In this week’s roundup — its finally here. We’ve named the finalists for our Successful Dealer and Trailblazer Award programs. See who’s in the running for those accolades. We also provide more context around the EPA’s recent actions, cite RigDig data showing a huge boom to U.S. truck fleet and touch on a key court victory for Navistar (now International) regarding a truck sale gone bad during the supply chain crisis of 2022. We also tease Monday’s upcoming announcement of our Distributor of the Year Award finalists and note Q2 sales data for Daimler and International parent company Traton.
Lucas: Hey everybody. Lucas here for a busy TPS weekly news run up. It’s finally here! I’ve teased it, I’ve teased it. We’ve announced the finalists for our award programs — or we’ve started to, I should say.
Wednesday we announced the finalists for our Successful Dealer Award. Five awesome businesses check them out. Thursday we announced the finalists for our Trailblazer Award. Some great businesses there as well. Check out those finalists. Monday we’ll announce the finalists for our Distributor of the Year award, the aftermarket’s highest honor. So we’re really excited to learn more about all of these operations and really showcase these businesses and what they mean to the trucking industry moving forward.
Also this week, just some more EPA news. Kind of confirming what we had said last week. The EPA announcing its changes to the NOx rule. They, they are not changing the actual NOx emissions rules at all. They are only changing the warranty requirements and sort of the testing and validation requirements for OEMs. The thought being that this will allow OEMs to continue to meet the regulations they’ve been preparing for the last five years, but will allow the new engines and trucks heading into the market in 2027 to be a little bit more affordable, easier for adoption from fleets and carriers that want to buy new trucks.
Also, the EPA announcing its intent to end derates. Rather than having side of the road derates rates, moving forward, the EPA wants to have a visual or audio alert that a driver will receive, which notifies them they need to get to a service shop for service. So that’s the newest from the EPA.
Also it seems like this was months ago, but it was actually just this week, I posted our second quarter Mapping the Market report, which takes data from RigDig, which is a sister brand of TPS within Fusable. [Mapping the Market] takes data on the U.S. carrier population and changes in the carrier population quarter over quarter. Great news in Q2. We added 115,000 verified vehicles. So, 115,000 more trucks on the road in Q2 as opposed to Q1. And we had lost verified vehicles the last three quarters. [With Q2’s boom] we added so many trucks in Q2 that there are more trucks on the road now in July 2026 than there were in [July] 2025. Hopefully you’re seeing that spike in your business. There are more trucks out there, that the utilization rates are higher on the road and we’re seeing that in new truck demand. We’re seeing that in used truck demand. Hopefully you’re seeing that in your business.
A couple other quick things speaking to used truck and new truck demand. Daimler announced its Q2 sales. They were up 8% globally and 8% in North America. Traton announced its global sales, they were up 4% globally. International was down 8% year over year, but they were up well over Q1 and some good news there for International moving forward.
And then one last thing, GLS, which is a carrier in Michigan, was suing Navistar, now International, suing Navistar over a truck deal gone wrong in 2022. GLS suing Navistar for lost revenue due to used trucks they were going to sell in 2022 that they were not able to sell because Navistar was late in delivering the trucks due to the supply chain shortage. The courts siding on behalf of Navistar in that suit. You can read everything about what happened. Basically the carrier saying that Navistar promised a certain number of trucks by a certain date. Navistar is saying that’s not actually the case and there were other reasons why they were unable to do that and that GLS wasn’t going to be able to sell the trucks even if they had required them. Again, the court’s citing on behalf of Navistar, so learn more about that in the story below and be sure to check that story out on the website.
Again, a lot of really exciting stuff. A lot of really exciting stuff coming next week, including Distributor of the Year [nominations] on Monday morning. Have a great weekend. We will see you next week. Thanks everybody. Bye.
