Daimler Truck CFO: North American Recovery a Second-Half 2026 Story

Stuttgart / Portland – November 7, 2025 — Daimler Truck North America (DTNA) saw its profits plunge more than 60% in the third quarter compared to a year earlier, with further declines expected through year-end, according to Eva Scherer, CFO of Daimler Truck Holding AG.

The company’s North American brands — Freightliner, Western Star, and Thomas Built Buses — sold 30,225 units during the quarter ending September 30, down 39% year-over-year. Revenue dropped by roughly one-third to $4.6 billion, while EBIT sank 65% to $295 million.

Scherer told analysts that the Trump administration’s tariffs on trucks and parts are compounding the effects of slowing orders and higher input costs — a pattern similar to that of Traton SE, parent company of International, which also expects Q4 losses.

Although sales ticked up in September and October, Scherer said volumes remain well below expectations. “We do hope, of course, that the market will pick up,” she stated. “We do not expect to see it at the moment in quarter one, and it will probably happen more towards the second half of the year.”