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Ferrari NV (RACE)
NYSE:RACE
Earnings Data
Report Date
May 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.61Last Year’s EPS
2.71Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong financial and operational performance in FY2025 — record revenue (>EUR 7.1bn), robust margins (EBIT margin 29.5%), and exceptional industrial free cash flow (+~50% to >EUR 1.5bn), together with successful product launches and racing achievements. Key near-term headwinds include an acknowledged EUR ~200m FX drag for 2026, tariff impacts, higher SG&A and R&D/F1 costs and model-changeover timing that creates delivery phasing risk. On balance, the company demonstrated execution strength, ample cash generation and a clear strategic roadmap, while flagging manageable but meaningful macro and timing challenges for 2026.Company Guidance
Record Revenue
Net revenues exceeded EUR 7.1 billion in FY2025, representing year-over-year growth of ~8% at constant currency (7% including FX headwinds).
Strong Profitability and Margins
EBIT surpassed EUR 2.1 billion (double-digit growth year-over-year) with an EBIT margin of 29.5% and an EBITDA margin of 38.8% for FY2025.
Industrial Free Cash Flow Surge
Industrial free cash flow exceeded EUR 1.5 billion in 2025, up roughly 50% versus the prior year, supported by increasing profitability and positive working capital dynamics.
Shareholder Remuneration and Buyback Completion
Shareholder returns totaled over EUR 1.3 billion (roughly +30% year-over-year) in dividends and repurchases, and the EUR 2 billion share buyback program was concluded one year ahead of schedule.
Successful Product and Technology Push
Launched six new sports cars in 2025 (including the flagship Ferrari Luce full-electric reveal steps and five additional ICE/hybrid models such as the Amalfi, 849 Testarossa, 296 Speciale and Speciale Aperta), demonstrating horizontal product diversification and technology neutrality.
Racing Triumphs
499P hypercar secured the 2025 FIA World Endurance Championship—Ferrari won both World Manufacturer's and Driver's titles—reinforcing brand performance and technical capability.
Strong Demand Visibility & Client Engagement
Order book provides visibility into the end of 2027; personalization remained important (~20% of cars & spare-parts revenues); museum attendance nearly 900,000 visitors, evidencing strong lifestyle engagement.
Operational and Cost Tailwinds in Q4
Q4 benefited from a lower-than-anticipated cost base, positive product mix, an R&D government grant and reduced racing expenses, allowing the company to exceed 2025 guidance.
RACE 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
RACE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $336.13 | $363.22 | +8.06% |
Nov 04, 2025 | $392.03 | $399.39 | +1.88% |
Jul 31, 2025 | $498.79 | $443.39 | -11.11% |
May 06, 2025 | $466.46 | $474.14 | +1.65% |
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 Ferrari NV (RACE) report earnings?
Ferrari NV (RACE) is schdueled to report earning on May 05, 2026, TBA (Confirmed).
What is Ferrari NV (RACE) earnings time?
Ferrari NV (RACE) earnings time is at May 05, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RACE EPS forecast?
RACE EPS forecast for the fiscal quarter 2026 (Q1) is 2.61.
