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Mexico's heavy-truck exports surge 144.6% in September as U.S. buyers get ahead of EPA 2027

Production more than doubled to 15,181 units and the U.S. has taken 92.5% of Mexican heavy-duty exports so far this year, even as Mexico's own retail market posted an eighth straight monthly decline.

By CDLWire · Published October 14, 2026

Summarized from FreightWaves.

New heavy-duty trucks built in Mexico lined up for export to the United States

Mexico's heavy-duty vehicle exports surged 144.6% in September to 12,707 units, as U.S. demand accelerated ahead of new emissions requirements, according to FreightWaves on Oct. 13.

Mexican manufacturers produced 15,181 heavy-duty vehicles in September, up from 6,857 in the same month last year, according to figures from Mexico's National Institute of Statistics and Geography (INEGI) presented by the National Association of Bus, Truck and Tractor-Trailer Producers (ANPACT).

Rogelio Arzate, executive president of ANPACT, said U.S. customers preparing for the Environmental Protection Agency emissions standards scheduled for 2027 are a major factor behind the jump, with clients requesting a significant number of units as the technology shift approaches.

Through the first nine months of 2026, Mexico exported 98,394 heavy-duty vehicles, up about 12% from a year earlier, and the United States received 90,967 of them — about 92.5% of the total. Canadian shipments rose 47.6% year over year through September.

The export boom contrasts with a weak home market. Mexican retail sales of heavy-duty vehicles totaled 2,980 in September, down 11.3% year over year — the eighth consecutive monthly decline — and are down 17.5% so far this year, as dealers say the record buying surge of 2024 pulled demand forward and U.S. trade-policy uncertainty discourages fleet investment. ANPACT is pressing for lower U.S. tariffs on commercial vehicles ahead of the USMCA review and for domestic fleet-renewal incentives.