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Daimler Truck Cuts 2025 Outlook Amid U.S. Tariffs and Weakening Demand

The company now expects lower vehicle sales, revenue, and profits, citing challenges in its key North American market.

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Overview

  • Daimler Truck has revised its 2025 vehicle sales forecast to 430,000–460,000 units, down from 460,000–480,000 units previously projected.
  • North American truck sales estimates have been lowered to 155,000–175,000 units, reflecting reduced demand due to new U.S. tariffs.
  • Revenue guidance for 2025 has been adjusted to €48–51 billion, a reduction from the prior range of €52–54 billion.
  • The company now anticipates adjusted EBIT to fluctuate between –5% and +5% of last year’s €4.7 billion, down from an earlier forecast of a 5–15% increase.
  • First-quarter results showed a 3% drop in order intake and a 7% decline in vehicle revenue, with cost-control measures helping maintain industrial margins.