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sur TRATON SE (isin : DE000TRAT0N7)

TRATON GROUP Reports Strong European Orders Despite Challenging 2025

The TRATON GROUP experienced a mixed performance in 2025, with incoming orders increasing by 7% to 281,300 vehicles, driven by a robust 32% rise in Europe. However, sales revenue decreased by 7% to €44.1 billion in a difficult market landscape.

Unit sales fell 9% to 305,500 vehicles, influenced by declining performance in North America and Brazil. Yet, the Vehicle Services business saw stable growth, with its contribution rising to 21% of TRATON Operations' sales revenue.

TRATON's adjusted operating result dropped to €2.8 billion, partly due to reduced truck sales and additional costs from US tariffs and currency fluctuations. Still, the company made strides in sustainability, notably with advancements in battery-electric vehicles and investments in Chinese infrastructure.

Looking forward, TRATON forecasts unit sales and sales revenue growth between -5% and +7% for 2026. The focus will remain on cost control and transformation investments amid geopolitical uncertainties.

R. P.

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