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

About this update from Daimler Truck Holding Ag

07.08.2026 Business News  Download Download 1 Image 1 Document 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… I accept the terms of use. Close Start download  Add to Download Center 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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