In the first half of 2025, the Traton Group received more orders for commercial vehicles, but at the same time delivered fewer vehicles and achieved lower sales. According to the company, order intake increased by eleven percent to 139,599 vehicles. This corresponds to an increase of eleven percent compared to the same period last year.
The increase in truck orders was particularly pronounced. Here, the company registered an increase of 14 percent to 111,391 vehicles. Order intake for the light commercial vehicle MAN TGE increased by 25 percent to 14,201 units due to a model change. Demand for buses, however, fell by twelve percent to 14,007 vehicles.
During the same period, sales, i.e., actual vehicle deliveries, decreased by four percent to 153,086 vehicles. The decline in the truck segment was particularly significant, down eight percent to 121,308 units. In contrast, sales in the bus business rose by 28 percent to 16,718 vehicles. The MAN TGE achieved a slight increase
of two percent with 15,060 vehicles delivered.
The Traton Group attributes the increase in order intake, among other things, to a heightened replacement demand in the market of the EU27+3 states. In North America, however, demand is declining due to uncertainties surrounding US tariff policy. The company also observes decreasing dynamics in the heavy truck segment in Brazil due to a challenging economic environment.
Sales Decline Significantly
Despite the increased orders, sales fell significantly in the first half of 2025. The Traton Group reports a decline of six percent to 21.9 billion euros. The company attributes this drop to reduced sales and lower capacity utilization in truck production. Additionally, currency effects had a negative impact, particularly due to the appreciation of the Swedish krona.
Production Adjustments in Several Markets
In light of declining delivery numbers and fluctuating demand, the Traton Group has adjusted its production at several sites. Scania has reduced its global production capacity. The company cites lower
sales figures, currency exchange losses, and additional expenditures for setting up a new plant in China as reasons.
International Motors is currently omitting a second shift at its Mexican plant, where Class 8 vehicles are produced. The company justifies this step with an unfavorable product mix, weaker sales volume, and declining revenues in the vehicle services and other business areas.
MAN Truck & Bus also recorded a decline in sales, but was able to partially offset this through fixed-cost reductions. According to the company, operational development improved over the course of the first half of the year. In contrast, Volkswagen Truck & Bus in Brazil increased its operating margin to 13.0 percent despite lower sales. However, a moderate sales increase was burdened by rising product costs and negative currency effects.
Technological Collaboration and Electromobility
As of July 1, 2025, the Traton Group has introduced a group-wide research and development structure. The brands are to share their technical know-how in
the future. The goal is to pool development resources and transform technological solutions into marketable products more quickly, according to the statement.
In the field of electromobility, the company reported a doubling of delivered fully electric vehicles compared to the previous year. Exact numbers were not provided.
Forecast Lowered
In response to the current market situation, the Traton Group has adjusted its forecast for the 2025 fiscal year. The company now expects a decline in sales and revenue between zero and ten percent. The operating return is expected to be in the range of six to seven percent. Originally, Traton had anticipated an increase of up to five percent. As an additional uncertainty factor, the company cites possible impacts of US trade policy.
The corporate group announces that it will also take measures to ensure cost security and production control throughout the remainder of the year. The aim is to respond flexibly to changes in demand and to secure
