Volvo Group convened its Capital Markets Day on June 10, 2026, at Volvo Construction Equipment's Customer Center in Eskilstuna, Sweden, where President and CEO Martin Lundstedt, alongside Group Management, presented a comprehensive strategy targeting stronger earnings resilience, accelerated growth, and enhanced total shareholder return. The event was webcast live on volvogroup.com, with presentation recordings and materials made available after the event.

Strategy Built on Resilience and Decentralized Execution

At the heart of the strategy presented by Lundstedt is a focus on empowering decentralized decision-making to enable faster, customer-focused actions across the Group. Earnings resilience is further reinforced through flexibility tools, disciplined pricing, and consistent cost control. Growing the service business is also a central pillar, as it increases recurring revenues and supports earnings stability over the business cycle.

"In a world shaped by geopolitical uncertainty, increasing regionalization, and rapid technological change, demand for transport and infrastructure solutions will continue to grow. We are well positioned to capture the opportunities created in this evolving landscape, leveraging our strong assets. We have strong brands, retail excellence, deep segment and application expertise, and robust regional value chains," said Martin Lundstedt.

Growth Targets Across Business Areas

Beyond resilience, the Group outlined substantial growth opportunities driven by increasing content and service value through total offers, market share gains, and targeted expansion in selected regions and growth segments. The following key growth targets were highlighted at the Capital Markets Day:

The Group's sustained investments in R&D and CAPEX were cited as having laid the foundation for continued technology leadership, building platforms and industrial capacity to drive future growth while maintaining a high return on capital employed and strong shareholder returns.

Current Trading Update

Volvo Group CFO Mats Backman provided a current trading update, noting that business activity remains solid across the Group's key markets.

• Europe: Customer demand and deliveries are stable at good levels across business areas.
• North America: Demand remains strong, with production gradually increasing.
• Cost Environment: Cost inflation is trending upward, while high utilization of customers' trucks and machines continues to support service activity.

Company Overview

Founded in 1927 and headquartered in Gothenburg, Sweden, the Volvo Group offers trucks, buses, construction equipment, power solutions for marine and industrial applications, as well as financing and services. The Group employs almost 100,000 people and serves customers in almost 180 markets. In 2025, net sales amounted to SEK 479 billion (EUR 43 billion). Volvo shares are listed on Nasdaq Stockholm.

"Our strategy has served us, our customers and our owners well, and we are committed to continuing this journey. We have built the Volvo Group for both resilience and growth across the business cycle," Lundstedt concluded.