As Daimler Truck prepares for a pivotal quarterly event, the company is accelerating its operational tempo. A recent flurry of announcements regarding new orders and product launches has captured market attention. This activity raises a key question: can this momentum alleviate concerns stemming from a challenging sales performance in 2025?
Financial Spotlight Set for March 12, 2026
All eyes are on the upcoming virtual Annual Results Conference scheduled for March 12, 2026. The company is set to release its complete 2025 financial figures and provide guidance for 2026 at that time. According to the schedule, the financial documents will be published at 7:30 AM CET, followed by a presentation commencing at 9:00 AM CET. This event is widely anticipated to deliver the next significant market catalyst, offering clarity on how management interprets last year’s sales dip and outlines its strategic framework for the coming year.
2025 Sales: A Mixed Picture with Regional Divergence
The context for this product offensive is defined by a complex 2025. Group-wide vehicle sales declined to 422,510 units, representing an 8% decrease compared to the previous year. The results revealed a stark regional split.
The North American market proved particularly difficult, with sales plunging 26% to 141,814 units, weighing heavily on the overall result. In contrast, the European business for Mercedes-Benz Trucks remained largely stable, while Asia recorded modest growth. A notable bright spot was the battery-electric vehicle segment, which expanded significantly by 67% to 6,726 units. However, this segment still constitutes a relatively small portion of the total volume. This mixed performance underscores Daimler Truck’s dual-track communication strategy: aggressively pushing electrification while visibly advancing its conventional core business.
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A Trio of Product Announcements
The company’s recent announcements span multiple divisions and regions. In its home market, the bus unit secured several substantial orders. Three operators collectively placed orders for 51 Setra vehicles. Gerdes Reisen plans to integrate 26 new buses, Geldhauser added nine double-deckers to its fleet, and Schröder Reisen expanded its lineup with 16 coaches for its anniversary, bringing its total Setra fleet to 130 vehicles upon delivery. For Daimler Truck, such orders signify more than positive publicity; they demonstrate sustained, stable growth within the bus division.
Concurrently, the group launched two new products in North America. Daimler Truck North America has begun series production of a new “Exterior Camera System” for Freightliner and Western Star models in the vocational and medium-duty segments. This factory-integrated system supplements the standard rearview camera with additional viewpoints (left, right, and forward). This follows the earlier unveiling of the new Detroit Gen-6 heavy-duty diesel engine family—comprising the DD13, DD15, and DD16 models—for the North American market.
Market Performance Reflects Cautious Optimism
Ahead of the key financial disclosure, the stock market presents a relatively calm picture. Daimler Truck shares are currently trading at €42.40, down 0.42% on the day. Since the start of the year, the stock has posted a solid gain of 12.86%. Notably, the current price sits just approximately 4.5% below its 52-week high of €44.39. This proximity suggests that investors are cautiously optimistic and are closely awaiting the forthcoming statements on North America and the 2026 outlook, with the March 12th conference expected to provide the next decisive impulse.
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