Experience in Trucking Industry

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August 01, 2025

by a searcher from University of Pennsylvania - The Wharton School in Durham, NC, USA

Hi all - I'm doing due diligence on a potential acquisition in the aftermarket truck parts industry. The CEO told us that they have faced issues lately due to a collapse in trucking demand, and I am wondering if anyone has experience in or adjacent to that industry that would be willing to talk.
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Reply by a searcher
from University of Texas at Austin in Lexington, KY, USA
CEO is telling you the truth -- at least about the market. I got out in 2022 just at the start of the downturn and it seems to have only gotten worse. If you do move forward, you should be looking at COD for all sales and deposits for special orders. Even larger fleets are struggling and/or going under. This will give you an idea of current conditions: https://www.freightwaves.com/news/category/news/business/layoffs-and-bankruptcies
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Reply by a searcher
from Harvard University in Montreal, QC, Canada
ˆ^redacted‌ thank you for the tag. Hi ˆ^redacted‌, I've looked at the trucking industry, mostly from the Canadian side. Happy to chat if it helps. Reach out directly at redacted
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