Daimler Truck Holding AG

Latest Results (23.10.2025):

Daimler Truck Holding AG reported strong financial performance in the second quarter of 2025, demonstrating resilience despite ongoing macroeconomic uncertainties. The company achieved stable profitability across its key segments, with notable performances in Trucks North America, Mercedes-Benz Trucks, Daimler Buses, and Trucks Asia. Revenue in the Industrial Business remained steady, and the company has updated its full-year outlook to address market challenges in North America.

Overall Group Performance

Daimler Truck Holding AG maintained a robust adjusted return on sales (ROS) of 9.3% in the Industrial Business for Q2 2025, consistent with the previous year. Despite a 5% decrease in unit sales to 106,715, the company achieved an adjusted Group EBIT of €1.12 billion.

Segment Highlights

Trucks North America delivered a strong adjusted ROS of 12.9% despite a 20% decline in unit sales. Mercedes-Benz Trucks saw profitability improve to 5.9%, while Daimler Buses achieved an adjusted ROS of 10.0%. Trucks Asia increased its profit margin to 5.4%, reflecting growth in unit sales.

Financial Metrics

Revenue in the Industrial Business was €11.8 billion, slightly down from €12.5 billion in Q2 2024. Free cash flow improved significantly to €20 million from a negative €285 million the previous year. Earnings per share decreased to €0.36 from €0.93 in Q2 2024.

Updated 2025 Outlook

The company has adjusted its full-year guidance for the North American Class 8 market due to persistent market uncertainties, forecasting unit sales between 135,000 to 155,000 and an adjusted ROS of 10% to 12%. Overall, adjusted Group EBIT for 2025 is expected to range between €3.6 billion and €4.1 billion.