The first nine months of 2025 continued to prove challenging for the EU’s commercial vehicle market, with significant registration declines in key markets amid an already challenging economic context. The only exception was the bus segment, which recorded growth.
While the electrically-chargeable share increased, the growth trajectory is still not fast enough, as market uptake continues to be constrained by the near absence of key enabling conditions.
New EU van registrations fellby 8.2%, with the three largest markets contributing to the downturn. France recorded the steepest drop with an 8.3% decline, followed by Italy (-6.1%) and Germany (-6%). Conversely, Spain saw a surge in registrations, rising by 13.3%.
New EU truck registrations also fell by 9.8%, totalling 225,483 units. This downturn was driven in volume by a 9% decline in heavy-truck registrations, alongside a 13.5% decrease in medium-truck demand. All major markets contracted, with Germany (-17.9%) and France (‑13.4%) experiencing double-digit declines.
Meanwhile, new EU bus registrations rebounded 3.6% by the end of the third quarter of 2025, reaching a total of 28,417 units. Among major markets, growth was led by Poland (+16.9%) and Germany (+12.8%), whereas Italy (-16.9%), Spain (-11.3%), and France (-4.5%) continued to see declines. (....)