Daimler Truck reported its second-quarter 2026 results and raised its full-year guidance for the 2026 financial year, reflecting an expected acceleration of earnings in the second half of the year. This is supported by higher expected unit sales at Trucks North America and tariff-related improvements following the approval of the company’s U.S. Content application by the U.S. Department of Commerce, effective November 1, 2025.
 

Daimler Truck raises its full-year guidance for 2026. Adjusted EBIT at group level is now expected between €3.6 billion and €4.1 billion (previously: €3.2–€3.7 billion; 2025: €3.5 billion). Group unit sales are projected between 340,000 and 370,000 units (previously: 330,000–360,000; 2025: 315,000). Revenue of the Industrial Business is estimated between €43 billion and €47 billion (previously: €42–€46 billion; 2025: €42.1 billion), and the adjusted return on sales of the Industrial Business is now expected between 7% and 9% (previously: 6–8%; 2025: 7.9%). The Free Cash Flow of the Industrial Business is anticipated between €3.0 billion and €3.5 billion (previously: €2.7–€3.2 billion; 2025: €1.8 billion).

At segment level, Trucks North America now expects an adjusted return on sales of 9% to 11% (previously: 6–8%) and unit sales of 160,000 to 180,000 units (previously: 150,000–170,000). Due to the ongoing weak market situation in Latin America and Mexico, Daimler Buses reduces its unit sales guidance for 2026 to 20,000–25,000 units (previously: 25,000–30,000). All other guidance items for 2026 remain unchanged.

The updated guidance is based on the assumption that the current United States-Mexico-Canada Agreement (USMCA) framework remains in place and does not reflect any potential changes in tariff policy, macroeconomic conditions, or geopolitical developments.
 

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