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An update from TRATON SE ( (DE:8TRA) ) is now available.
TRATON GROUP reported a 6% decline in total vehicle deliveries to 68,600 units in the first quarter of 2026, reflecting a slow start to the year amid weak demand in key South American markets and lower sales at Scania, International, and Volkswagen Truck & Bus. Despite the overall drop, the Group’s all-electric vehicle sales rose 38% year-on-year, driven by strong growth at MAN and International, underscoring TRATON’s gradual shift toward electrification even as regional market headwinds, particularly in Brazil, continue to weigh on conventional truck volumes.
Scania’s unit sales fell 6% on sharp declines in South America, while MAN Truck & Bus achieved a 14% increase supported by previously strong European orders and a soft comparison base. International’s sales dropped about 21% despite early signs of improving U.S. demand, and Volkswagen Truck & Bus posted a 20% decline due to a persistently difficult South American environment, highlighting the company’s exposure to cyclical regional markets even as it builds momentum in zero-emission offerings.
More about TRATON SE
TRATON SE, headquartered in Munich, is the parent and holding company of the TRATON GROUP and ranks among the world’s leading commercial vehicle manufacturers. Through its brands Scania, MAN, International, and Volkswagen Truck & Bus, the Group offers a portfolio of trucks, buses, and light-duty commercial vehicles, with a stated ambition to transform transportation sustainably and support long-term commercial growth.
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