Daimler Truck Holding AG (DE:DTG)
XETRA:DTG
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Earnings Data
Report Date
Aug 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.84Last Year’s EPS
0.36Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong commercial momentum (order intake up 50%, significant backlog, market share gains in Europe and North America, and solid liquidity) and confirmed guidance support a recovery narrative. However, near‑term financials were challenged by sharp volume declines (notably in North America), substantial tariff headwinds (low triple‑digit million impact in Q1), a EUR 200 million noncash impairment related to the battery JV, and negative industrial free cash flow (~EUR 400 million). Management expects a sequential recovery in Q2 and improvement in the second half, but the combination of current profitability hits and policy/tariff uncertainty tempers the outlook.Company Guidance
Strong Order Intake and Backlog Momentum
Incoming orders rose 50% year-over-year to 114,000 units, producing a book-to-bill of 166%. Trucks North America order intake exceeded 59,000 units (up 86% YoY, +13% sequentially) and Mercedes‑Benz Trucks order intake reached ~49,000 units (up 33% YoY). Management cites the strong backlog as a key support for H2 recovery.
Market Share Gains and Leadership
North America Class 8 market share was 37.7% in Q1. European heavy‑duty market share increased from 14.2% in Q1 2025 to 18.3% in Q1 2026; overall group market share in Europe reached 18.5%. In zero‑emission vehicles, Daimler Truck captured 33% of the European heavy‑duty ZEV segment.
Revenue, EBIT and Liquidity Highlights
Group revenue was EUR 10.0 billion with adjusted EBIT of ~EUR 500 million and net profit of EUR 149 million. Net industrial liquidity remained strong at EUR 7.1 billion after Q1.
ARCHION Transaction and Expected Cash Inflow
Integration of Mitsubishi Fuso and Hino into ARCHION closed April 1, 2026. Daimler Truck expects to gradually reduce ownership to 25% and generate total cash inflow from the transaction of between EUR 1.5 billion and EUR 2.0 billion; free float expected to reach at least 35% within 12 months.
Affirmed Guidance and Near‑Term Recovery Expectations
Company confirmed all segment KPIs for 2026 remain unchanged. Trucks North America expects Q2 unit sales ~50% above Q1 and to be at the upper end of the full‑year adjusted ROS 6–8% corridor; Mercedes‑Benz Trucks expects Q2 sales +15% sequentially; Daimler Buses expects Q2 sales ~30% above Q1.
Zero‑Emission and BEV Sales Growth
Sales of battery electric trucks and buses were ~700 units in Q1, up 26% year-over-year, demonstrating growth in the ZEV portfolio despite overall infrastructure constraints.
Strategic Capital Allocation and JV Decisions
Deferred capacity installation at Amplify Cell Technologies reduces near‑term cash contributions (originally planned low triple‑digit million cash injection) and is expected to improve 2026 free cash flow despite a noncash impairment; Toyota joining cellcentric (as equal shareholder) further strengthens hydrogen fuel‑cell strategy.
DE:DTG 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
DE:DTG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | €41.52 | €41.97 | +1.08% |
Mar 12, 2026 | €40.18 | €41.84 | +4.12% |
Nov 07, 2025 | €33.18 | €32.90 | -0.84% |
Jul 31, 2025 | €41.06 | €40.98 | -0.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Daimler Truck Holding AG (DE:DTG) report earnings?
Daimler Truck Holding AG (DE:DTG) is schdueled to report earning on Aug 07, 2026, Before Open (Confirmed).
What is Daimler Truck Holding AG (DE:DTG) earnings time?
Daimler Truck Holding AG (DE:DTG) earnings time is at Aug 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Daimler Truck Holding AG stock?
The P/E ratio of Daimler Truck Holding AG is N/A.
What is DE:DTG EPS forecast?
DE:DTG EPS forecast for the fiscal quarter 2026 (Q2) is 0.84.