to secure a deal. Terex said it would pay 41.75 euros per share in cash, valuing its bid at 884 million euros ($1.31 billion).

Positive Outlook for Trucking Industry Tempered by Rising Operating Expenses

Fleet Maintenance Magazine
Nearly three-quarters (71 percent) of trucking company executives surveyed by GE Capital Transportation Finance expect business conditions to improve in 2011, but they are concerned about the impact of external and internal factors on their profit margins.

The rising price of diesel, a nationwide shortage of drivers and the twin costs of complying with government regulations and maintaining their own aging fleets are all significant concerns.

HD Commercial Trailer Orders up 21 Percent YTD, Shipments up 109 Percent Y/Y

Truckinginfo.com
Net orders and shipments of commercial trailers continued their robust performance during March, according to ACT Research. Net orders rose 21 percent from February levels, while shipments were more than 33 percent above the previous month. ACT also noted that shipments for the first quarter of 2011 were up 109 percent compared to the same quarter last year.

The solid, broad-based industry performance was reported in ACT's latest "State of the Industry: U.S. Trailers," published April 27. While all trailer categories are showing substantial improvement compared to last year, the dry van segment continues to set the pace, with shipments up 198 percent year-to-date.

FleetPride Opens 150,000 Sq Ft Distribution Center in Georgia

Manufacturing Close-Up
FleetPride, Inc., an independent aftermarket distributor of heavy-duty truck and trailer parts, announced the opening of its new 150,000 square foot regional distribution center in Lawrenceville, Georgia.

According to a release, located at 2406 Tech Center Parkway, this regional distribution center will service the heavy-duty transportation market in the southeastern U.S.

Oshkosh Corporation Reports Results for Fiscal 2011 Second Quarter

Business Wire Oshkosh, Wis., Apr 28, 2011 () -- Oshkosh Corporation, a leading manufacturer of specialty vehicles and vehicle bodies, today reported fiscal 2011 second quarter net sales of $1.75 billion and net income attributable to Oshkosh Corporation of $67.9 million, or $0.74 per share. This compares with net sales of $2.86 billion and net income of $292.6 million, or $3.22 per share, in the prior year second quarter. "During the second quarter, we continued our transition from high volume production of MRAP-All Terrain Vehicles (M-ATVs) to the gradual launch of production of the U.S. Army's Family of Medium Tactical Vehicles (FMTVs), which will negatively impact our quarterly earnings comparisons throughout fiscal 2011," said Charles L. Szews, Oshkosh Corporation president and chief executive officer. "The launch of FMTV production has been challenging, but we made good progress late in the second quarter and expect our FMTV sales to rise sharply in the second half of fiscal 2011. Oshkosh is the sole supplier of the FMTV through fiscal 2015.

WABCO 1Q Profit Up as Bus and Truck Output Rises

Associated Press
Wabco Holdings Inc. said Friday its profit nearly quadrupled in the first quarter as growing truck and bus production helped stoke demand for the commercial vehicle parts maker.

The company reported net income of $114.7 million, or $1.66 a share, for the three months ended March 31. That compares with net income of $30.7 million, or 47 cents a share, in the same period last year.

From: 
Email:  
To: 
Email:  
Subject: 
Message: