Traton truck deliveries fall 6% in first quarter as US weakness persists

Reuters

Mon, April 13, 2026 astatine 8:07 AM CDT 1 min read

April 13 (Reuters) - German motortruck shaper Traton reported a 6% driblet successful conveyance income for ‌the archetypal 4th of 2026 connected Monday, driven ‌by a 21% diminution successful its U.S.-based International Motors brand.

Weakness ​in the U.S. marketplace persisted successful the quarter, Traton said, portion a pugnacious marketplace concern successful South America besides led to less deliveries astatine the Scania and Volkswagen ‌Truck & Bus subsidiaries.

The ⁠company delivered 68,600 vehicles betwixt January and March, down from 73,100 successful the ⁠same play past year. Deliveries of electrical vehicles grew 38% successful the aforesaid period.

The MAN Truck & Bus marque ​recorded a ​14% summation crossed its ​models, which Traton attributed ‌to betterment successful Europe.

UBS analysts said successful their archetypal instrumentality connected the results that the fig of sold vehicles was 4% little than expected, portion raising concerns implicit Traton's profitability successful China and the ‌United States.

Traton is exposed to ​U.S. tariffs connected heavy-duty trucks, ​imposed nether the ​Section 232 nL2N3VC15U nationalist information commercialized statute, ‌which applies to its Mexican manufacturing ​sites supplying ​the U.S. market.

Scania besides started up a caller accumulation works successful Rugao, China successful October. Analysts ​from Citi person ‌voiced concerns astir underutilization astatine this site.

(Reporting ​by Simon Ferdinand EibachEditing by Linda Pasquini, Miranda ​Murray and Milla Nissi-Prussak)