Mexico’s heavy-duty vehicle exports surged 144.6% year over year in September 2026, reaching 12,707 units compared with 5,196 in the same month last year. According to data released by the National Association of Bus, Truck and Tractor-Trailer Producers (ANPACT), domestic production also increased by 121.4%, rising from 6,857 to 15,181 vehicles. The sharp increase reflects a significant recovery in Mexico’s commercial vehicle manufacturing sector, with the United States remaining the country’s largest export market for heavy-duty vehicles.
The rebound comes as U.S. transportation companies prepare for upcoming emissions regulations, contributing to stronger demand for newly manufactured trucks. However, the recovery has not been uniform across the industry. While Mexico’s domestic wholesale sales increased 17.9% to 2,965 vehicles in September, retail sales declined 11.3% to 2,980 units. The contrasting figures highlight the difference between export-driven manufacturing growth and conditions in Mexico’s domestic commercial vehicle market, where fleet replacement decisions remain influenced by financing conditions, operating costs, and market uncertainty.
Looking at the broader picture, Mexico exported 98,394 heavy-duty vehicles during the first nine months of 2026, representing a 12% increase compared with the same period in 2025. Total production reached 117,121 units, up 10.3% year over year. Although September recorded exceptional growth, the more moderate year-to-date figures indicate a gradual recovery across the industry. These developments are particularly relevant to North American freight transportation, where truck manufacturing, fleet investment, and cross-border trade are closely connected. Changes in vehicle demand and production levels remain important indicators for manufacturers, carriers, and logistics operators monitoring the region’s transportation market.