Unforeseeably optimistic aspects of the current order circumstances - Kion delivers good news regarding order status
In a recent announcement from Kion, the forklift manufacturer, it has been revealed that their warehouse technology and supply chain solutions (SCS) segment experienced a significant boost in the second quarter of 2025. The segment recorded a 33% year-over-year increase in order intake, reaching €3.5 billion.
This impressive growth can be attributed to several key factors. The Supply Chain Solutions segment reported an exceptional performance, with a record quarterly order intake, particularly in the Business Solutions area within SCS. The strong growth was observed across all regions, with notable market dynamics in the Americas contributing to the increased orders.
Despite the prevailing macroeconomic and geopolitical uncertainties, customer demand for Kion's SCS offerings remained high. The e-commerce sector, in particular, showed surging demand, positively impacting SCS orders.
Strategic initiatives, such as partnerships with technology companies like NVIDIA, aimed at AI-driven supply chain solutions, also played a crucial role in sustaining the order growth. These partnerships have enhanced the segment’s digital and automation capabilities.
However, despite this positive news, Kion's overall revenue for the second quarter decreased by around 6 percent to 2.7 billion euros. This slight dip can be partly attributed to a sluggish initial order situation at the beginning of the year. Additionally, the revenue for the second quarter was slightly lower than expectations.
In a press conference held in Frankfurt, Kion announced this record number of orders but did not provide any new confirmation of the annual forecast or announce any new location or business segment.
In conclusion, Kion's SCS segment has benefited from broad regional demand, especially in e-commerce and business solutions, supported by advanced technology adoption and a strong market environment. These factors have underpinned the 33% year-over-year order intake increase to €3.5 billion in Q2 2025, despite broader challenges.
The Community policy could be revised to address the growing demand for vocational training in the e-commerce sector, as it experienced a significant surge in the second quarter of 2025. This vocational training might incorporate advanced industry-specific skills, given the strategic partnerships Kion has formed with technology companies like NVIDIA, focusing on AI-driven supply chain solutions. To ensure a stable workforce to meet this demand, proposed financial measures could be implemented to fund vocational training programs in various regions.
