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Q2 2026 Interim Results Call August 07 , 2026 Karin Rådström , CEO Eva Scherer , CFO DAIMLER TRUCK 00 ISIN : DE 000 DTROCK8 WKN : DTROCK ADR Program Symbol : DTRUY Bloomberg Ticker : DTG : GR Reuters Ticker : DTGGe.DE
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#1 Business Update #2 Outlook #3 Appendix Q2 2026 Interim Results Call
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Revenue - in bn Euro – Adjusted EBIT - in mn Euro – Net profit1 Group - in bn Euro – EPS1 Group - in Euro - Net Industrial Liquidity1 - in bn Euro - Group – Key figures Q2/26 12.3 Q2/25: 11.7 +5% 838 Q2/25: 1.022 -18% 1.5 Q2/25: 0.3 +374% 1.91 Q2/25: 0.36 +431% 8.3 Q4/25: 7.7 +9% 1Of continuing and discontinued operations Daimler Truck Group | Q2 2026 Interim Results Call 3
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Group – Selected business highlights Raised Guidance 2026 Raised 2026 guidance reflects stronger H2 momentum, tariff related improvements and continued operational discipline. Daimler Truck Defence Dedicated defence brand strengthens our positioning in a growing strategic segment. Own Retail UK UK own retail focus supports customer proximity, market execution and footprint optimization. New U.S. Manufacturing Facility Planned U.S. facility strengthens our manufacturing footprint, flexibility and long- term growth position in a key market. Daimler Truck Group | Q2 2026 Interim Results Call 4
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Industrial Business remained impacted by tariffs, with positive trajectory accelerating in Q3 Q2/25 Gross profit SG&A R&D Others Q2/26 998 -168 -10 -12 -29 780 t/o Trucks North America -221 Mercedes-Benz Trucks +35 Daimler Buses +3 10.8 11.4 9.2 6.8 FX -70 FX +10 FX +2 FX +2 ROS adj. - in % - Revenue - in bn Euro - Adj. EBIT - in mn Euro - Daimler Truck Group | Q2 2026 Interim Results Call 5
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Book-to-bill ratio of 86% in Q2/26 – order intake normalizing after extraordinary first quarter Incoming ordersUnit sales Q2 2026 81 Q2/25 72 Q3/25 86 Q4/25 69 Q1/26 87 Q2/26 59 64 105 114 74 Development per quarter Book-to- bill ratio - in % - Incoming orders - in k units - Group sales - in k units - Book-to-bill ratio - in % - Total t/o ZEV 74 Q2/25: 59 86 Q2/25: 73 87 Q2/25: 81 1.2 Q2/25: 0.7 89 Q2/25: 57 1.4 Q2/25: 1.2 73 89 122 166 86 Daimler Truck Group | Q2 2026 Interim Results Call 6
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Market leadership maintained in North America and Europe despite versatile market dynamics 150 200 250 300 350 2019 2020 2021 2022 2023 2024 2025 2026 North America EU30 150 200 250 300 350 2019 2020 2021 2022 2023 2024 2025 2026 293k average 297k average 1 YTD June for Freightliner, Western Star (company internal analysis) 2 YTD June for Mercedes-Benz (company internal analysis) HDT Share of market Total market Class 8 - in k units - 250 - 290k Market assumption 290 - 330k Market assumption Total market HDT - in k units - MDT/HDT Share of market ZEV HDT 37.8%2 Share of market Class 8 Share of market #1 #1#1 YTD June 116k YTD June 164k Daimler Truck Group | Q2 2026 Interim Results Call 7 38.0%1 18.8%2 18.9%2
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Trucks North America with strong profitability despite tariff headwinds 657 4358 2 Q2/25 Gross profit SG&A R&D Others Q2/26 -213 -18 12.9 8.4Adj. ROS - in % - Revenue - in bn Euro - 5.1 5.2 Adj. EBIT - in mn Euro - Daimler Truck Group | FY Q1 2026 Annual Results Conference + Volume − Net pricing (tariffs) FX -61 FX +9 FX +3 FX +/-0 Daimler Truck Group | Q2 2026 Interim Results Call 8
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Mercedes-Benz Trucks profitability impacted by global parts center ramp-up and higher R&D costs 283 317 65 3 Q2/25 Gross profit SG&A R&D Others Q2/26 -9 -25 5.9 6.0 4.8 5.3 Daimler Truck Group | FY Q1 2026 Annual Results Conference + Volume + CDE − net Pricing − Aftersales (Halberstadt) 9 FX -16 FX +1 FX -1 FX +2 Adj. ROS - in % - Revenue - in bn Euro - Adj. EBIT - in mn Euro - 9 Daimler Truck Group | Q2 2026 Interim Results Call 9
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Daimler Buses with strong profitability despite lower unit sales in Latin America and Mexico 147 150 20 2 Q2/25 Gross profit SG&A R&D Others Q2/26 -10 -9 + Net pricing + Service + FX − Volume − Inflation FX +7 FX +/-0 FX +/-0 FX +/-0 Adj. ROS - in % - Revenue - in bn Euro - Adj. EBIT - in mn Euro - 1.5 9.6 1.6 10.0 Daimler Truck Group | Q2 2026 Interim Results Call 10
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Financial Services with improved Return on Equity supported by strong interest margins 3.1 7.5 29.5 30.7 23 Q2/25 Gross profit SG&A Others Q2/26 54 -13 -6 58 + Cost of Risk + Interest margin FX -5 FX +/- 0 FX +/-0 Adj. ROE - in % - Contract vol.* - in bn Euro - Adj. EBIT - in mn Euro - Daimler Truck Group | Q2 2026 Interim Results Call 11 *Contract Volume as of Q4/2025.
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12 Archion Q2/2026 transaction & valuation effects 0 300 400 500 600 Consolidation - in bn EUR - 1 Apr 30 Jun Archion share price, in JPY ∑1.0 t/o Archion cash in +1.4 t/o Deconsolidation Mitsubishi Fuso - 2.3 t/o Consolidation Archion +2.2 EBIT as reported t/o Cash in +1.4 t/o Deconsolidation Mitsubishi Fuso Cash -0.3Cash Flow Discontinued t/o Impairment AHFS -0.2 t/o Impairment at equity -0.3 +1.4 Continued -0.5 at equity result +24mn ∑1.1 EBIT as adjusted Figures may not add up due to rounding Daimler Truck Group | Q2 2026 Interim Results Call
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Strong Free Cash Flow driven by ARCHION cash inflow and operative cash generation supporting healthy Net Industrial Liquidity Free Cash Flow1 Industrial Business Q1/26 FCF IB Dividends Buyback Other Q2/26 7.1 1.8 -1.5 -0.2 1.1 8.3 Q2/25 Q2/26 0.0 1.8 1 Of continuing and discontinued operations Daimler Truck Group | Q2 2026 Interim Results Call 13 t/o Archion cash in +1.4 t/o Decons. Mitsubishi Fuso Cash -0.3 Archion +1.1 Net Industrial Liquidity1 in bn Euro t/o Archion derecognition of fin. liab. +1.0 t/o Archion cash in +1.4 t/o Decons. Mitsubishi Fuso Cash -0.3 Archion +1.1 Total Archion effect +2.1 +1.0
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#1 Business Update #2 Outlook #3 Appendix Q2 2026 Interim Results Call
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Market assumptions 2026 Heavy-duty truck market 2026 North America 250 – 290k units EU30 290 – 330k units Daimler Truck Group | Q2 2026 Interim Results Call 15
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Daimler Truck Group and Industrial Business Guidance 2026 upgrade as of July 22, 2026 Group FY 2025 Guidance 20261 Previous Current Adjusted EBIT 3.5bn Euro 3.2 – 3.7bn Euro 3.6 – 4.1bn Euro Unit sales 315k units 330 – 360k units 340 – 370k units Revenue 42.1bn Euro 42 – 46bn Euro 43 – 47bn Euro Adjusted ROS 7.9% 6 – 8% 7 - 9% FCF 1.8bn Euro2 2.7 – 3.2bn Euro2,3 3.0 – 3.5bn Euro2,3 IB 1 Due to the deconsolidation of Mitsubishi Fuso Truck and Bus Corporation (Mitsubishi Fuso) and its fully consolidated subsidia ries on April 01, 2026, and the associated focus on continuing operations for internal management and reporting, an outlook for disco ntinued operations and the former Trucks Asia segment for 2026 financial year is generally omitted. The outlook for the 2026 financia l year therefore relates to continuing operations. 2 Includes the sum of continuing and discontinued activities. 3 Includes the expected cash-in from the strategic Fuso Hino transaction. Daimler Truck Group | Q2 2026 Interim Results Call 16
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Daimler Truck segment guidance 2026 and soft guidance Q3 2026 Unit sales1 - in k units - Adjusted ROS/ROE1 - in % - FY 2025 Guidance 2026 FY 2025 Guidance 2026 Q2 2026 Soft guidance Q3 2026Previous Current Previous Current Trucks North America 142 150 - 170 160 – 180 10.7 6 – 8 9 – 11 8.4 11-13 Mercedes- Benz Trucks 147 150 - 170 150 - 170 6.2 6 – 8 6 – 8 6.0 lower half of FY guidance corridor Daimler Buses 27 25 – 30 20 – 25 10.0 8 – 10 8 – 10 9.6 upper half of FY guidance corridor Financial Services 2 6.1 6 – 8 6 – 8 7.5 1 Due to the deconsolidation of Mitsubishi Fuso Truck and Bus Corporation (Mitsubishi Fuso) and its fully consolidated subsidia ries on April 01, 2026, and the associated focus on continuing operations for internal management and reporting, an outlook for disco ntinued operations and the former Trucks Asia segment for 2026 financial year is generally omitted. The outlook for the 2026 financia l year therefore relates to continuing operations. 2 Adjusted ROE Daimler Truck Group | Q2 2026 Interim Results Call 17
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#1 Business Update #2 Outlook #3 Appendix Q2 2026 Interim Results Call
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Q2/25 – Q2/26 Incoming orders and unit sales by segment Incoming ordersUnit sales Daimler Buses 86%BTB ratio Mercedes-Benz Trucks 87% Trucks North America 85%36% 201%154%87% 107% 142%105%92% 100% 119%74%81% - in units - Daimler Truck Group | Q2 2026 Interim Results Call 19 Q2/25 5,196 Q3/25 7,315 Q4/25 4,972 Q1/26 Q2/26 7,027 6,443 5,431 5,939 6,132 5,284 Q2/25 35,818 Q3/25 44,794 Q4/25 34,486 Q1/26 Q2/26 35,299 37,839 33,131 47,095 48,987 38,970 33,850 13,842 Q2/25 30,225 26,168 Q3/25 52,293 Q4/25 29,432 Q1/26 35,379 Q2/26 38,580 34,017 59,195 41,687
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Q2/25 – Q2/26 IB performance: Revenue by segment - in mn Euro - Daimler Truck Industrial Business Trucks North America Mercedes-Benz Trucks Daimler Buses Financial Services Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 10,821 9,695 10,921 9,142 11,417 -557 -589 -690 -544 -640 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Reconciliation Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 5,086 3,996 4,235 3,838 5,182 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 1,467 1,402 1,759 1,243 1,556 853 856 876 839 876 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 4,826 4,886 5,616 4,605 5,318 Daimler Truck Group | Q2 2026 Interim Results Call 20
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EBIT Adjusted EBIT Q2/25 – Q2/26 IB performance: EBIT by segment Daimler Truck Industrial Business 376 513 631 253 302 998 600 702 460 780 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 -115 -160 -226 -89 -594 -88 -113 -185 -89 -122 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 6,8% 11.417 Adj. ROS Revenue -640 Reconciliation 9,2% 5,0%6,4%6,2% 10.821 9.14210.9219.695 -557 -544-690-589 -158 283 370 225 311283 319 391 233 317 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 145 136 187 107 150147 137 189 107 150 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 20 41 46 39 58 23 48 54 39 58 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Adj. ROS Revenue Adj. ROE8,4% 5.182 12,9% 5.086 5,4% 3.838 7,2% 4.235 6,4% 3.996 6,0% 5.318 5,9% 4.826 5,1% 4.605 7,0% 5.616 6,5% 4.886 9,6% 1.556 10,0% 1.467 8,6% 1.243 10,7% 1.759 9,8% 1.402 7,5% 876 3,1% 853 5,1% 839 7,3% 876 6,5% 856 - in mn Euro - 504 254 300 10 435 657 257 307 209 435 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Daimler Truck Group | Q2 2026 Interim Results Call 21 Trucks North America Mercedes-Benz Trucks Daimler Buses Financial Services
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Q2/26 Net profit 34 Q2 26 EBIT Interest Income/Expense Q2 26 Profit before Income Taxes Incomes Taxes Q2 26 Net Profit 1,759 1,793 -325 1,468 - in mn Euro; continuing and discontinued operations - Daimler Truck Group | Q2 2026 Interim Results Call 22
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Financial Services – Q2/26 Key figures Penetration rate - in % - Contract volume - in bn Euro at end of period - New business - in mn Euro - Adjusted EBIT - in mn Euro - Adjusted ROE - in % - Q2 2025 Q4 2025 2,521 2,628 22.8 23.4 29.5 30.7 23 58 3.1 7.5 +4% +60bps +4% +151% 436bps Q2 2026 Daimler Truck Group | Q2 2026 Interim Results Call 23
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Capital structure in mn Euro Dec 31, 2025 Mar 31, 2026 Jun 30, 2026 Group liquidity1 Cash and cash equivalents 8,648 8,969 8,245 Marketable debt securities and similar investments 2,725 3,030 2,491 Group gross liquidity 11,373 11,999 10,736 Total financing liabilities -29,860 -31,036 -29,327 Group net debt -18,488 -19,037 -18,591 Liquidity of the Industrial Business1 Cash and cash equivalents 8,348 8,598 7,971 Marketable debt securities and similar investments 2,679 2,978 2,437 Gross liquidity of the Industrial Business 11,026 11,576 10,408 Financing liabilities (nominal) -3,356 -4,434 -2,067 Net liquidity of the Industrial Business 7,670 7,143 8,342 Pension Benefits Benefit obligations -5,441 -5,405 -5,516 Plan assets 5,329 5,269 5,498 Funded status -112 -135 -17 Funding ratio 97.9 % 97.5 % 99.7% Average number of shares outstanding Q4 2025 Q1 2026 Q2 2026 in millions; adjusted for treasury stocks Basic 766 765 762 Diluted 766 765 762 1 Of continuing and discontinued operations Daimler Truck Group | Q2 2026 Interim Results Call 24
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Disclaimer Forward-looking statements This document contains forward-looking statements that reflect our current views about future events. The words “aim”, “ambition”, “anticipate”, “assume”, “believe”, “estimate”, “expect”, “intend”, “may”, ”can”, “could”, “plan”, “project”, “should” and similar expressions are used to identify forward-looking statements. These statements are subject to many risks and uncertainties, including an adverse development of global economic conditions, in particular a decline of demand in our most important markets; a deterioration of our refinancing possibilities on the credit and financial markets; events of force majeure including natural disasters, pandemics, acts of terrorism, political unrest, armed conflicts, industrial accidents and their effects on our sales, purchasing, production or financial services activities; changes in currency exchange rates, customs and foreign trade provisions; a shift in consumer preferences; a possible lack of acceptance of our products or services which limits our ability to achieve prices and adequately utilise our production capacities; price increases for fuel or raw materials; disruption of production due to shortages of materials, labour strikes or supplier insolvencies; a decline in resale prices of used vehicles; the effective implementation of cost-reduction and efficiency-optimisation measures; the business outlook for companies in which we hold a significant equity interest; the successful implementation of strategic cooperations and joint ventures; changes in laws, regulations and government policies, particularly those relating to vehicle emissions, fuel economy and safety; the resolution of pending government investigations or of investigations requested by governments and the conclusion of pending or threatened future legal proceedings; and other risks and uncertainties, some of which are described under the heading “Risk and Opportunity Report” in the current Annual Report. If any of these risks and uncertainties materializes, or if the assumptions underlying any of our forward-looking statements prove to be incorrect, the actual results may be materially different from those we express or imply by such statements. We do not intend or assume any obligation to update these forward-looking statements since they are based solely on the circumstances at the date of publication. Daimler Truck Group | Q2 2026 Interim Results Call 25