And now, a word from Bob. Economic News

HDAD Fleet Mid-Year Check-in

Hoping that you can join us as we check in with the fleets who joined us on stage at HDAD 2026. We will dive into the same topics that we covered in January and then explore the current business environment and the challenges that fleets are currently confronting.

• What has changed since January?

• How is the current business climate?

• What are your new equipment purchase plans for the balance of the year?

• How can suppliers help with your current business challenges?

Keep your eye out for your invitation!

2026 Aftermarket Parts Branding Study

Over the past several years, MacKay & Company has analyzed brand dynamics across the commercial vehicle aftermarket, examining perspectives from both fleet operators and the parts and service channel—including dealers, distributors, and independent repair facilities.

Today’s fleet owners face a growing range of brand choices when replacing parts. MacKay & Company research shows rising awareness and adoption of “value line,” or second-tier, brands, with usage steadily increasing. At the same time, parts sellers report that non-OEM brands account for roughly one-third of total parts sales, though share varies by component category.

To better understand these trends, MacKay & Company launched its first multi-client Aftermarket Parts Brand Study in 2021. The benchmark study captured insights from more than 600 end users and 170 dealers and distributors, evaluating nearly 40 aftermarket brands and more than 50 Tier 1 brands.

As replacement-part options expand beyond traditional OEM dealer networks to include independent distributors, component manufacturers, and a broad range of aftermarket channels, brand positioning and market perception are becoming increasingly important.

MacKay & Company is now in the initial stages of the 2026 Aftermarket Parts Brand Study and invites companies to reach out to receive the study prospectus outlining the scope and deliverables (mackay@mackayco.com). Early participation is encouraged to ensure brand inclusion in the survey.

New Resource Board Member

MacKay & Company is excited to announce its newest Resource Board Member!

Marcus Fair is a strategic business executive with over 3 decades of experience in prime product engine sales, aftermarket parts sales, product management, and commercial growth in Remanufacturing, On-Highway Truck Engine, and Power & Energy global markets with Caterpillar inc. Throughout his career, Marcus has built and led global sales organizations, negotiated complex deals, and strengthened strategic alliances. He leads with relationship building, has strong organization skills, and commitment.

DataMac Truck Mexico

In 2023, MacKay & Company completed its ninth comprehensive aftermarket study of the medium and heavy duty truck, trailer and transit bus/motor coach parts and service business in Mexico since initiated in 1992. As in past years, survey data was gathered by way of face-to-face interviews with vehicle maintenance personnel in truck and bus/coach fleets operating in Mexico and was conducted by MacKay’s research partner. This research methodology has been utilized to gather data for the previous seven DataMac® Mexico reports.

MacKay & Company is anticipating releasing the DataMac Truck & Bus Mexico: 10th Edition in the fourth quarter of 2026. Our report will cover retail Medium and Heavy Duty retail sales, vehicle universe information, replacement demand, aftermarket by product category and more! Product categories include Power Generation, Power Transmission, Undercarriage, Electrical, Cab & Chassis and Other.

Subscribers will receive the electronic report, a final presentation of the findings, and access to our DMAC online application.

If you wish to receive a detailed prospectus on DataMac Truck & Bus Mexico: 10th Edition, please contact John Blodgett, directly.