The decline in heavy vehicle sales continued in March 2026 , although less pronounced than at the beginning of the year. Without a fundamental recovery, the market continues to reflect caution in fleet renewal and pressure on demand.

During the third month of the year, wholesale sales totaled 2,696 units , a decrease of 2.1% compared to the 2,755 registered in the same month of 2025 , according to figures from the National Association of Producers of Buses, Trucks and Tractor-Trailers (ANPACT) .

Performance within the market was uneven. The cargo segment, which accounts for the largest volume, registered a 2.9% growth, with 2,276 units sold . This increase was primarily driven by the Class 8, which jumped from 393 to 855 units sold during the period.

However, not all segments followed this trend. Fifth-wheel tractors, one of the main drivers of the market, remained under pressure, falling 31.3%, with 919 units sold in March 2026 compared to 1,338 in March 2025.

In contrast, other classes showed increases, such as Class 6, which grew 70.2% , and Class 5 with an increase of 24.7%, although with a smaller share within the total.

Beyond the monthly results, the first-quarter figures confirm that the adjustment continues. Between January and March 2026, wholesale sales totaled 6,159 units , representing a 20.5% decrease compared to the 7,752 units sold during the same period in 2025.

In the retail channel , the performance was more negative than in wholesale. During March 2026 , 2,699 vehicles were sold , a 23.3% drop compared to the 3,517 registered in the same month of 2025, according to figures from ANPACT.

By segment, cargo accounted for the largest share of the volume, with 2,298 units sold , although this represents a 21.4% year-over-year decrease. Within this segment, fifth-wheel tractors again showed the greatest pressure, with a 39.1% drop, while Class 8 trucks grew by 16.7%, but this was not enough to offset the overall decline in the segment.

In the first quarter, the retail channel deepened the negative trend. Between January and March 2026, 7,001 units were sold , representing a 36.4% decrease compared to the 11,010 vehicles sold during the same period in 2025.

The Class 2 and 3 cargo segments showed distinct performance in March 2026. In the retail channel, these categories increased their sales by 60.9% compared to the same month in 2025, rising from 363 to 584 units. Within this segment, Class 2 registered growth of 84.0%, while Class 3 advanced by 34.3%.

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The sales behavior of heavy vehicles in 2025 reveals a pattern of prolonged contraction . In the case of tractor-trailers , the market began the year with 1,668 wholesale units , but volumes decreased month by month until closing September with 854 units , that is, almost half of what was recorded at the beginning of 2025.

In Class 8 , the trend was similar. Sales fell from 525 units in January to 402 in September , confirming the loss of momentum in the most important segments of the trucking industry.

The trend was similar in the retail sector. Tractor truck sales increased from 1,966 units in January to 1,309 in September , while Class 8 sales decreased from 1,011 to 586 .

The deterioration began to become visible in April and, despite slight intermediate increases, the market has not been able to recover its previous pace , according to historical statistical reports from the National Association of Bus, Truck and Tractor Producers (ANPACT) .

Sustained decline in the heaviest segments

In September 2025, wholesale sales totaled 2,481 units , representing a 53.8% decrease compared to the same month last year. Retail sales decreased by 32.4% , with 3,323 units sold .

The Class 8 and fifth-wheel tractor segments concentrated the impact with drops of 70.5% and 65.6% , respectively.

From January to September, wholesale sales (cargo and passenger) totaled 21,132 units , a 52.3% decrease compared to 2024; retail sales reached 30,008 units, a 27.6% decrease .

The share of tractor-trailers in total freight fell from 73.9% in January to 43.4% in September , while Class 8 fell from 23.8% to 20.4% , confirming the loss of strength of these segments that historically drive fleet renewal.

ANPACT figures show more than just a temporary decline: the pace of trucking has slowed and has yet to recover. Each month without a rebound lengthens a lull that is already shaping the course of the heavy vehicle sector in Mexico.

