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Daimler Truck Cuts 2025 Guidance Again on U.S. Tariff Impact

Tariff-driven demand shortfalls have led to a revision of North American unit guidance to 135,000–155,000 vehicles, production capacity pullbacks, three percent drop in after-hours share price.

Overview

  • The company lowered its 2025 industrial business revenue forecast to €44–47 billion, down from an earlier €48–51 billion outlook.
  • North America sales guidance was trimmed to 135,000–155,000 units from 155,000–175,000 units after order intake weakened in recent months.
  • Daimler Truck cited sustained market weakness caused by U.S. import tariffs and economic uncertainty as the primary driver of the cuts.
  • Production capacities in the U.S. and Mexico have been scaled back to align with the reduced volume forecast.
  • Shares fell about 3 percent in after-hours trading as investors responded to the second forecast downgrade this year.