The Mexican heavy vehicle industry is holding steady thanks to two key variables: production and exports . Amid an adverse economic environment, where sales are plummeting and domestic consumption is cooling, data from the first half of 2025 show that the sector remains on the move, albeit with clear contrasts, according to the National Association of Bus, Truck and Tractor-Trailer Producers (ANPACT) and the Mexican Association of Automobile Distributors (AMDA) .
“June was the best month for production so far this year,” said Rogelio Arzate , executive president of ANPACT, confirming that 14,189 units were assembled , the highest volume of 2025.
While in the January-June period, production reached 77,397 vehicles , of which 75,500 were cargo vehicles . While this represented a 24.1% drop compared to the same period in 2024 , it is an indicator of “resilience” in the face of external demand, Arzate explained.
In exports, Mexico sold 68,148 units abroad during the semester, a decrease of 13.6 percent .
The United States remains the main destination, with 64,656 units in the accumulated total for 2025 , although it showed a contraction of 15% , worsened in June with an annual drop of 21.5 percent .
Arzate noted that markets such as Canada, Colombia, Peru, and Chile reported significant growth. In June alone, 12,331 heavy vehicles left the country , consolidating the sector’s export role despite the slowdown in the U.S. market.
In terms of technology, diesel remains almost completely dominant: of the units produced, 76,517 ran on diesel , 836 on natural gas , and 44 on electric .
In exports, the pattern was repeated: 67,355 units were diesel , 750 natural gas , and 43 electric , revealing the slow progress of clean technologies in this segment.
But while production and exports boosted the sector, sales have failed to improve . The wholesale market experienced a 47.7% contraction , with only 14,533 units sold in the first half of the year. In June 2025, only 2,253 units were sold , representing a 66.8% drop compared to the same month in 2024.
“We are in a year of readjustment, not defeat,” Arzate emphasized. He said the annual projection was adjusted to 35,935 units , compared to the more than 45,000 estimated at the beginning of the year.
Retail , for its part, also showed warning signs. According to AMDA figures, June saw its sixth consecutive month of declines , with 3,075 units sold , 32.82 % fewer than in 2024.
In the half-yearly accumulation, 20,549 units were registered , a decrease of 22.96 percent .
The tractor-trailer segment (the most important) fell 45% in June 2025, while only intercity buses achieved positive figures (11.97%).
Behind the collapse, a central factor was identified: distrust. “Beyond an economic slowdown, what we’re seeing is a postponement of purchasing decisions by companies and transporters,” explained Guillermo Rosales , executive president of AMDA.
In addition to the economic environment , the domestic market faces additional pressure from the influx of used heavy-duty vehicles . According to ANPACT, for every 100 new units sold in Mexico, 59 used ones are imported, the highest level recorded in recent years.
Although the total volume of these imports decreased 24.8% in the first half of the year, the ratio of new to used units increased, making fleet renewal difficult and affecting the competitiveness of the formal market.
Despite the current situation, the sector maintains a strategic focus, Arzate commented, which is the ANPACT 2025 Transport Expo , which will take place from November 12 to 14 in Guadalajara, Jalisco, and which could mark a turning point.
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