Latest news with #Traton
Yahoo
5 days ago
- Business
- Yahoo
Traton Second Quarter 2025 Earnings: EPS Misses Expectations
Traton (ETR:8TRA) Second Quarter 2025 Results Key Financial Results Revenue: €11.3b (down 2.5% from 2Q 2024). Net income: €246.0m (down 58% from 2Q 2024). Profit margin: 2.2% (down from 5.0% in 2Q 2024). EPS: €0.49 (down from €1.17 in 2Q 2024). AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. All figures shown in the chart above are for the trailing 12 month (TTM) period Traton EPS Misses Expectations Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Looking ahead, revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Germany. Performance of the German Machinery industry. The company's shares are up 7.4% from a week ago. Risk Analysis It's necessary to consider the ever-present spectre of investment risk. We've identified 2 warning signs with Traton (at least 1 which makes us a bit uncomfortable), and understanding these should be part of your investment process. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Reuters
6 days ago
- Automotive
- Reuters
VW's Traton slashes 2025 outlook as US uncertainty weighs on demand
July 25 (Reuters) - Volkswagen's truck unit Traton ( opens new tab slashed its full-year guidance late on Thursday, citing global uncertainty and weak U.S. demand due to trade tensions, sending its shares falling 3.2% by 1030 GMT on Friday. Traton now expects unit sales and revenue to decline by up to 10%, compared to its previous forecast between a 5% drop and 5% growth. It also cut its target for adjusted operating return on sales to 6-7% from 7.5–8.5%. The downgrade came despite an improvement in first-half orders, which rose 11% year-on-year to 139,600 vehicles, driven primarily by demand for replacement vehicles in Europe. "There is no evidence yet for a sustained turnaround in the European market," CFO Michael Jackstein said in a conference call. Traton said the economic situation in Europe remained weak, while North American truck buyers continued to show caution and demand in Brazil stayed subdued. "Visibility is low in most regions," said analyst Fabio Hoelscher from Warburg Research. Pal Skirta, equity analyst from Metzler Equities, said that Traton's recovery depended heavily on U.S. tariff policy. Without a trade agreement between the U.S. and its key partners, heavy-duty truck demand is unlikely to rebound, keeping pressure on capacity utilization and pricing at Traton's International Motors brand, he added. The U.S. market remains a key concern for German automakers, who are lobbying for a trade agreement to replace the 25% tariff on car and parts imports. The levy has dampened demand and competitiveness in the region. Hopes for progress have been buoyed by Japan's recent success in striking a similar deal with Washington, raising expectations for a breakthrough with Europe. European truck makers Daimler Truck and Volvo have been signalling sluggish demand in North America. However, Volvo surprised markets last week with stronger quarterly earnings, suggesting recovery signs in Europe. Traton, which also owns the Scania and MAN brands, posted a 33% year-on-year drop in its adjusted operating result to 1.4 billion euros ($1.64 billion) alongside a 6% decline in its half-year revenue to 21.9 billion euros. Volkswagen, which owns more than 87% of Traton's shares, also cut its full-year guidance on Friday after taking a $1.5 billion tariff hit in the first half of 2025. ($1 = 0.8512 euros)
Yahoo
09-07-2025
- Automotive
- Yahoo
Traton posts slight increase in Q2 deliveries but US tariffs weigh
(Reuters) -German truck maker Traton reported on Wednesday a 1% increase in second-quarter deliveries year on year despite ongoing uncertainty over U.S. import tariffs. The Volkswagen subsidiary said its international motors division saw a 10% increase in sales following a fire at a supplier's plant in the prior-year quarter. "However, the U.S. market faces ongoing uncertainty regarding the impact of import tariffs and the economic outlook," a statement said, adding that half-year sales in that unit had fallen by 2%. Sign in to access your portfolio
Yahoo
09-07-2025
- Automotive
- Yahoo
Traton posts slight increase in Q2 deliveries but US tariffs weigh
(Reuters) -German truck maker Traton reported on Wednesday a 1% increase in second-quarter deliveries year on year despite ongoing uncertainty over U.S. import tariffs. The Volkswagen subsidiary said its international motors division saw a 10% increase in sales following a fire at a supplier's plant in the prior-year quarter. "However, the U.S. market faces ongoing uncertainty regarding the impact of import tariffs and the economic outlook," a statement said, adding that half-year sales in that unit had fallen by 2%. Sign in to access your portfolio
Yahoo
13-06-2025
- Automotive
- Yahoo
2025 Strategy Playbook: Navigating Class 6-8 Truck Market Challenges & Opportunities for Daimler, Volvo, PACCAR, and International Inc.
