Updated
Updated · Transport Topics · Jun 12
Ryder Sees Used-Truck Demand Accelerate in H2 2026 as EPA 2027 Rules Lift New-Truck Costs
Updated
Updated · Transport Topics · Jun 12

Ryder Sees Used-Truck Demand Accelerate in H2 2026 as EPA 2027 Rules Lift New-Truck Costs

1 articles · Updated · Transport Topics · Jun 12

Summary

  • Second-quarter 2026 used-truck conditions improved and should strengthen further in the second half, Ryder CEO John Diez said, citing rising pricing and better sales momentum.
  • EPA 2027 NOx rules are expected to add to that demand by making new trucks more expensive, pushing fleets toward used equipment rather than buying compliant new models.
  • Market data already point that way: ACT Research said April Class 8 used sales rose 5.5% to 24,900 units, while the average retail price climbed 1.9% year over year to $59,122.
  • Ryder has already benefited from the rebound—better-than-expected used vehicle sales helped lift first-quarter earnings and prompted the company to raise its full-year 2026 guidance.
  • The recovery is tracking firmer freight spot and contract rates, though analysts still flag tariff volatility, fuel costs and policy uncertainty as risks to the upturn.

Insights

A used truck boom is forecast, but what happens to prices if the freight market recovery unexpectedly stalls?
As new truck prices soar, can AI truly predict the perfect moment for fleet owners to buy or sell?
Will the 2027 EPA emissions rule accidentally create a boom for older, less clean trucks on the road?