Einride aims for 1,500 trucks by 2028, citing partnerships with Tesla and DAF

Einride, an automation company focused on long-haul trucking and related autonomy software, says it is targeting a fleet of 1,500 trucks by 2028, supported by partnerships that allow it to add “partner trucks” as it scales operations. The goal suggests Einride is pursuing growth not only by building its own technology stack, but by expanding capacity through relationships with established truck makers.

In the same update, Einride reported first-half revenue of $27 million, a 26% increase compared with the prior-year period. Management said it expects revenue growth of 60% to 73% in the second half, a markedly faster pace than the first six months, indicating that it expects scaling efforts and partner-based deployment to accelerate later in the year.

The strategy described in the post emphasizes fleet expansion through partner trucks rather than relying entirely on Einride-delivered vehicles. By doing so, Einride appears to be trying to reduce bottlenecks that can slow fleet growth, such as production capacity and vehicle procurement lead times, while still building demand and operational experience around its autonomy offering.

Partnerships named in the update include Tesla and DAF, two companies that supply vehicles and related industrial ecosystems. While the post does not spell out contract sizes, duration, or the specific configurations of partner vehicles, the reference points to a model in which Einride’s autonomy and operational approach can be applied across trucks sourced through external channels.

A key point for readers is that fleet targets and growth projections are forward-looking. The company did not, in the materials summarized here, provide additional operating metrics that would help gauge how quickly new trucks convert into revenue, such as utilization rates, average revenue per truck, or the mix of routes and customers contributing to the second-half outlook.

The broader industry context is that autonomy and “driver-assistance to autonomy” businesses increasingly compete on the ability to scale deployments while managing risk. For companies building trucking automation, growth depends on proving reliability across longer distances, weather, and customer operating conditions, as well as ensuring that vehicles can be integrated with the control and sensing requirements of the autonomy stack.

Even so, investors and customers will likely watch whether Einride’s growth forecast is supported by sustained order flow and successful commercialization, not just platform progress. The update framed the second-half acceleration in terms of scaling through partner trucks, but it did not describe what portion of the additional fleet or revenue is already contracted versus expected from future agreements.

What remains unclear from the published summary is how Einride plans to manage the operational ramp as it moves toward 1,500 trucks by 2028. The post also does not disclose whether Tesla and DAF partnerships involve exclusive supply arrangements, revenue-sharing, or how Einride’s economics compare between partner-supplied vehicles and any company-specific vehicle initiatives.

Next, the market will likely look for more detail around the timeline to reach the truck target, how partner trucks will be onboarded and supported, and whether Einride can translate fleet growth into repeatable revenue per deployed unit. Updated financial guidance, fleet deployment statistics, and disclosures around partnership mechanics would be the most relevant indicates to follow.