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June gains ensured rental fleets closed out the first half of 2026 in positive territory.
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Vehicle sales into commercial fleets are outpacing rental car fleet purchases so far this year.
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Rental car operations continued their 2025 reputation as the top driver of fleet sales.
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Of 31 major brands tracked by Kelley Blue Book, only five recorded transaction prices in August lower than year-ago levels.
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Car rental companies extended a sales spike from July, while commercial fleets continue modest growth.
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Veteran auto executive Jim Press recently talked with Auto Rental News about how tariffs could reshape the global automotive industry.
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Once again, higher rental fleet sales come to the rescue making year-to-date sales level a dead break even.
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In the first month after the U.S. levied steep tariffs on the automotive sector, the rental car sector got all the gains.
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Analysis: Experts from Cox Automotive say in the near term, after a short surge in buying, vehicle sales will likely fall amid price increases, and OEMs may eliminate some models if tariffs persist.
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Rental, commercial, and government fleet sales fell against February 2024 numbers but are up after a slow start to the new year.
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