Heavy Truck Indutry Improves in September

The heavy-duty vehicle industry in Mexico posted remarkable results in September, with triple-digit growth, driven in particular by strong production of cargo vehicles in high demand in markets such as the United States and Canada, as well as the recovery of the domestic market, according to INEGI.

based on a recent report by INEGI's Administrative Registry of the Heavy Vehicle Automotive Industry (RAIAVP), heavy vehicle production increased by 121.4% to 15,181 units in September 2026

As a result, the industry has managed to reverse the downward trend and achieve a 10% increase during the first nine months of 2026, according to Rogelio Arzate, president of the National Association of Bus, Truck, and Tractor Manufacturers (ANPACT).

Cumulative production of heavy-duty vehicles totaled 117,121 units, representing a 10.3% increase compared to the 106,168 units manufactured during the same period the previous year.

In September, companies operating in Mexico exported 12,707 trucks, a 144.6% increase compared to September 2025, with the United States as the main destination, showing a triple-digit increase (11,706 units), and Canada (680 units).

Meanwhile, from January through September, exports totaled 98,394 vehicles, up 12% from last year.

Therefore, 92.5% of Mexico's total truck exports are destined for the United States, so any shift in the market affects Mexico's truck production and exports.

According to INEGI, exports of vehicles to the United States rose 149.7% in September compared to the same period in 2025, driven by just two brands (Freightliner and International) out of the eight automotive brands that manufacture and export from Mexico. On the other hand, the rest of the companies continue to show zero growth, as is the case with Dina, Hino, MAN, VW, and Volvo.

Retail sales of new heavy-duty vehicles from dealers to the general public totaled 2,980 units, a decrease of 378 units compared to the same month in 2025, representing an 11.26% decline, according to Cristina Vázquez Ruiz, an analyst with the Mexican Association of Automotive Dealers (AMDA).

From January through September 2025, the industry sold 25,289 units, representing a 17.5% decline compared to the same month the previous year, when 30,644 units were sold.

As a result, September of this year marks the eighth consecutive month of decline, prompting AMDA to adjust its annual forecast to 36,051 units, representing an estimated year-over-year change of 5.9%, she noted.

The domestic market sold 2,965 units in September, marking a 17.9% increase, for a cumulative total of 23,556 vehicles sold between January and September—an 8.2% increase compared with the same period in 2025, according to INEGI.