Daimler Truck reported second-quarter unit sales of 86,707 vehicles, an 8% increase from a year earlier, led by a recovery in its North America division that had been battered earlier in the year by tariffs and weak order intake.
For the Trucks North America segment specifically, quarterly volume climbed to 41,687 units from 29,432 in the first quarter — a gain of more than 40% — and ahead of the 38,580 units delivered in the same period last year. Reuters reported that group-wide volume a year earlier had stood at 80,607 units.
Battery electric vehicles accounted for 1,405 of the group's second-quarter deliveries, up from 742 in the first quarter and 1,232 in the second quarter of 2025.
The rebound follows a difficult start to the year. Trucks North America posted a 25% year-over-year volume decline in the first quarter, with unit sales falling to 29,432 as the division absorbed a combination of low prior-year order intake and the full impact of U.S. import tariffs for the first time. CFO Eva Scherer told analysts the tariff burden alone represented a cost of at least €100 million in the period, with the combined effect of weaker volume, currency headwinds, and tariffs amounting to a €624 million hit to the segment. Adjusted return on sales for Trucks North America collapsed to 5.4% from 14.4% a year earlier.
At the time, Daimler Truck's leadership pointed to signs that conditions were improving. Group incoming orders rose 50% in the first quarter to 114,043 units, including an 86% surge in North American order intake. Scherer projected that North America truck deliveries in the second quarter would reach roughly one-and-a-half times the first-quarter volume — a forecast that the second-quarter figures now appear to have borne out.
Mercedes-Benz Trucks sold 38,970 units in the second quarter, up from 34,486 in the first quarter and 38,294 in the second quarter of 2025. Daimler Buses contributed 6,132 units, compared with 4,972 in the first quarter.