Finance
Traton warns US truckers deferring orders over recession fears, analyst note says
Published by Global Banking & Finance Review®
Posted on April 7, 2025
1 min readLast updated: January 24, 2026
Global Banking & Finance Review®
Company
Published by Global Banking & Finance Review®
Posted on April 7, 2025
1 min readLast updated: January 24, 2026
Traton warns of a 10% shrink in the US truck market as truckers defer orders over recession fears, impacting Q1 margins.
BERLIN (Reuters) -Traton said on Monday that it expected the North American truck market to shrink by close to 10%, the lower end of its full-year forecast, even before accounting for the impact from U.S. tariffs or a possible recession.
Truckers in the United States are deferring orders over fears of a global recession, Volkswagen's truck unit Traton said in a call with investors on Monday, according to an analyst note by Bernstein Research.
The investor call was held before a closed period on company information before its first-quarter results on April 28.
According to the note, the truckmaker also expected margins down "meaningfully" in Q1, driven by the volume decline. Still, order momentum remained positive in Europe and production was being increased.
(Reporting by Victoria Waldersee, Editing by Friederike Heine and Aurora Ellis)
The main topic is Traton's warning about US truckers deferring orders due to recession fears and its impact on the market.
Traton forecasts a nearly 10% shrink in the North American truck market.
Despite US concerns, Traton's order momentum remains positive in Europe.
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