GLG News by Heavy Duty Truck Experts: Consultants and Industry Specialists

Jay ThompsonPresident and General ManagerTransportation Business Associates

Class 8 Diesel Engine Trends - Integrated Approaches Showing In Market Share

February 21, 2011

Truck-builders are moving toward putting their own engines in their own trucks / buses (internal / vertical integration) addressing a variety of issues including cost, profits, complexity, etc. Cummins Inc. and (now non-player) Caterpillar, Inc. share has been displaced by integrated approaches of Volvo, Paccar, Inc and Navistar Corporation. That trend is showing up in the Wards Communications numbers, which we our share "derived share-info" in the following.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Aftermarket Parts and Service Sector Really Growing - Can OEM's Take Share?

February 12, 2011

Sales of "part's" for vehicles / equipment in-service are the most profitable part of a durable goods business. Trucking is no different, but offers bigger growth potential today - and in the future. Those well-positioned in the after-warranty space will see more opportunity. With new truck pricing, tougher financing, etc. - older trucks are being put back into service and kept longer. Therein lies more opportunity.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Railroad Internal Numbers Give Some Interesting Insight Into The Economy

January 30, 2011

Analysis of:AAR: “Modest gains” in Week 3 traffic | www.railwayage.com

Union Pacific Corporation, Berkshire Hathaway owned BNSF, CSX and Norfolk Southern have reported their good 4th Quarter numbers revenue growth in the teens with profits up double of that and OR's around 70. Everything except for autos and building materials look good, so what does that mean? Our esteemed colleague Toby Kolstad addresses this sector very well, so we'll just add some comments on how us truckers look at it.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truckload Truckers' Numbers Looking UP - With A Couple (Good) Surprises

January 28, 2011

Fiscal Fourth Quarter 2010 Truckload (TL) Carriers are reporting better results across the board. Swift Transportation and Knight Transportation are even adding notable capacity! Heres a quick look...

John OltesvigPresidentOEM SERVCO

Navistar: Solid American Investment?

January 25, 2011

Navistar market share has been down in recent reports. Why is there a significant move in the truck market away from Internationals to the competition recently? CEO Ustian is looking for a 2011 truck market up 25% over 2010. The military market has been the silver lining for Navistar keeping profit and cash flow in good stead throughout the deepest and lengthiest truck business down cycle in history. Is Navistar a solid American Investment?

Jay ThompsonPresident and General ManagerTransportation Business Associates

CSA 2010 Effect On Driver Shortage - Not So Much In The Near Term...

January 23, 2011

Nascent freight predictions have many fleets and investors turning their focus toward the impact of CSA 2010, the aging driver pool and other issues on "an impending acute" driver shortage. Our requests around what CSA 2010 really means - are up from shippers, logistics providers, smaller truckers and others watching the industry. We agree that the driver pool is changing, but we don't see it as the crisis and happening as quickly as some think. Here are some thoughts.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Best News for the Trucking Industry Has Nothing to Do With Trucking

January 19, 2011

Analysis of:U.S. Factories Buck Decline | online.wsj.com

American manufacturing, long written off as a economic loser, is making a comeback. For the first time since 1997, the number of manufacturing jobs grew last year by 1.2 percent, of 136,000 new jobs. And it's not a one-shot deal. Economists are predicting a 2.5 percent gain, or 330,000 new manufacturing jobs, this year.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Navistar Class 8 Monthly Market Share In The Teens - Way Off Their Highs

January 17, 2011

Navistar Corporation Class 8 market share will most probably stay in the teems for a while. The November Wards Class 8 US share (customer deliveries) came at 16.3% for Navistar - off 10%+ from earlier in the year. Is it the 13 Liter versus 15 Liter question, Exhaust Gas Recirculation (EGR) versus Selective Catalyst Reduction (SCR) or a little of both?

Jay ThompsonPresident and General ManagerTransportation Business Associates

Redone Revisited HOS Revisions - Time Rules Will Cost Truckers

December 28, 2010

Analysis of:Trucking industry unhappy with proposed drive time rules | www.thecitywire.com

Improved trucking profits come mostly from improved productivity - as in most businesses. Other regulations have direct equipment capital, computer-related and training costs, but the Hours-of-Service (HOS) rules affect utilization - the real driver of trucking profits.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Navistar: Where Are The 2010 MaxxForce-powered Trucks - And How Are They Doin’?

December 16, 2010

2010-compliant Navistar Corporation MaxxForce 13 Exhaust Gas Recirculation (EGR) Class 8 trucks are hitting the road in limited quantities. The most anyone seems to have are JB Hunt with 300+ on the ground, Con-way Truckload with a hundred and few others, but many are having to wait for theirs. We are involved with smaller users, some with several dozen - and offer the following...

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