Industry Sales:

• Commercial Vehicles: approx. 70%
• Financial Services: approx. 20%
• Other Services: approx. 10%

TOP 3 Markets:

• North America: approx. 40%
• Europe: approx. 30%
• Asia: approx. 20%

Daimler Truck Holding AG generates the majority of its revenue from the sale of commercial vehicles, which represents the core area of the company. Financial services, such as leasing and credit offerings, also significantly contribute to the income.

The North American market is the largest revenue generator, followed by Europe and Asia. These markets are crucial for the growth and strategic orientation of the company. Daimler Truck benefits from a strong brand presence and a broad distribution network in these regions.

Production sites of Daimler Truck Holding AG:

1. Germany: Wörth, Mannheim, Gaggenau, Kassel
2. USA: Portland, Mount Holly, Cleveland
3. Brazil: São Bernardo do Campo
4. Japan: Kawasaki, Kitakyushu
5. Turkey: Aksaray
6. China: Cooperation with Foton in Beijing

Daimler Truck Holding AG produces its products at several locations worldwide. In Germany, important production facilities are located in Wörth, Mannheim, Gaggenau, and Kassel. In the USA, the company produces in Portland, Mount Holly, and Cleveland. São Bernardo do Campo is an important location in Brazil. In Japan, there are production facilities in Kawasaki and Kitakyushu. Additionally, the company operates a plant in Aksaray, Turkey.

In China, Daimler Truck has a strategic cooperation with Foton to produce trucks in Beijing. This global presence enables the company to efficiently offer its products in different markets and benefit from regional advantages.

Electrification: Investments in electric truck models
Autonomous vehicles: Development and implementation of autonomous driving technologies
Sustainability: Focus on CO2 reduction and sustainable production

Daimler Truck Holding AG is pursuing a multi-track growth strategy that heavily relies on innovation and sustainability. An essential part of this strategy is the electrification of their vehicle fleet. The company is investing significantly in the development of electric truck models to meet the increasing demand for environmentally friendly transport solutions.

Additionally, Daimler Truck is focusing on the development of autonomous driving technologies. These are intended not only to increase efficiency but also to enhance road safety. The implementation of these technologies is seen as crucial for future competitiveness.

Another important aspect of the growth strategy is sustainability. Daimler Truck has set ambitious goals for reducing CO2 emissions and is working on sustainable production. These measures are intended to bring not only ecological benefits but also increase attractiveness for environmentally conscious customers.

Main raw materials: Steel, aluminum, copper, plastic, rubber

Countries of origin:

• Steel: China, Germany, Japan
• Aluminum: Canada, Russia, Norway
• Copper: Chile, Peru, USA
• Plastic: Germany, Netherlands, Belgium
• Rubber: Thailand, Indonesia, Malaysia

Daimler Truck Holding AG sources a variety of raw materials and components essential for the production of commercial vehicles. Steel and aluminum are the main components for vehicle bodies and are imported from countries with strong metal industries such as China and Canada. Copper, needed for electrical systems, mainly comes from leading copper producers Chile and Peru.

Plastics and rubber are also crucial, especially for interior fittings and tires. These materials are often sourced from European countries as well as Southeast Asia, where natural rubber production dominates. Diversifying the supply chains enables Daimler Truck to flexibly respond to market changes and ensure supply security.

Market share in Europe: 20% (estimated for 2025)
Market share in North America: 40% (estimated for 2025)
R&D Investments: 1.5 billion euros (2024)

Daimler Truck Holding AG has a significant competitive advantage, especially in the European and North American markets. With an estimated market share of 20% in Europe and 40% in North America, the company positions itself as one of the leading manufacturers in the truck industry.

A key factor for this advantage is the continuous investment in research and development, which amounted to approximately 1.5 billion euros in 2024. These investments enable Daimler Truck to develop innovative technologies, especially in the field of electromobility and autonomous vehicles.

Additionally, the company benefits from a strong global presence and a broad product portfolio, allowing it to flexibly respond to market changes and efficiently meet customer needs.

Institutional investor share: approx. 70% (estimated, 2025)

Insider purchases/sales: No significant transactions in the last quarter (estimated, 2025)

The institutional investor share in Daimler Truck Holding AG is estimated to be around 70%. This demonstrates the confidence of major investors in the company's long-term strategy and growth potential.

Regarding insider transactions, there were no significant purchases or sales in the last quarter, which could indicate a stable assessment of the company's value by management. Such transactions are often seen as indicators of the company's future performance, so their absence is noteworthy.

Market share of Daimler Truck Holding AG: 18% (2025, estimated)

Top competitors and their market shares:

1. Volvo Group: 20%
2. Daimler Truck Holding AG: 18%
3. Paccar Inc.: 15%
4. Traton SE: 12%
5. Navistar International: 10%
6. Hino Motors: 8%
7. Isuzu Motors: 7%
8. Tata Motors: 5%
9. Ashok Leyland: 3%
10. MAN SE: 2%

Daimler Truck Holding AG has a significant moat, characterized by its strong global presence, wide range of products, and established brand. The innovation in electromobility and autonomous driving further enhances this advantage.

Compared to competitors, Volvo Group has a similar moat, especially due to its strong market position in Europe and Asia. Paccar Inc. benefits from a strong position in the North American market, while Traton SE pursues a diversified approach through the integration of various brands like Scania and MAN.

Overall, Daimler Truck has a solid moat, but the competition is intense, and the differences in moats are often region- and segment-specific. The ability to innovate and adapt to new technologies will be crucial for future market positioning.

Revenue growth: 8% (2024) EBIT margin: 7.5% (2024) R&D expenses: 2.1 billion euros (2024)

Daimler Truck Holding AG recorded a revenue growth of 8% in 2024, attributed to strong demand for commercial vehicles and successful expansion into new markets. The EBIT margin of 7.5% demonstrates solid operational efficiency and the ability to manage costs effectively.

The company continues to invest heavily in research and development, with expenses of 2.1 billion euros in 2024, indicating a strategic focus on innovation and technological leadership. These investments are crucial to remain competitive in a rapidly evolving market, especially in the field of electromobility and autonomous vehicles.

The long-term growth prospects of Daimler Truck Holding AG are positive, supported by global demand for sustainable transport solutions and continuous improvement in operational efficiency. However, investors should also consider macroeconomic conditions and potential risks in the supply chain that could impact the business.

Dividend yield: 3.5% (estimated for 2025)
Dividend history: Continuous distribution since 2021

Daimler Truck Holding AG has regularly distributed dividends to its shareholders since its spin-off from Daimler AG in 2021. The company's dividend policy aims to provide a stable and attractive return for shareholders while keeping the payout ratio within a sustainable framework.

The reliability of dividend payment is supported by Daimler Truck's solid financial performance and strong market position. The company has focused on expanding its market share and improving efficiency, contributing to a stable earnings situation. Analysts expect Daimler Truck to continue to reliably distribute dividends in the coming years.