International Q2 Sales Rise 10% From Soft 2024 Figures
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’ truck and bus sales rose 10% year on year in the second quarter of 2025 to 17,600 vehicles from 16,000, .
International’s sales jumped in direct contrast to those of its peers as a consequence of the year-ago period taking a hammering from a fire at a mirror supplier’s plant, according to preliminary sales figures released ahead of the full quarterly results.
But the parent company warned that the “U.S. market faces ongoing uncertainty regarding the impact of import tariffs and the economic outlook.”
International’s sales in the first half of 2025 fell 2% year over year to 34,500 trucks and buses from 35,300 vehicles.
The truck maker sold 16,889 trucks and buses in Q1, a 12% decrease compared with 19,280 vehicles a year earlier.
International sold 13,702 trucks in the first three months of 2025, a 27% decrease compared with 17,512 in the year-ago period, Traton said April 28.
Traton does not break out sales beyond the top line figure for trucks and buses in the preliminary figures. Traton’s Q2 earnings are scheduled to be released July 25.
Lisle, Ill.-based Navistar — as International was known at the time ahead of a September rebranding — sold 16,032 trucks and buses in Q2 2024, compared with 23,243 in Q2 2023. The company’s truck sales in Q2 2024 totaled 13,143 vehicles, compared with 19,595 a year earlier.
A fire at the mirror supplier’s plant meant International could not complete and deliver some of its trucks as planned in Q2 2024.
The unidentified supplier’s production site is in the same neighborhood as International’s Escobedo heavy-duty truck manufacturing plant.
At the time, analysts questioned why International was so dependent on that one supplier and hadn’t diversified its supply chain.
(International Motors)
Traton executives said the then-Navistar’s supply chain problems were long-standing and taking time to work through.
“We took over a company that had a lot of problems … We were surprised to find that there was no systematic work improvement work at all ongoing,” CEO Christian Levin told analysts.
“We have moved a lot of our top people, both from Europe and from Brazil, up and over to the U.S. and Mexico to support Navistar in revamping the entire production system, including the supply chain,” he added.
The now International was last in line with the suppliers, the parent company’s top executive warned.
Optimism about a rebound in the freight market and therefore North American on-highway truck demand was prevalent throughout 2024, and even into the first couple of months of 2025. That bullishness evaporated.
International cut 900 jobs at its plant in Escobedo at the start of Q2, axing the second shift at the assembly facility.
The company’s heavy-duty truck output fell in each of the first four months of 2025, CEO Mathias Carlbaum said during an April 29 roundtable with reporters on the sidelines of the 2025 Advanced Clean Transportation Expo, as Escobedo output was steadily trimmed.
International operates assembly plants in Springfield, Ohio, and San Antonio, plus the Huntsville, Ala., powertrain facility in the U.S. Carlbaum said in late April no job cuts were on the cards yet at the U.S. plants.
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Meanwhile, Volvo Group’s North American truck manufacturing operations laid off about 1,000 employees for similar reasons to the Escobedo job cuts.
International’s U.S. plants were being kept busy by medium-duty truck demand and a bus backlog, Carlbaum said in April. International owns school bus manufacturer IC Bus.
International sells Classes 4-8 trucks in North America as well as Classes 4-5 trucks in Latin America. In the U.S., the company focuses on Classes 6-8.
Daimler Truck reported July 7 that North American truck and bus sales fell 20% year over year in Q2 to 38,580 units from the prior-year period’s 48,246.
Daimler Truck North America is the parent company of Class 8 brands Freightliner and Western Star plus school bus manufacturer Thomas Built Buses.
Elsewhere in the world, International’s sister truck maker Scania Vehicles & Services sold 5% fewer vehicles in Q2 than in the year-ago quarter as Brazilian sales declined.
MAN Truck & Bus’ sales increased 4% year on year in Q2 due to good order momentum in Europe, especially in Germany, Traton said.
Overall, Traton sold a total of 80,000 vehicles in Q2, an increase of 1% compared with 79,000 in the same period 12 months earlier. In the first half of 2025, sales totaled 153,100 vehicles, a 4% decrease from 160,100 trucks and buses in the year-ago period.
