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Daimler Truck raises full-year 2026 guidance on improved outlook for Trucks North America

07.08.2026 Business News
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Daimler Truck raises full-year 2026 guidance on improved outlook for Trucks North America
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07.08.2026

Daimler Truck raises full-year 2026 guidance on improved outlook for Trucks North America

Full-year 2026 guidance raised: adjusted return on sales (IB) now expected at 7% to 9% (previously 6% to 8%) and adjusted Group EBIT at €3.6–€4.1 billion (previously €3.2–€3.7 billion), driven by the approval of the U.S. Department of Commerce for Daimler Truck’s U.S. Content application and higher expected Trucks North America unit sales. On Group level, profitability in the second quarter remained impacted by tariffs. At…

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  • Full-year 2026 guidance raised: adjusted return on sales (IB) now expected at 7% to 9% (previously 6% to 8%) and adjusted Group EBIT at €3.6–€4.1 billion (previously €3.2–€3.7 billion), driven by the approval of the U.S. Department of Commerce for Daimler Truck’s U.S. Content application and higher expected Trucks North America unit sales.
  • On Group level, profitability in the second quarter remained impacted by tariffs. At the same time, it marked the start of a positive trajectory that will accelerate significantly in the third quarter: Industrial Business (IB) revenue increased to €11.4 billion (Q2 2025: €10.8 billion), adjusted Group EBIT amounted to €838 million (Q2 2025: €1,022 million), and adjusted return on sales (IB) was 6.8% (Q2 2025: 9.2%).
  • Strong Free Cash Flow (IB) of €1.8 billion (Q2 2025: €20 million), supported by the ARCHION cash inflow and improved operational cash generation.

Leinfelden-Echterdingen – Daimler Truck Holding AG (“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.

Karin Rådström, President and CEO of Daimler Truck: “Strong results at Trucks North America and an improved outlook for the region, driven by higher unit sales and a lower tariff impact for the remainder of the year, give us the confidence to raise our full-year guidance.”

Eva Scherer, CFO of Daimler Truck: “Given our strong liquidity position, we intend to launch the second tranche of our ongoing share buyback program immediately upon completion of the first tranche, which is expected by mid-September at the latest. The second tranche is planned to run through the end of June 2027 and will have a volume of up to €1.1 billion, underscoring our continued commitment to delivering value to our shareholders.”

Outlook for 2026 raised

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.

Group

 

Q2 2026

Q2 2025

+/-

Q1-2 2026

Q1-2 2025

+/-

Incoming Orders

74,448

58,517

27%

188,491

134,739

40%

Unit Sales

86,707

80,607

8%

155,556

156,365

-1%

Revenue* (IB)

11,417

10,821

6%

20,559

21,438

-4%

EBIT (adjusted)*

838

1,022

-18%

1,336

2,100

-36%

ROS (adjusted, IB)**

6.8

9.2

-

6.0

9.4

-

Free Cash Flow (IB)*

1,762

20

8,640%

1,318

53

2,401%

Earnings per share (EPS) in €

0.15

0.29

-46%

0.34

1.22

-72%

 

Trucks North America

 

Q2 2026

Q2 2025

+/-

Q1-2 2026

Q1-2 2025

+/-

Incoming Orders

35,379

13,842

156%

94,574

45,582

107%

Unit Sales

41,687

38,580

8%

71,119

77,572

-8%

Revenue*

5,182

5,086

2%

9,021

10,492

-14%

EBIT (adjusted)*

435

657

-34%

644

1,434

-55%

ROS (adjusted)**

8.4

12.9

-

7.1

13.7

-

 

Mercedes-Benz Trucks

 

Q2 2026

Q2 2025

+/-

Q1-2 2026

Q1-2 2025

+/-

Incoming Orders

33,850

37,839

-11%

82,837

74,643

11%

Unit Sales

38,970

35,299

10%

73,456

65,944

11%

Revenue*

5,318

4,826

10%

9,923

9,235

7%

EBIT (adjusted)*

317

283

12%

550

521

6%

ROS (adjusted)**

6.0

5.9

-

5.5

5.6

-

 

Daimler Buses

 

Q2 2026

Q2 2025

+/-

Q1-2 2026

Q1-2 2025

+/-

Incoming Orders

5,284

7,027

-25%

11,223

14,991

-25%

Unit Sales

6,132

7,027

-13%

11,104

13,233

-16%

Revenue*

1,556

1,467

6%

2,800

2,802

0%

EBIT (adjusted)*

150

147

2%

257

273

-6%

ROS (adjusted)**

9.6

10.0

-

9.2

9.7

-

 

Financial Services

 

Q2 2026

Q2 2025

+/-

Q1-2 2026

Q1-2 2025

+/-

New Business*

2,628

2,521

4%

4,799

4,803

0%

Revenue*

876

853

3%

1,715

1,744

-2%

EBIT (adjusted)*

58

23

151%

97

79

23%

Return on equity (adjusted)**

-

-

-

6.3

5.2

-

*in millions of €
**in percent

Analyst and Media Conference Call

The online presentation of the results for the second quarter, followed by a Q&A session, begins today at 8:00 a.m. CEST.

Link to the webcast: Daimler Truck - Q2 Results, August 7, 2026

Further information and documents such as the interim report, the factbook and a detailed disclosure of Daimler Truck's four reporting segments for Q2 are available online in the Daimler Truck Investor Relations section.

Daimler Truck Holding AG is listed on the German stock index DAX. shares of Daimler Truck Holding AG are traded on the Regulated Market (Prime Standard) of the Frankfurt Stock Exchange under the ticker symbol DTG. The International Securities Identification Number (ISIN) is DE000DTR0CK8, and the German securities identification number (WKN) is DTR0CK.

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Daimler Truck raises full-year 2026 guidance on improved outlook for Trucks North America

Caption Karin Rådström (left), CEO Daimler Truck AG, and Eva Scherer, Chief Financial Officer Daimler Truck AG
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Daimler Truck raises full-year 2026 guidance on improved outlook for Trucks North America
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Andrew Johnson
Andrew Johnson

Global Head of Communications & Government Affairs

andrew.johnson​@daimlertruck.com
+49 160 99666297

Peter Smodej
Peter Smodej

Head of Media Engagement & Content Impact

peter.smodej​@daimlertruck.com
+49 176 30936446

Maximilian Splittgerber
Maximilian Splittgerber

Finance & Corporate Topics

maximilian.splittgerber​@daimlertruck.com
+49 160 860 71 24

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