On Wednesday, August 5, 2026, Marcopolo (POMO4) released its results for the second quarter of 2026 (2Q26), reporting net income of R$ 271.2 million, a 15.5% decline compared to 2Q25. Consolidated net revenue totaled R$ 2,373.3 million in the period, an increase of 3.0% over the same quarter of the previous year.
In 2Q26, gross profit reached R$ 519.7 million, a 12.4% drop versus the R$ 593.2 million recorded in 2Q25, with a gross margin of 21.9%, below the 25.7% seen a year earlier. EBITDA (earnings before interest, taxes, depreciation and amortization) came to R$ 338.6 million, down 15.0% year over year, while the EBITDA margin fell from 17.3% to 14.3%.
Revenue in Brazil reached R$ 1,462.1 million in 2Q26, an 11.3% increase compared with the R$ 1,313.7 million in 2Q25, while exports from the country totaled R$ 289.9 million, up 16.2%. Revenue from operations abroad, in turn, came to R$ 621.3 million, a 16.3% decrease from the previous quarter, reflecting weaker performance at some international subsidiaries.
In the first half of 2026 (1H26), Marcopolo reported net income of R$ 535.8 million, a 5.0% decline versus the R$ 564.2 million in 1H25, with net margin slipping from 14.2% to 13.3%. Net revenue for the half-year was R$ 4,028.5 million, a slight increase of 1.2% compared with the R$ 3,982.5 million in the same period of the previous year.
The company also reported that return on invested capital (ROIC) was 23.0% and highlighted the performance of the micro-bus segment, which accounted for 42.5% of total volume in 2Q26 and posted 122% revenue growth year over year.
