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SEGMENTS (Tables) | 12 Months Ended
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Dec. 31, 2023
Segment Reporting [Abstract] |
Reportable Segment Information | Reportable segment information is as follows (in thousands):
| Transportation Solutions |  | Parts & Services |  |  |  | Corporate and Eliminations |  | Consolidated
2023 |  |  |  |  |  |  |  |  |
Net sales |  |  |  |  |  |  |  |  |
External customers | $ | 2,320,274 |  |  | $ | 216,226 |  |  |  |  | $ | — |  |  | $ | 2,536,500 |
Intersegment sales | 18,330 |  |  | 4,647 |  |  |  |  | (22,977) |  |  | — |
Total net sales | $ | 2,338,604 |  |  | $ | 220,873 |  |  |  |  | $ | (22,977) |  |  | $ | 2,536,500 |
Depreciation and amortization | $ | 40,443 |  |  | $ | 2,201 |  |  |  |  | $ | 2,676 |  |  | $ | 45,320 |
Income (loss) from operations | $ | 366,928 |  |  | $ | 44,649 |  |  |  |  | $ | (99,628) |  |  | $ | 311,949 |
2022 |  |  |  |  |  |  |  |  |
Net sales |  |  |  |  |  |  |  |  |
External customers | $ | 2,312,637 |  |  | $ | 189,492 |  |  |  |  | $ | — |  |  | $ | 2,502,129 |
Intersegment sales | 8,277 |  |  | 3,984 |  |  |  |  | (12,261) |  |  | — |
Total net sales | $ | 2,320,914 |  |  | $ | 193,476 |  |  |  |  | $ | (12,261) |  |  | $ | 2,502,129 |
Depreciation and amortization | $ | 41,187 |  |  | $ | 2,717 |  |  |  |  | $ | 3,065 |  |  | $ | 46,969 |
Income (loss) from operations | $ | 209,942 |  |  | $ | 30,558 |  |  |  |  | $ | (73,858) |  |  | $ | 166,642 |
2021 |  |  |  |  |  |  |  |  |
Net sales |  |  |  |  |  |  |  |  |
External customers | $ | 1,628,694 |  |  | $ | 174,574 |  |  |  |  | $ | — |  |  | $ | 1,803,268 |
Intersegment sales | 4,625 |  |  | 2,592 |  |  |  |  | (7,217) |  |  | — |
Total net sales | $ | 1,633,319 |  |  | $ | 177,166 |  |  |  |  | $ | (7,217) |  |  | $ | 1,803,268 |
Depreciation and amortization | $ | 41,819 |  |  | $ | 4,781 |  |  |  |  | $ | 2,242 |  |  | $ | 48,842 |
Income (loss) from operations | $ | 61,869 |  |  | $ | 20,201 |  |  |  |  | $ | (48,528) |  |  | $ | 33,542 |
Major Product Categories and Percentage of Consolidated Net Sales | The following table sets forth the major product categories and their percentage of consolidated net sales (dollars in thousands):
Year ended December 31, 2023 |  | Transportation Solutions |  | Parts & Services |  |  |  | Eliminations |  | Consolidated
New trailers |  | $ | 1,924,700 |  |  | $ | — |  |  |  |  | $ | (5,901) |  |  | $ | 1,918,799 |  |  | 75.7%
Used trailers |  | — |  |  | 4,978 |  |  |  |  | — |  |  | 4,978 |  |  | 0.2%
Components, parts and services |  | — |  |  | 148,256 |  |  |  |  | — |  |  | 148,256 |  |  | 5.8%
Equipment and other |  | 413,904 |  |  | 67,639 |  |  |  |  | (17,076) |  |  | 464,467 |  |  | 18.3%
Total net external sales |  | $ | 2,338,604 |  |  | $ | 220,873 |  |  |  |  | $ | (22,977) |  |  | $ | 2,536,500 |  |  | 100.0%
Year ended December 31, 2022 |  | Transportation Solutions |  | Parts & Services |  |  |  | Eliminations |  | Consolidated
New trailers |  | $ | 2,012,428 |  |  | $ | 1,722 |  |  |  |  | $ | (1,286) |  |  | $ | 2,012,864 |  |  | 80.4%
Used trailers |  | — |  |  | 2,905 |  |  |  |  | — |  |  | 2,905 |  |  | 0.1%
Components, parts and services |  | — |  |  | 139,762 |  |  |  |  | — |  |  | 139,762 |  |  | 5.6%
Equipment and other |  | 308,486 |  |  | 49,087 |  |  |  |  | (10,975) |  |  | 346,598 |  |  | 13.9%
Total net external sales |  | $ | 2,320,914 |  |  | $ | 193,476 |  |  |  |  | $ | (12,261) |  |  | $ | 2,502,129 |  |  | 100.0%
Year ended December 31, 2021 |  | Transportation Solutions |  | Parts & Services |  |  |  | Eliminations |  | Consolidated
New trailers |  | $ | 1,354,375 |  |  | $ | 179 |  |  |  |  | $ | (181) |  |  | $ | 1,354,373 |  |  | 75.0%
Used trailers |  | 165 |  |  | 2,349 |  |  |  |  | — |  |  | 2,514 |  |  | 0.1%
Components, parts and services |  | — |  |  | 131,929 |  |  |  |  | — |  |  | 131,929 |  |  | 7.3%
Equipment and other |  | 278,779 |  |  | 42,709 |  |  |  |  | (7,036) |  |  | 314,452 |  |  | 17.4%
Total net external sales |  | $ | 1,633,319 |  |  | $ | 177,166 |  |  |  |  | $ | (7,217) |  |  | $ | 1,803,268 |  |  | 100.0%

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