TRATON Group reports 16% decline in Q3 2025 unit sales

The TRATON Group reported a decline in vehicle deliveries in the third quarter of 2025, as persistent market weakness and regional economic challenges weighed on sales across several brands.

According to preliminary figures, the Group sold 71,400 vehicles in the third quarter, down 16% from 85,300 units in the same period last year. For the first nine months of 2025, unit sales totalled 224,500 vehicles, representing a 9% decrease year-on-year.

Despite the overall downturn, sales of all-electric vehicles rose sharply. TRATON delivered 820 all-electric vehicles in the third quarter, a 55% increase compared to the same period in 2024.

Brand performance

Scania Vehicles & Services recorded a 1% decrease in unit sales, with 21,500 vehicles sold in Q3 2025. Strong performance in Europe, supported by previous quarters’ high order intake, was offset by declining sales in Brazil, where elevated dealer inventories, rising interest rates, and high inflation continue to constrain demand. Scania’s unit sales for the first nine months fell 8% year-on-year.

MAN Truck & Bus posted a 24% increase in unit sales to 24,600 vehicles, bucking the wider industry trend. The growth was driven by stronger demand for trucks, buses, and MAN TGE vans, despite ongoing weakness in the European truck market. For the first nine months of 2025, MAN sales were up 4% year-on-year.

International Motors saw the sharpest decline, with unit sales dropping 57% to 13,400 vehicles compared to an exceptionally strong prior-year quarter. The fall was partly due to the normalization following a temporary surge in deliveries last year caused by the resolution of a supplier disruption. A weak US truck market, ongoing freight recession, and tariff-related uncertainties also contributed to the decline. Over the first nine months of 2025, International’s sales were down 28%.

Volkswagen Truck & Bus (VWTB) sold 11,900 vehicles, a 4% decrease year-on-year. The slowdown in Brazil increasingly affected performance, though markets in Argentina, Chile, Colombia, and Peru showed positive developments. Stronger early-year sales helped VWTB achieve a 3% increase in unit sales over the first nine months.

While total volumes fell, TRATON reported continued momentum in its electric vehicle portfolio. MAN nearly doubled its all-electric sales in Q3, while Scania recorded a similar rise. Across the Group, electric vehicle sales reached 2,070 units in the first nine months of 2025, up 83% year-on-year.

TRATON cited a “persistently weak and uncertain market environment” as a key factor behind the lower sales figures.