Traton Group, parent company of International Motors, saw global unit sales up 4% year-over-year with sales revenue up the same amount to $13.42 billion. Globally, orders were up 30% and International, the U.S. brand for the company, saw orders jump 197% year-over-year.
"The market environment remained challenging in the first half of 2026, but we saw a clear upward trend in the second quarter," says Christian Levin, CEO of Traton. "Our strong customer focus and the continued strength of our vehicle services business enabled us to deliver a solid performance while continuing to execute on our strategic priorities."
The company says the increase in orders indicates demand in key markets is recovering and Traton says it's entering the second half of the year with good momentum.
International Motors
International's sales revenue in the second quarter was $2.34 billion, Traton reported. That was down 7% year over year as the company battled a slowdown in truck unit sales and tariff costs. However, the company lowered fixed costs and will realize some tariff rebate, Traton says.
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In the U.S. and Canada, International orders were up 239% year over year to 20,125 trucks ordered in the quarter. Bus orders in the region were up 62% year-over-year at 2,487 buses ordered.
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Unit sales in North America were down 10% year-over-year. Traton says the market recovery isn't yet fully reflected in the unit sales tally, but notes the numbers were improved quarter-over-quarter — up 24%.
"We continue to aim for a stronger second half of 2026," says Dr. Michael Jackstein, CFO and CHRO of Traton. "The business performance so far in our core markets allows us to narrow our full-year outlook for some key performance indicators to the upper end of the previous ranges."
Traton Financial Services
Sales revenue for Traton Financial Services was up 21% to $730 million. The company reported improved profitability in the core financing business that was offset partially by higher expenses and elevated risk costs. For the full year 2026, Traton expects an 8-11% return on equity from Financial Services.
