Key facts
- Daimler Truck raised its full-year adjusted operating profit forecast.
- The company now expects 2026 adjusted EBIT of €3.6 billion to €4.1 billion, an increase from the previous €3.2 billion to €3.7 billion.
- Updated unit sales projections are between 340,000 and 370,000 units.
- Revenue estimates for the Industrial Business segment were increased to €43 billion to €47 billion.
- The adjusted return on sales for Trucks North America is now projected at 9% to 11%.
Daimler Truck, a major global truck manufacturer, has revised its full-year guidance upwards, anticipating higher profits due to an improved tariff framework and increased sales projections for its North America division. The company now forecasts adjusted earnings before interest and tax (EBIT) to be between €3.6 billion and €4.1 billion for 2026, an increase from its prior estimate of €3.2 billion to €3.7 billion.
This upward revision is supported by an anticipated rise in unit sales, with projections now set between 340,000 and 370,000 units, up from the previous range of 330,000 to 360,000. Revenue estimates for the Industrial Business segment have also been raised to €43 billion to €47 billion, from €42 billion to €46 billion.
Furthermore, the adjusted return on sales for the Trucks North America segment is now expected to be between 9% and 11%, a notable increase from the earlier forecast of 6% to 8%. These adjustments are based on the current US-Mexico-Canada Agreement (USMCA) framework and do not account for potential future changes in tariff policies or economic conditions.
While guidance for Daimler Buses has been lowered due to weaker market conditions in Latin America and Mexico, other aspects of the company's outlook remain unchanged. Analysts are awaiting the full quarterly results, scheduled for release on August 7, 2026.