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Ferrari Q2 Preview: Margins, Model Mix, and EV Signals in Focus
Ferrari Q2 Preview: Margins, Model Mix, and EV Signals in Focus

Yahoo

time29-07-2025

  • Automotive
  • Yahoo

Ferrari Q2 Preview: Margins, Model Mix, and EV Signals in Focus

Ferrari N.V. (NYSE:RACE) is set to report Q2 2025 earnings on Thursday, July 31. Street estimates call for earnings per share of 2.38 and revenue of 1.83 billion, implying a 7% year-over-year increase as robust demand and product mix continue to support top-line growth. Shares are up 7% year-to-date on the Borsa Italiana and 21% on the NYSE, a divergence partly driven by currency effects. Investors will focus on whether Ferrari can push adjusted operating margins closer to its 29% full-year target, supported by strong demand for custom and limited-edition models. Management commentary on U.S. tariff exposure will be key, as new import duties are expected to take effect, raising questions about pricing power and pass-through capacity. Progress on the Maranello EV facility will also draw attention, as the company faces pressure to electrify without compromising brand exclusivity. Updates on the order backlog, capital deployment, and F1 brand leverage may further guide sentiment into the second half of the year. This article first appeared on GuruFocus.

Ferrari Q2 Preview: Margins, Model Mix, and EV Signals in Focus
Ferrari Q2 Preview: Margins, Model Mix, and EV Signals in Focus

Yahoo

time29-07-2025

  • Automotive
  • Yahoo

Ferrari Q2 Preview: Margins, Model Mix, and EV Signals in Focus

Ferrari N.V. (NYSE:RACE) is set to report Q2 2025 earnings on Thursday, July 31. Street estimates call for earnings per share of 2.38 and revenue of 1.83 billion, implying a 7% year-over-year increase as robust demand and product mix continue to support top-line growth. Shares are up 7% year-to-date on the Borsa Italiana and 21% on the NYSE, a divergence partly driven by currency effects. Investors will focus on whether Ferrari can push adjusted operating margins closer to its 29% full-year target, supported by strong demand for custom and limited-edition models. Management commentary on U.S. tariff exposure will be key, as new import duties are expected to take effect, raising questions about pricing power and pass-through capacity. Progress on the Maranello EV facility will also draw attention, as the company faces pressure to electrify without compromising brand exclusivity. Updates on the order backlog, capital deployment, and F1 brand leverage may further guide sentiment into the second half of the year. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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