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Daimler Truck Stock: Sharp Downgrade Sparks Market Turmoil

Felix Baarz by Felix Baarz
August 1, 2025
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Daimler Truck shocked investors with a deeper-than-expected profit warning, sending shares plummeting 6.5% pre-market to around €40. The downturn stems from collapsing orders in North America, where second-quarter demand halved due to freight companies’ reluctance to invest amid tariff uncertainty. The company slashed its full-year revenue forecast to €44–47 billion from €48–51 billion, with adjusted EBIT now projected at €3.6–4.1 billion—well below prior targets. North American sales expectations were cut to 135,000–155,000 units, while global industrial vehicle deliveries were trimmed to 410,000–440,000. A cost-cutting program targeting over 7,000 jobs aims to save €1 billion by 2030.

Glimmer of Hope in Electrification

Despite the bleak outlook, Daimler Truck reported a stable 9.3% adjusted return on sales last quarter, with electric vehicle deliveries surging 36% year-over-year to 1,991 units. Analysts remain divided on whether the order slump has bottomed out, but the stock’s resilience near its 52-week high suggests lingering investor confidence in the company’s long-term strategy.

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Felix Baarz

Felix Baarz

My name is Felix Baarz, and I look back on over fifteen years of experience as a business journalist. I have always been fascinated by the mechanisms and dynamics of global financial markets as well as the complex economic and political interconnections that shape our world. With this passion, I have made a name for myself as an expert on international financial markets and dedicate myself with great commitment to making even the most complex topics understandable and accessible to my readers. My roots lie in Cologne, where I was born and raised. Early on, my curiosity about economic topics and international developments sparked my interest in journalism. After completing my studies, I began my career as a business editor at a respected German trade publication. Here I laid the foundation for my professional career, but my curiosity soon drew me out into the wider world. A turning point in my life was moving to New York, where I lived for six years and gained insight into leading media houses. In this vibrant metropolis, I was able to report firsthand from the heart of the global financial world. From daily developments on Wall Street to major economic policy decisions that make waves worldwide, I had the opportunity to write about central topics that move people and markets alike. This time shaped my perspective and sharpened my view of global interconnections.

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