Volvo CE's net sales, orders and equipment deliveries were all up in the second quarter in North America, but the global picture continues to adjust after the company sold SDLG.
Net sales in Volvo’s North American market came in at $679.2 million in the second quarter, up 25% year-over-year.
For the first six months of the year, sales were up 6% to $1.2 billion. The company described the North American market in the second quarter as showing resilience thanks to investments in data centers, energy infrastructure and on-shoring of manufacturing.
Global net sales were down 6% in the quarter to $2.2 billion and down 9% in the first half of the year to $4.1 billion.
Net order intake in North America was up 8% in the second quarter to 1,666 units and rose 12% in the first six months of the fiscal year to 3,553 units.
In the second calendar quarter of 2026, Volvo CE sold 425 new financed machines in the U.S., according to Fusable’s EDA equipment finance data. Popular models included the A45 articulated dump truck, the L70H wheel loader and the L90H wheel loader (EDA is owned by Fusable, parent company of Equipment World.)
Globally, net order intake for large and medium-sized construction equipment were down 49% year-over-year to 6,237 orders, while net order intake for compact construction equipment came in at 1,859 units, down 59%. These declines were driven by Volvo CE’s recent divesture from China-based heavy equipment manufacturer SDLG, which contributed over 18,000 ordered units alone in the first half of Volvo CE’s previous fiscal year.
Powered byNow, without SDLG figures, Volvo CE reported 156 orders globally for fully electric machinery in its second quarter, down 85% year-over-year.
Deliveries in North America rose 26% in the second quarter to 2,050 units and rose 9% in the first half of the year to 3,334 units. Globally, deliveries were down 48% in the second quarter to 8,834 units and down 49% for the first six months of the year to 16,659, again driven by the loss of SDLG’s figures.
