Traton CEO Christian Levin<\/a> said during the company\u2019s Q3 earnings call.<\/p>\nAs a result, International decided to discontinue development of the eRH.<\/p>\n
\u201cDemand simply isn\u2019t there right now,\u201d Levin told analysts. \u201cBut let me be crystal clear, we have not abandoned the market. We are convinced that total cost of ownership parity will come.\u201d<\/p>\n
Sales Tumble; 2026 Outlook Foggy<\/p>\n
International\u2019s truck sales fell 64% in the most recent three-month period to 9,753 units from 27,281 in Q3 2024. Sales also fell 33% from 14,628 in the second quarter of 2025.<\/p>\n
Traton said North American sales were hurt by the ongoing freight rate recession and tariff uncertainty, while the year-over-year comparison was exacerbated by a jump in Q3 2024 sales after a mirror supply issue was resolved.<\/p>\n
Looking forward, International\u2019s Q3 truck orders fell 26% to 8,760 from 11,795 in the year-ago period.<\/p>\n
Overall truck and bus orders at International fell 31% year over year to 10,674 from 15,396.<\/p>\n
Traton said 2025 North American Classes 6-8 sales are expected to be down 10%-15%. Three months ago, the company expected sales to be down 7.5%-17.5%.<\/p>\n
Through the first nine months of 2025, Traton said regionwide Class 8 sales were down 12% year on year at 200,000 trucks.<\/p>\n
\u201cSo there is quite some catching up needed before reaching [the] year-end,\u201d Levin told analysts. \u201cThere is a still a high level of dealer inventory, which is expected to meet retail demand.\u201d<\/p>\n
The company said North American Classes 6-8 sales were down 11% in the first three quarters at 281,000.<\/p>\n
\u201cProspects for 2026 in the North American truck market remain highly uncertain. While supportive business policies, such as deregulation and tax incentives could encourage growth, ongoing concerns around the impact of tariffs have a negative impact,\u201d Levin said.<\/p>\n
\u201cThe unclear scope and timeline of the EPA \u201927 emissions regulations further adds uncertainty,\u201d the company\u2019s top executive said.<\/p>\n
The Environmental Protection Agency is reassessing planned nitrogen oxide emissions limits for heavy-duty trucks.<\/p>\n
Currently, the Biden-era 0.035 grams per horsepower-hour Heavy-Duty Nitrogen Oxide rule is due to enter effect Jan. 1, 2027.<\/p>\n
Traton will provide its first outlook for 2026 sales expectations in March.<\/p>\n
US Truck Prices to Rise<\/p>\n
However, International\u2019s trucks are set to be more expensive in the coming months. Chief Financial Officer Michael Jackstein said during the call that International\u2019s heavy-duty tariff surcharge had been raised over the past couple of days to $9,500 from $3,200.<\/p>\n
International\u2019s Escobedo plant is its primary production facility for Class 8 trucks.<\/p>\n
The company\u2019s surcharge for medium-duty trucks was raised to $7,000 from $2,000. Jackstein also said more medium-duty and vocational truck production would be moved to the U.S.<\/p>\n
International\u2019s sales revenue totaled $2.12 billion in Q3, down 49% from $4.17 billion in the year-ago period.<\/p>\n
Traton said this was due to the slump in truck sales, weaker revenue from its vehicle services unit, increasing tariff costs, low fixed cost absorption due to low capacity utilization, plus an unfavorable product and customer mix.<\/p>\n
Overall, Traton\u2019s profit in the most recent quarter fell 41% to $778.9 million from $1.33 billion in Q3 2024.<\/p>\n
Munich-based Traton \u2014 the truck and bus arm of automaker Volkswagen \u2014 saw revenue total $12.22 billion in Q3, a decrease of 12% compared with $13.84 billion in the year-ago period.<\/p>\n
The company\u2019s operating profit fell 55% year over year to $542 million from $1.21 billion.<\/p>\n
Vehicle sales globally fell 16% year over year to 71,429 trucks and buses from 85,274 in Q3 2024.<\/p>\n
Orders in the most recent quarter totaled 62,512 trucks and buses, down 3% year over year from 64,353 vehicles in Q3 2024. Truck orders fell 1% year over year to 50,426 from 50,823 in the year-ago period.<\/p>\n","protected":false},"excerpt":{"rendered":"International Motors’ manufacturing facility in Escobedo, Mexico. (International Motors) October 30, 2025 9:30 AM, EDT Key Takeaways: International…\n","protected":false},"author":2,"featured_media":42126,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21168],"tags":[36537,22113,33156,355,23522,21188],"class_list":["post-42125","post","type-post","status-publish","format-standard","has-post-thumbnail","category-traton","tag-battery-electric-trucks","tag-class-8-orders","tag-class-8-truck","tag-international","tag-q3-2025-earnings","tag-traton"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts\/42125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/comments?post=42125"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts\/42125\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/media\/42126"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/media?parent=42125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/categories?post=42125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/tags?post=42125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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