Truck & Bus Bodies

Truck & Bus Bodies

The Truck & Bus Bodies industry (SIC 3713) covers manufacturers and upfitters designing and assembling heavy-duty truck bodies, custom bus shells, school bus and transit interiors, cargo boxes, tankers, refuse bodies, and specialized vocational units for OEMs, fleet operators, leasing firms, logistics carriers, municipalities, and school districts. Revenue flows from custom engineering, body mounting, retrofits, parts, and long-term service contracts. Key risks include volatile steel and aluminum costs, labor shortages, warranty liability, and compliance with FMVSS, NHTSA safety rules, and EPA/GHG emissions standards. In 2024-2025, demand is shaped by fleet electrification, lightweight composite adoption, telematics and ADAS integration, modular body platforms for last-mile delivery, and federal/state funding for transit and school bus upgrades. Typical buyers prioritize uptime guarantees, corrosion-resistant materials, and seamless integration with chassis warranties. Supply-chain nearshoring and digital twin prototyping are compressing design cycles while supporting tighter lead times. For fresh benchmarks and disclosures, view live SEC filings on Earnings Feed.

Source: Earnings Feed research · 11/23/2025