Originally published at: Railcar Market: Fleet Shrinks as Demand Rises (2026 Outlook) - FreightWaves
The North American railcar market faces growing uncertainty, with fleets shrinking despite healthy carload volumes. Eric Marchetto, EVP & CFO of Trinity Industries, breaks down why current build rates are below replacement levels, leading to a tighter market. Learn how tariffs, interest rates, and a surprising trade complaint are impacting fleet planning decisions and what…