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U.S./Mexico – SALES
U.S./Mexico commercial truck chassis sales decreased by -14.2% year-over-year (YoY) in February 2026 compared to February 2025. Year-to-date (YTD) sales are down -14.0%. Complete vehicle results were weaker as well, with Tractor sales down -33.2% YoY and -37.7% YTD, while Commercial Van sales were nearly flat for the month at -1.0% YoY and down just -0.1% YTD.
By cab type, all major configurations declined year-over-year, with Conventional posting the largest decrease at -14.6% YoY, followed closely by Cutaway at -13.6%, LCOE at -12.9%, and Strip at -12.7%. This points to broad-based softness across cab types rather than weakness concentrated in any one configuration.
By GVWR, the lightest segments remained the most stable, with Class 2 sales up +3.9% YoY and Class 3 up +9.9%. The clearest weakness was in the mid-range market, where Classes 4 through 6 all declined, including a sharp -42.7% drop in Class 6. Heavy Classes 7 and 8 also moved lower, down -13.6% and -21.8% YoY, respectively, reinforcing the softer tone in higher-weight segments.
U.S./Mexico – SHIPMENTS
Truck chassis shipments in the U.S./Mexico region declined -30.1% YoY in February 2026, with YTD shipments down -16.6%. Complete vehicle shipments were also weaker, with Tractor shipments down -7.7% YoY, while Commercial Van shipments fell -38.5% YoY and are down -19.3% YTD.
Cab type results were uneven, but the broader trend was clearly negative. Cutaway and Conventional shipments posted steep declines of -45.9% and -36.8% YoY, respectively, while Strip edged up +3.2%. LCOE was the clear outlier, rising +77.5% YoY and +41.3% YTD, though that increase was likely supported in part by a lighter prior-year comparison.
By GVWR, the sharpest declines were concentrated in the middle of the market. Classes 4, 5, and 6 all fell by roughly half year-over-year, down -48.1%, -49.6%, and -45.7%, respectively. Class 3 also declined materially at -25.5%, while Class 2 was comparatively stable at -1.4% and remains up +18.6% YTD. Class 8 was the most resilient heavy segment, down only -7.7% YoY and still positive YTD at +13.7%. Overall, February shipments reflected broad weakness across U.S./Mexico production, with only a few areas of offsetting strength.
Canada – SALES
Canadian commercial truck chassis sales increased +16.7% YoY in February 2026, with YTD sales up +27.8%. Complete vehicle sales were mixed, with Tractor sales down -6.9% YoY and -6.3% YTD, while Commercial Van sales increased +53.1% YoY and are up +31.6% YTD.
By cab type, most configurations moved higher. Cutaway, Conventional, and LCOE all posted double-digit gains, led by Cutaway at +24.6% YoY, while Strip was the only category to decline, down -12.1% YoY. Even with that monthly decline, Strip remains sharply higher YTD, reflecting a very small prior-year base in early 2025.
By GVWR, Class 3 stood out with a gain of +120.2% YoY and +64.0% YTD, though that result was influenced by a lighter prior-year comparison. Class 6 also posted a strong increase at +33.7% YoY and +47.7% YTD. Elsewhere, Classes 2, 5, and 8 rose modestly, while Classes 4 and 7 edged lower. Overall, Canada’s sales results remained constructive in February, with gains spread across several lighter- and medium-duty segments.
Canada – SHIPMENTS
Canadian truck chassis shipments increased +16.2% YoY in February 2026 and are up +29.5% YTD. That overall improvement did not extend to complete vehicles, where Tractor shipments fell -83.7% YoY and -68.1% YTD, while Commercial Van shipments declined -35.6% YoY and -3.9% YTD.
By cab type, all four configurations increased year-over-year. LCOE posted the largest gain at +86.7% YoY, followed by Strip at +20.5% and Conventional at +13.5%, while Cutaway rose a more modest +5.0%. The cab type mix points to solid incomplete chassis shipment activity overall, with the strongest gains concentrated in LCOE and Strip.
By weight class, gains were concentrated in the lighter segments. Class 2 shipments rose +138.4% YoY and are up +222.5% YTD, while Class 3 increased +174.6% YoY and +98.9% YTD. Class 7 also increased, though at a more modest +12.1% YoY. By contrast, Classes 4, 5, 6, and 8 all declined year-over-year, with the steepest decrease in Class 6 at -45.5%. These results suggest Canada’s shipment growth in February was concentrated in selected incomplete chassis categories rather than broadly distributed across the market.
Summary Insights
February results show a more pronounced split across North America. U.S./Mexico weakened on both the sales and shipment side, with the sharpest pressure concentrated in mid-range classes, Cutaway and Conventional shipments, and Commercial Van production. Canada remained positive overall in incomplete chassis sales and shipments, supported by strength in Class 3 and other lighter-duty categories, although several of the largest percentage gains were clearly influenced by lighter prior-year comparisons. In short, February data points to broad-based softness in the U.S./Mexico market, while Canada continued to show selective momentum in key chassis segments despite weaker complete vehicle comparisons.
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