Mercedes-Benz Group Ag Unsponsored Adr (MBGYY)
OTHER OTC:MBGYY
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Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.43Last Year’s EPS
0.27Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: management laid out clear midterm growth and margin levers (efficiency ~+4ppt, volume/price/mix ~+1.5ppt), a concrete product roadmap (AMG, S‑Class, GLC EV, A‑Class successor), and strong industrial cash generation (>EUR 4bn) plus committed shareholder returns (~EUR 6bn). At the same time, material near‑term headwinds were emphasized — China sales weakness, tariff/FX impacts (≈EUR 1bn in 2025 and rising), early EV margin dilution during the 2026 ramp and commodity/DA RAM/regulatory cost risks — and timing for midterm delivery was not precisely defined. Overall, positives (clear efficiency program, cash generation, product pipeline and targeted growth initiatives) are counterbalanced by tangible execution and market risks in China, tariffs and input costs, leaving the tone cautious but constructive.Company Guidance
Midterm Revenue Growth Target
Company reiterated a midterm revenue growth ambition (analyst cited ~7%) and emphasized 'profitable growth' as a strategic pillar — growth accompanied by margin and cost discipline.
Cars Return on Sales Guidance for 2026
Guidance for passenger car return on sales of 3%–5% in 2026, with management using the midpoint as a planning reference and outlining the drivers behind that corridor.
Efficiency Contribution to Margin
Management quantified margin bridge levers, targeting ~4 percentage points of improvement from efficiency measures (explicitly highlighted as a key and ambitious lever versus growth).
Top-line/Volume and Price/Mix Contribution
Management expects ~1.5 percentage points net from volume, price, mix and BEV effects in the midterm bridge (noting this will be limited in the initial EV ramp-up year).
EV Ramp-Up Timeline and 2027 Contribution
EV ramp-up is planned to accelerate in H2 2026 with management expecting meaningful top-line contribution from BEV volume and mix in 2027.
Strong Industrial Cash Generation & Shareholder Returns
Underlying industrial cash generation cited as >EUR 4 billion; committed shareholder returns of ~EUR 6.0 billion this year (EUR 5.1B dividend + EUR 1.7B remaining buyback).
Potential M&A / Disposal Proceeds to Supplement Cash
Management noted potential M&A/disposal cash proceeds shown as ~EUR 2 billion on slides (e.g., Athlon ~EUR 1B reported by media, retail sale proceeds), but said proceeds could exceed that figure — providing additional flexibility for returns or investment.
US Market Growth Ambition
Target to grow U.S. sales from ~300,000 units (2025) to ~400,000 units midterm through localized products, product launches and commercial efforts.
Product & Portfolio Actions (AMG, S‑Class, A‑Class and GLC EV)
Clear product roadmap: AMG offensive including an AMG GT world premiere (May) and electric performance rollout; S‑Class production starting imminently with full contribution from 2027; reintroduction of an A‑Class successor in Europe to attract younger customers; electric GLC launch targeted to address a core midsize SUV NEV white space.
Manufacturing Capacity & Decarbonization (Kecskemét)
Kecskemét highlighted as a major capacity expansion opportunity (capacity potential cited up to ~400,000 units) with new greenfield/brownfield investments designed for CO2‑neutral production from the start.
Mercedes-Benz Group AG Unsponsored ADR (MBGYY) Earnings, Revenues Date & History
MBGYY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MBGYY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $14.34 | $14.26 | -0.58% |
Feb 12, 2026 | $16.43 | $16.23 | -1.24% |
Oct 29, 2025 | $15.24 | $15.91 | +4.42% |
Jul 30, 2025 | $14.66 | $14.11 | -3.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mercedes-Benz Group Ag Unsponsored Adr (MBGYY) report earnings?
Mercedes-Benz Group Ag Unsponsored Adr (MBGYY) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is Mercedes-Benz Group Ag Unsponsored Adr (MBGYY) earnings time?
Mercedes-Benz Group Ag Unsponsored Adr (MBGYY) earnings time is at Jul 28, 2026, Before Open (Confirmed).
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What is MBGYY EPS forecast?
MBGYY EPS forecast for the fiscal quarter 2026 (Q2) is 0.43.