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The wholesale market registered a 66.8% drop compared to the same month in 2024, with 2,228 units sold (cargo and passenger vehicles).

The sharpest drop was observed in wholesale freight vehicles , which fell from 6,046 units in June 2024 to just 1,936 during the sixth month of this year, a contraction of 68 percent .

Particularly worrying was the collapse in fifth-wheel tractor-trailers, with a decrease of 78.7% , going from 4,032 to 897 units .

In turn, retail sales contracted by 31.8% , with the sale of 3,066 units (cargo and passengers) .

The cargo segment also declined, although to a lesser extent: 2,422 units sold compared to 3,866 in June of the previous year, representing a 37.4% decrease .

In the case of passenger vehicles , wholesale sales fell by 55.6% , closing at 292 units , while retail sales totaled 644 , a decrease of 2.7% compared to 2024.

The Class 2 and 3 cargo segments were the exception. In retail sales , these categories increased by 85.8% , rising from 395 to 734 units . Class 2, in particular, doubled its figures with an 84.1% increase , driven by interest in lighter, more efficient vehicles for urban delivery.

The overall balance sheet reflects a challenging semester for the heavy vehicle manufacturing industry in Mexico. While the sector expects rebounds in the second half of the year, the data confirms the slowdown that specialists had anticipated since the beginning of the year.

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Despite the uncertainty generated by the United States tariffs, Walmart de México y Centroamérica (Walmex) reported a 6.5% increase in its consolidated revenues to 240,975 million pesos (mdp) during the first quarter of 2025 (1Q25), compared to the same period in 2024, when it was 226,194 million pesos .

In its report submitted to the Mexican Stock Exchange (BMV) , the retailer indicated that this increase was driven by growth in both regions: 2.9% in Mexico and 3.5% in Central America, as well as by the depreciation of the Mexican peso and by new stores, which contributed 1.6% to the total increase.

Walmex highlighted that as of March 31, 2025, it operated 4,099 units in Costa Rica, Guatemala, Honduras, El Salvador, Mexico, and Nicaragua, through self-service stores, membership-based price clubs, and omnichannel sales.

During the first quarter of 2025, Walmart opened 20 new stores, 67% more than in the same period last year.

Of the new openings, 17 were in Mexico, one in Costa Rica, one in Guatemala, and one in Nicaragua, representing approximately 21,000 square meters of additional sales floor space and contributing 1.6% to total sales growth during the quarter.

The retailer noted that its operating cash flow (EBITDA) also increased by 1.9% in the first three months of the year, reaching 25.091 billion pesos .

The company’s net profit was 12.317 billion pesos in the first quarter of 2025, representing a 6.6% increase compared to the first quarter of last year.

Regarding operating profit, Walmart saw a 1.5% decrease , totaling 18.889 billion pesos compared to 19.170 billion pesos achieved in the same period in 2024.

In Mexico, gross profit rose 3.6% to 46.968 billion pesos in the period compared to 45.353 billion pesos in the same period in 2024.

EBITDA in the first quarter of 2025 was 20,852 million pesos , a decrease of 1% compared to 1Q24.

In Central America, Walmart recorded EBITDA of 4.239 billion pesos in the first quarter of the year, representing a 1.6% increase compared to the same period in 2024.

Its gross profit in that region was 11.107 billion pesos during the period, a 4% increase compared to the first quarter of last year.

Meanwhile, total revenue increased 3.5% year-over-year, driven by 1.9% growth in same-store sales and a 1.6% contribution from new stores.

Walmart Mexico and Central America highlighted that Bait , its telephone service, reached 19.8 million active users and generated 2.3 billion pesos in revenue during the quarter.

During that period, it stated that its e-commerce business grew 17% due to a 26% increase in On Demand , while its marketplace registered an 8% increase .

In its report, it highlighted that they continue to grow faster than establishments that make up the National Association of Self-Service and Department Stores (ANTAD) and estimated that it will begin to see a gradual increase in the following quarters and a more solid consumer environment in 2026.

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