Comprehensive analysis of the North American Class 6-8 truck market, spotlighting leading manufacturers: Daimler, Volvo, PACCAR, and International Inc. Key insights cover strategic initiatives amid geopolitical challenges, sustainability trends, and electrification. Essential for decision-makers, it examines market dynamics, technology trends, and provides a comprehensive forecast. Dublin, June 13, 2025 (GLOBE NEWSWIRE) -- The "2025 North American Class 6-8 Truck Manufacturers Strategy Playbook: Daimler Trucks NA, Volvo Trucks NA, PACCAR, International (Traton) - Strategy Focus, Key Strategies & Plans, SWOT, Trends & Growth Opportunities, Business and Market Outlook" company profile has been added to offering. This 2025 Strategy Playbook Bundle provides a comprehensive analysis of leading industry manufacturers in North America's class 6-8 truck market, offering in-depth insights into their strategic focus, key initiatives, and future plans. The reports assess the evolving market landscape amid geopolitical uncertainties, macroeconomic challenges, and the industry's transition towards sustainability and electrification. With a detailed SWOT analysis, financial performance review, and evaluation of key market and technology trends, this bundle serves as an essential resource for decision-makers across the industry value chain. The report also incorporates analysis & assessment of key market, technology & industry trends, along with issues & challenges, which are likely to impact and shape industry's future over near to medium term while providing insights & inputs to be incorporated into the broader strategic planning & decision making processes, thereby, making it relevant, useful and essential from a competitive analysis standpoint. The report also identifies key driving & restraining forces for the industry & assesses their potential degree of impact through a force field analysis. The report concludes by providing a comprehensive outlook & demand forecast on the North American Class 6-8 truck market for the near to medium term horizon. The leading manufacturers in the North American class 6-8 truck market analyzed are: Daimler Trucks North America Volvo Trucks North America PACCAR Inc. International Inc. (Traton SE) North American Class 6-8 Truck Market in Normalization Mode while Gearing-Up for a more Sustainable Future amid Global Macroeconomic Complexities & Uncertainties The North American Class 6-8 Truck market is in the normalization mode after having been in the overdrive mode over the recent years marked by extraordinary growth, driven by post-pandemic pent-up demand amid easing out of supply chain disruptions & constraints, which enabled the industry OEMs to effectively ramp-up production rates to meet rising demand levels. The market tailwinds drove steady order intake, slight contraction in delivery volumes and strong book-to-bill ratios across most industry OEMs in 2024 and even supercharged the in-service fleet utilization levels and aftermarket service volumes across fleet operators and industry OEMs respectively. The North American Class 6-8 Truck market contracted marginally in 2024, in terms of new truck registrations, after a strong 2023, with truck demand being largely driven by replacements while fleet utilization remained at normal levels with the vocational segment remaining particularly strong. The forecast for 2025 indicates the demand for Class 6-8 trucks in North America to remain flat going forward as part of cyclical market normalization. The demand for zero emission vehicles remains strong despite their relatively higher sticker prices. However, favorable trends, like the upcoming EPA 2027 emission regulations are likely to drive demand for ZEVs and facilitate faster adoption & transition by fleets to BEVs, FCEVs and other sustainable fuels-powered Trucks. The industry, too, continues to work towards rapid development of charging infrastructure and electric mobility ecosystem, under the partnership model, which is likely to accelerate the ongoing transition towards sustainability across Europe. The full commercialization of autonomous trucks now is likely to disrupt the truck market over near term with the emergence of new business & service models configured around them. However, rising defense levels are likely to provide a significant growth opportunity to truck makers, especially in the specialty vehicles segment, over near to medium term with U.S. defense spending, at $997 billion for 2024, being the largest in the world accounting for a third of global defense spending in 2024, as per SIPRI, and demand skyrocketing for trucks-based missile defense and strike systems globally besides for logistics. The taming of inflation, monetary policy easing and the relative easing of supply chain woes globally have come as welcome news for the world economy in 2025, however, policy instabilities, macroeconomic uncertainties & trade tensions created by Trump's protectionism & tariff wars and continuing military conflicts across Ukraine & the Middle East exacerbated by a deteriorating world order and rising defense spending levels amid slowing economic growth & rising debt levels pose a serious challenge to it over near term. Overall, the world economic growth is forecasted to grow merely by 2.8% for 2025 (and 3% for 2026), as per IMF, a level which is almost 900 bps below the average pre-pandemic growth rate registered for the world economy through the 2010s decade. Report Excerpts: Analysis of Daimler's strategy of achieving competitive differentiation, based on technologies, aimed at delivering substantial value addition to customers Decryption of Volvo's plans to further deepen market presence and grow its market share in North America with its 3-pronged growth strategy, focus on services business and to leverage its head start in ZEVs effectively across other key, growth markets Analysis of Traton's internal transformation and 'Concentration-of-Capabilities' approach to group-wide operations for enhanced competitiveness, growth focus in North America spearheaded by the 'International' brand strategy, massive R&D spending and active push for deeper inroads in China Strong focus on scaling-up and growing services business to boost profitability and provide structural stability to business portfolio across most trucking OEMs Zero Emission Vehicles (ZEVs) to form a substantial share of truck sales across most industry OEMs by the end of current decade Tightening regulatory emissions, digital transformation, continued push for autonomy and pursuit of measures to create a level playing field for conventional and zero emission vehicles underway across most mature markets Key Topics Covered: Section 1: Business Snapshot & Overview - North America's Top 4 Class 6-8 Truck Manufacturers Founded Headquartered Business Segments Product Portfolio Revenue Base Market Capitalization Key Executives Shareholding/Ownership Structure Section 2: Financial Performance Analysis - DTNA, Volvo (VTNA), PACCAR & International Revenue Base & Growth Trend Revenues Split by Key Segments Revenues Split by Key Geographic Markets & Regions Gross Earnings & Margin Trend Operating Earnings & Operating Margin Trend Return on Sales Trend Profitability Growth Trend Cash Flow from Operations R&D Expenditure Trend CAPEX Trend Order Intake & Truck Deliveries Trend Section 3: Overarching Strategy Focus & Strategic Priorities across Top Industry OEMs - Near to Medium Term Daimler Trucks North America (DTNA) Volvo Trucks North America (VTNA) International Inc. - Part of Traton Group PACCAR Inc. Section 4: Key Strategies & Plans for the Industry OEMs - Comprehensive Analysis of Strategies & Plans - DTNA, Volvo (VTNA), PACCAR & International - Analysis Coverage Product Portfolio Strategies & Plans Market Specific Strategies & Plans R&D Strategies & Plans Growth Strategies & Plans Business and Corporate Strategies & Plans Sales & Marketing Strategies & Plans Production/Manufacturing Strategies & Plans Financial Strategies & Plans Acquisitions, Strategic Alliances & JVs Other Strategies & Strategic Initiatives Section 5: SWOT Analysis - On the 4 Key Industry OEMs Strengths to be Leveraged Weaknesses to be worked on Opportunities to be capitalized upon Threats to be negated & mitigated Section 6: Key Industry Trends Section 7: Key Market Trends Section 8: Key Technology Trends Section 9: Key Issues, Challenges & Risk Factors Section 10: North American Class 6-8 Truck Market - Force Field Analysis - Analysis of Driving & Restraining Forces and their Overall Dynamics Section 11: Strategic Market Outlook through 2028 Analysis of Emerging Market Scenario for the North American Class 6-8 Truck Market Demand Outlook - Near to Medium Term Demand Growth Projections for the North American Class 6-8 Truck Market through 2028 For more information about this company profile visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Error 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
