Truck Trailers

Truck trailer manufacturers under SIC 3715 design and assemble dry vans, refrigerated units, flatbeds, tank trailers, intermodal chassis, and specialty heavy-haul equipment, often bundling leasing, parts, and maintenance services. Their core customers include truckload and LTL carriers, parcel and e-commerce fleets, 3PLs, big-box retailers, construction and energy contractors, and agricultural shippers needing reliable freight capacity. Key risks center on volatile steel and aluminum costs, interest rates that shape fleet capex, freight-cycle swings, warranty and recall exposure, and strict DOT/NHTSA rules on brakes, lighting, weight, underride guards, and emissions from powered refrigeration. 2024–2025 trends feature lightweight composites, aerodynamic kits, disc brakes, electrified reefers, telematics for trailer health and location, and higher intermodal demand as shippers chase efficiency and emissions cuts. Reshoring-driven construction, replacement cycles, and tight driver availability are pushing fleets toward uptime-focused service contracts and flexible leasing models. For up-to-the-minute disclosures and market signals, view live SEC filings on Earnings Feed.

Source: Earnings Feed research · last fetched 11/23/2025