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Daimler Truck: The Recovery Begins

Daimler Truck shows clear signs of recovery, with Q2 group sales up 8% and North America rebounding 41.6% QoQ. Q2 preliminary volumes missed management's guidance, but order intake remains robust, with book-to-bill ratios above 1 signaling sustained demand momentum. Despite volume recovery, margin improvement remains uncertain; the current focus is on volumes, with FY26 RoS guidance set at 6–8%.

Seeking Alpha • Jul 9, 2026

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