Third-party axle, engine supply issues dent DTNA truck output

Third-party axle, engine supply issues dent DTNA truck output

Q3 supply constraints likely to continue through Q4, Radstrom says

A lower-than-expected volume of trucks was assembled in Q3 because of the supply chain issues, which also hurt plants’ efficiency levels. (Daimler Truck North America)

Key Takeaways:

- Daimler Truck said axle and engine supply chain constraints hindered DTNA production in the third quarter and continued into the fourth quarter.

- DTNA sales rose 51% to 45,629 vehicles, but parts shortages increased expedited freight costs and hurt plant efficiency.

- Daimler Truck expects a difficult fourth-quarter production catch-up but remains confident about 2027 demand as North American freight rates improve.

Axle and engine supply chain issues hindered production at Daimler Truck North America’s assembly plants in the third quarter of 2026, and the final quarter of the year has seen little change, the top executive at DTNA’s parent company said.

The owner of Freightliner and Western Star asked suppliers to recruit more staff, purchase more raw materials and add shifts in the spring in anticipation of a steep production ramp-up as the North American freight market re...