EarningsQ2 2026 Earnings Report
MX:DTGN Q2 2026 EPS Results
Actual EPS$3.04
Consensus EPS$16.95
Beat/MissMissed by -$13.90
One Year Ago EPS$7.30
MX:DTGN Q2 2026 Revenue Results
Actual Revenue$249.15B
Expected Revenue$252.98B
Beat/MissMissed by -$3.82B
YoY Revenue Growth+5.29%
Earnings Announcement Details
QuarterQ2 2026
Date08/07/2026
TimeBefore Open
Conference CallFriday, August 7, 2026
MX:DTGN Upcoming Earnings
Daimler Truck Holding AG's next earnings date is estimated for November 6, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call described a clear inflection point: revenue growth, stronger Trucks North America performance, upgraded guidance, materially improved cash/liquidity and successful ARCHION proceeds are notable positives. Offsetting this are persistent tariff-related earnings headwinds in North America (though improving), margin pressure from negative net price/cost and increased R&D expense through the P&L, ramp-up issues at a new parts center, and regional softness in buses and parts of Europe/Latin America. On balance, management emphasized improved momentum, guidance upgrades and strategic investments, and the positives outweigh the challenges in the near term.Company Guidance
Group revenue and profitability
Group revenue of EUR 12.3 billion, up 5% year-over-year; adjusted EBIT of around EUR 800 million and reported net profit of EUR 1.5 billion; earnings per share EUR 1.91.
Raised full-year guidance
Management raised full-year guidance: group adjusted EBIT now guided to EUR 3.6–4.1 billion; Industrial Business unit sales 340,000–370,000, revenue EUR 43–47 billion and adjusted return on sales 7%–9%; free cash flow upgraded to EUR 3.0–3.5 billion.
Trucks North America turnaround
Trucks North America revenue ~EUR 5.2 billion (up 2% YoY); adjusted EBIT increased to EUR 435 million (more than doubled from Q1 EUR 209m); adjusted return on sales improved to 8.4% from 5.4%; unit sales +8% YoY; order intake >35,000 units, up 156% YoY; July Class 8 order share 45%.
Strong cash position and free cash flow
Net industrial liquidity increased to EUR 8.3 billion (from EUR 7.1 billion at end-Q1); very strong industrial free cash flow of ~EUR 1.8 billion in Q2 versus EUR 20 million a year ago; upgrade to full-year free cash flow guidance reflects improved cash generation.
ARCHION transaction proceeds
ARCHION closing delivered ~EUR 1.4 billion cash; net positive cash flow after deconsolidation ~EUR 1.1 billion; expected additional proceeds of EUR 500–600 million when shareholding reduced to 25%; reported gain and proceeds contributed to cash and reported results (net impact reported as positive EUR 953 million).
Mercedes‑Benz Trucks revenue and volumes
Mercedes‑Benz Trucks revenue EUR 5.3 billion, up 10% YoY; group unit sales increased 10% to nearly 39,000 units (supported by stronger European market conditions); adjusted EBIT increased to EUR 317 million (from EUR 283m prior year).
Daimler Truck Financial Services improvement
Financial Services adjusted EBIT rose to EUR 58 million (from EUR 23m prior year); adjusted return on equity improved to 7.5% from 3.1%, driven by stronger interest margin and improved credit environment.
Zero-emission progress
Zero-emission truck sales ~1,400 units in Q2, up 21% YoY; registrations in Europe rose to ~6% of total in Q2 (from ~2% prior quarter/2025); Daimler reported ~38% share of the European heavy-duty zero-emission segment in H1 2026, indicating leadership in ZETs.
Order intake, backlog and book-to-bill
Incoming orders ~74,000 units, up 27% YoY; unit sales ~87,000 units in Q2 (+8% YoY) producing a book-to-bill of 86%; backlog remains ~50% above last year and well above historical averages, providing visibility into H2 2026.
Strategic investments and manufacturing expansion
Announced a new U.S. greenfield manufacturing facility (start of production planned late 2029) to increase flexibility and future capacity; management indicated attractive payback and that CapEx is expected to remain elevated through 2027–2028 as planned.
MX:DTGN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed