A sharp drop in demand in the US market and ongoing weakness in Brazil led to a decline in sales for Volkswagen's commercial vehicle subsidiary Traton in 2025.

The company—which includes the brands Scania, MAN, International, and Volkswagen Truck & Bus—delivered a total of 305,500 vehicles last year, according to figures released Tuesday, a decrease of nine percent compared to the previous year.

The US-based International brand was particularly hard hit, reporting a 30 percent drop in deliveries to just 63,700 vehicles. The US market was characterized by significant uncertainty over import tariffs and weak freight market performance, the company said. "In this environment, truck customers remained very hesitant." Rival Daimler Truck also recently reported a significant decline in US sales.

Scania saw its deliveries fall by eight percent in 2025 to 94,100 vehicles. While sales in Europe dipped slightly, the drop was much steeper in Brazil. The Brazilian market has been suffering from a difficult economic situation, marked by rising interest rates and high inflation, the company noted. This has especially impacted Scania, as the brand primarily sells heavy trucks. The VWTB brand, which operates mainly in Latin America, also felt the effects of softer demand in the second half of the year, but overall sold about as many vehicles as the previous year.

In contrast, MAN sales rose by six percent to 101,600 vehicles. The Munich-based manufacturer benefited from its strong market position in Europe, the company explained. Business with electric trucks also performed significantly better than the previous year, with nearly twice as many sold across the group—3,230 vehicles in total.

(Reporting by Christina Amann, edited by Ralf Banser. For inquiries, please contact our editorial team at Berlin.Newsroom@thomsonreuters.com (for politics and economy) or Frankfurt.Newsroom@thomsonreuters.com (for companies and markets)