EQS-Adhoc: Daimler Truck Holding AG: Strong Q2 performance - reduced outlook for 2025

Leinfelden-Echterdingen – Daimler Truck Holding AG ("Daimler Truck") delivered a strong performance in Q2 (Industrial Business, adj. ROS: 9.3%) despite ongoing macroeconomic uncertainty; volume-driven reduction of outlook reflecting continuous market weakness in North America. 

Due to the continued market uncertainty in North America, the full-year guidance for the North American Class 8 (heavy-duty) market is adjusted to 250,000 to 280,000 units (previously 260,000 to 290,000 units). Along with the updated market guidance, the unit sales volume for Trucks North America is now expected to be between 135,000 to 155,000 units (previously 155,000 to 175,000 units). As a result of the lower unit sales expectation, the adj. ROS of Trucks North America for the full year is now forecasted to range between 10% and 12% (previously 11% to 13%). 

For all other segments, the full-year guidance for 2025 remains unchanged. 

Following the adjusted guidance for Trucks North America, adj. EBIT on Group level is now expected to range between €3.6 billion and €4.1 billion. For the Industrial Business (IB), unit sales are now forecasted between 410,000 to 440,000 units (previously 430,000 to 460,000 units). Revenue IB is expected to range between €44 billion to €47 billion (previously €48 bn - €51 bn), and adj. ROS between 7% to 9% (previously 8% - 10%). Free cash flow IB is now forecasted to range between €1.5 billion to €2 billion. 

The updated guidance is based on the assumption that Daimler Truck will continue to operate under the current United States-Mexico-Canada Agreement (USMCA) framework and is subject to revision in case of changes in the tariff landscape or in the resulting macroeconomic conditions and further geopolitical developments.  

The results for Q2 2025 are as follows: 

• Daimler Truck Group, adj. EBIT: €1,118 million (consensus: €1,065 million) 

• Industrial Business, Revenue: €11,767 million (consensus: €11,883 million) 

• Industrial Business, adj. ROS: 9.3% (consensus: 8.5%) 

• Industrial Business, Free Cash Flow: €20 million (consensus: €149 million) 

For the individual segments, the results for Q2 2025 are as follows: 

Trucks North America 

• adj. EBIT of €657 million (consensus: €632 million) 

• adj. ROS of 12.9% (consensus: 12.6%) 

 Mercedes-Benz Trucks 

• adj. EBIT of €283 million (consensus: €284 million) 

• adj. ROS of 5.9% (consensus: 5.5%) 

Trucks Asia 

• adj. EBIT of €64 million (consensus: €57 million) 

• adj. ROS of 5.4% (consensus: 4.7%) 

Daimler Buses 

• adj. EBIT of €147 million (consensus: €131 million) 

• adj. ROS of 10.0% (consensus: 9.4%) 

Financial Services 

• adj. EBIT of €23 million (consensus: €50 million) 

• adj. ROE (Q1-Q2 2025) of 5.2% 
   

The terms (adj.) EBIT, (adj.) ROS, (adj.) ROE and Free Cash Flow are defined from page 40 onwards in the Daimler Truck Annual Report 2024.