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Daimler Truck Profit Plunges on US Slump and Tariff Costs as Outlook Holds

The truck maker signals confidence by keeping its 2026 targets.

Overview

  • Daimler Truck reported first‑quarter net profit of €149 million, down from €749 million, as revenue fell 14% to €9.1 billion and the industrial margin slipped to 5.0%.
  • Weak North American demand drove the decline, with US sales down 25% to 29,432 trucks and US operating profit dropping 73% to €209 million.
  • Tariffs on trucks assembled in Mexico and imported into the United States added costs in the low hundreds of millions of euros, according to the chief financial officer.
  • Order intake rebounded from a very weak base, with US orders up 86% and group orders up about 50%, and the company kept full‑year targets of €42–46 billion in industrial revenue and a 6–8% adjusted margin.
  • Management postponed a planned battery‑cell project with Amplify Cell Technologies and booked about €200 million in charges, and it is accelerating a cost‑cut plan that aims for more than €1 billion in recurring savings by 2030.