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Daimler Truck Holding AG (DTRUY) Q1 2026 Earnings Call Transcript

Daimler Truck backed its guidance as first-quarter order growth was fueled by a strong recovery in the U.S., which the company expects will continue to boost its performance in the quarters ahead.

Daimler Truck's first-quarter operating profit more than halved, hit by historically weak demand and import tariffs in its North American market, the German company said on Wednesday.

Volvo Group, Daimler Truck, cellcentric and Toyota Motor Corporation signed a non-binding Memorandum of Understanding to collaborate on fuel cell technology. Toyota Motor Corporation aims to invest in cellcentric and to join existing shareholders Volvo Group and Daimler Truck as an equal partner.

Daimler Truck Holding AG (DTRUY) Q4 2025 Earnings Call Transcript

Daimler Truck and Traton SE are navigating a severe demand contraction in global heavy truck markets, especially in Europe. Traton reported a 32% rise in orders due to aging fleets and high utilization, despite a 15% U.S. market decline and ongoing freight recession. Daimler Truck aims to strengthen North America and achieve a RoS above 10%, while Traton focuses on profitability, especially managing MAN and leveraging Scania.

The truck and bus maker reported a 29% drop in adjusted earnings before interest and taxes, although its order intake grew.
