Volvo Trucks, Mack Post 34% Q1 Sales Drop From Production Cuts

Key Details Volvo Trucks North America and Mack Trucks combined sales plummeted 34% in Q1 2026, dropping to 9,486 units from 14,315 a year prior. Both manufacturers intentionally cut production lines 25-30% during the quarter due to weak order levels from late 2025. Why It Matters VTNA sales fell 39% to 3,968 trucks while Mack's North American deliveries dropped 29% to 5,494 units. Parent company Volvo Group CEO Martin Lundstedt called the production stoppages a "conscious, tough, but correct decision" to align supply with demand. The Silver Lining Orders tell a different story. Volvo Group's combined North American order intake surged 78% to 18,221 trucks in Q1. VTNA orders jumped 63% while Mack's orders rocketed 91% higher, signaling strong upcoming demand. Looking Ahead Both brands are gaining market share. Volvo's heavy-duty truck share grew to 8.5% from 7.2%, while Mack climbed to 8.7% from 6.9%. The company maintained its full-year 2026 forecast of 265,000 North American Class 8 retail sales, expecting production to normalize in May with momentum returning in H2 2026.