Sales in the USA
Many DAX companies despite the customs pollution with good results
Commercial barriers make the business of German companies difficult. In total, the results for the second quarter are worse. But not all companies meet it equally.
The majority of the 40 DAX groups made more sales and more profit in spring despite customs disputes and economic flakes than a year earlier. However, the politically and economically difficult situation in some stock exchange weights left clear brake tracks in the interim balance for the second quarter, as an evaluation of the consulting company EY showed. On the important US market, EY expects sales to export-oriented German industry due to the higher import duties in the next few months.
US and China business runs worse for many companies
In the second quarter of 2025, the sales of companies in the first German stock market league added up to around 434.6 billion euros. That was almost two percent or around 8.2 billion euros less than a year earlier. Especially in the United States and China, business ran worse for many companies.
The power company RWE and automobile manufacturers Porsche, Mercedes-Benz and BMW reported the strongest sales declines. In contrast, 20 of the examined corporations recorded increasing revenues, the strongest upwards at the engine manufacturer MTU Aero Engines with an increase of 20 percent.
Despite the decline in profit, not a bad quarter in total
According to the analysis, the profit before interest and taxes (EBIT) of the 40 corporations in the German stock index decreased by 3.3 percent within a year to around 46.9 billion euros. That was still the third highest, ever recorded in a second quarter.
While the operational profit for all car manufacturers listed in the DAX was also down in the double -digit percentage range, according to the EY overview, 24 companies have increasing profits compared to the previous year – especially Siemens Energy with an incredible 1,553 percent growth. As in the first quarter, Deutsche Telekom booked the highest operational profit with a good 6.6 billion euros-especially thanks to its strong US business.
Car manufacturers in customs and electric stress
The auto industry, which, in addition to higher US tariffs with strong Chinese competition, is struggling with electric cars. Ey expert Jan Brorhilker expects a reduction in the production capacities “to working closings and job cuts to a larger scale” in the industry.
As of June 30, 2025, a total of 3.49 million people were employed by the 34 DAX groups, the information of which included in the EY evaluation. That was a good 30,000 less than a year earlier. 14 companies removed personnel, 20 had more employees than at the same time as of the previous year.
dpa
Source: Stern
