Daimler Truck 2026 Guidance Raised After Q2 Results

Daimler Truck Raises Full-Year 2026 Guidance

On August 7, Daimler Truck raised its full-year 2026 guidance after reporting Q2 2026 results, citing stronger-than-expected performance at Trucks North America and improved tariff conditions in the United States following approval of its application for recognition of U.S. value-added content. The company now expects adjusted group EBIT of EUR 3.6-4.1 billion, up from its previous forecast of EUR 3.2-3.7 billion, while adjusted industrial return on sales is projected at 7%-9%, compared with the previous 6%-8%.

Higher Revenue and Sales Outlook

Industrial revenue guidance was also increased to EUR 43-47 billion, while group sales are now expected to total 340,000-370,000 units. For Q2 2026, industrial revenue increased 6.0% YoY to EUR 11.4 billion, while adjusted group EBIT declined 18.0% to EUR 838 million. Adjusted industrial return on sales fell to 6.8% from 9.2% a year earlier. Free cash flow from the industrial business rose sharply to EUR 1.8 billion, supported by improved operating cash generation and proceeds from the ARCHION transaction.

Segment Outlook Shows Diverging Performance

Among its business units, the company raised the 2026 outlook for Trucks North America, increasing expected sales to 160,000-180,000 units and its adjusted return on sales to 9%-11%. In contrast, Daimler Buses lowered its sales forecast to 20,000-25,000 units due to continued weak market conditions in Latin America and Mexico. All other segment guidance remained unchanged, highlighting stronger expectations for the North American business alongside persistent weakness in selected bus markets.

Frequently Asked Questions

Why did Daimler Truck raise its 2026 guidance?
The company raised its full-year outlook because stronger-than-expected performance at Trucks North America and improved U.S. tariff conditions supported better expectations for profitability and revenue. Adjusted group EBIT is now expected at EUR 3.6-4.1 billion, compared with EUR 3.2-3.7 billion previously. Industrial revenue guidance increased to EUR 43-47 billion, while group sales are projected at 340,000-370,000 units. The revised outlook also reflects improved operating conditions following approval of the application for recognition of U.S. value-added content.