Background on the Industry and Key Players
The heavy truck industry in Mexico has been facing challenges, with double-digit declines in production, exports, and domestic sales reported for October 2025 compared to the same month in 2024, according to the Instituto Nacional de Estadística y Geografía (Inegi).
Key players in the Mexican heavy truck industry include Hino, Dina, MAN, Volvo, and Volkswagen. These companies have experienced significant drops in exports, with some reporting zero units sent to the US during October.
October 2025 Performance
During October, only 7,131 heavy vehicles were assembled in Mexico, marking a 58.8% decrease compared to the same month in the previous year. This volume is the lowest in the past four years and the second-lowest of 2025.
Mexican companies exported 5,221 units in October, a 55.3% decrease compared to the same month in 2024. Five of the eight companies reported zero units exported, while others experienced double-digit drops (Freightliner with 48.7%, International with a 70% decrease, and Kenworth with a 30% drop).
Impact on the Industry
Rogelio Arzate, CEO of the National Association of Producers of Buses, Trucks and Tractors (ANPACT), stated that the results reflect a demand adjustment and a more challenging market environment for the heavy truck industry.
The heavy truck industry has been experiencing constant declines in manufacturing and exports for a year, mirroring reduced economic activity in the US and Mexico’s lack of truck renewal, along with a loss in nearshoring dynamism.
Additional Factors Affecting the Industry
Starting November 1, 2025, the truck industry faces a 25% tariff when exporting to the US, adding to the current slowdown.
Domestic sales also suffered, with only 2,603 heavy vehicles sold in October, a 61% decrease compared to the same month in 2024.
Association Perspectives
The Mexican Association of Automotive Distributors (AMDA) expressed disappointment over the tenth annual negative rate, with a 45.5% decrease compared to October 2024, reaching a sales level of 3,009 units—9.5% lower than in similar months of 2019.
Annual Performance
In the annual scope, production reached 113,299 units, a 36.8% decrease compared to the same period in 2024.
Exports totaled 93,037 units from January to October, a 31.4% decrease compared to the same period in 2024.
Mayor sales amounted to 24,366 units from January to October, a 53% decrease compared to the same period in 2024.
Looking Ahead: Expo Transporte 2025
ANPACT President aims to leverage Expo Transporte 2025 as a key platform for business opportunities and strengthening the production chain.
The event will gather over 660 national and international brands across 70,000 square meters, featuring over 100 specialized forums and conferences.
“Expo Transporte ANPACT 2025: driving innovation, decarbonization, and ‘Hecho en México’ with a resilient industry for safer, more inclusive, and environmentally-friendly mobility,” said the ANPACT President.
Expo Transporte ANPACT 2025, the most significant event in the autotransport sector and heavy vehicle industry in Latin America, will take place from November 12-14 at Expo Guadalajara, Jalisco.
Key Questions and Answers
- What happened in the Mexican heavy truck industry in October 2025? The industry experienced double-digit declines in production, exports, and domestic sales. Only 7,131 vehicles were assembled, a 58.8% decrease from the previous year. Exports dropped by 55.3%, with some companies reporting zero units sent to the US.
- What factors are contributing to these declines? The slowdown in economic activity in the US, lack of truck renewal in Mexico, and loss in nearshoring dynamism are key factors. Additionally, a 25% tariff on exports to the US starting November 1, 2025, is adding to the challenges.
- What is ANPACT’s strategy to address these issues? ANPACT President aims to use Expo Transporte 2025 as a platform for business opportunities and strengthening the production chain, focusing on innovation, decarbonization, and promoting ‘Hecho en México’ (Made in Mexico).
