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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-8.93Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive operational and financial picture: Renault Group delivered on its July guidance with a 6.3% operating margin, record automotive net cash of EUR 7.4 billion, resilient free cash flow (EUR 1.5 billion), accelerating electrified vehicle sales (EVs +72%–77% in Europe) and a record Mobilize Financial Services result. Product launches and international rollouts showed tangible traction. Key negatives are sizable non-cash accounting and provision items (notably the EUR 9.3 billion Nissan accounting loss), FX headwinds, H2 warranty/recall costs, and ongoing commercial/price pressure in Europe; these temper headline results but are largely manageable within the announced strategy. On balance, operational momentum, cash strength and clear midterm targets outweigh the transitory and structural headwinds.Company Guidance
Operating Margin Delivered and Strong Profitability
Group operating profit of EUR 3.63 billion, representing a 6.3% operating margin (delivering July guidance). Automotive operating margin EUR 2.18 billion (4.2% of auto revenue).
Free Cash Flow and Net Cash Position
Automotive free cash flow of EUR 1.5 billion in 2025; Automotive net cash position at a record EUR 7.4 billion (up from EUR 7.1 billion year-on-year). Liquidity reserves at EUR 17.7 billion.
Revenue Growth
Group revenue EUR 57.9 billion, up 3% year-on-year (4.5% at constant exchange rates). Automotive revenue EUR 51.4 billion, up 1.8%.
Mobilize Financial Services (MFS) Record Performance
MFS revenue EUR 6.4 billion, up 13.2%. MFS generated a record operating profit of EUR 1.468 billion, up EUR 173 million year-on-year. New financing EUR 22.3 billion, average performing assets EUR 59.3 billion (+EUR 3.3 billion).
Vehicle Registrations and Unit Growth
Group registrations 2.3 million units, +3.2% (third consecutive year of growth). Order intake +3% and order book ~1.5 months of forward sales (1.7 months at end-Jan).
Strong EV and Hybrid Momentum
Renault brand EV sales in Europe +72%; Group EV sales in Europe +77%. Renault brand EV mix 20% (Europe), Group EV mix 14% (Europe). Full-hybrid sales +35% in Europe; Renault hybrid mix 38%, Group hybrid mix 30% (Europe).
Successful Product Launches and Regional Wins
Renault 5 >100,000 units sold in 2025; Symbioz ~89,000 units since launch; Dacia Bigster ~67,600 sold; Alpine achieved >10,000 sales (triple-digit growth). Regional successes: Grand Koleos ~44,000 (S. Korea); Kardian ~50,000 (S. America & Morocco); Duster ~27,000 outside Europe.
Cost Reductions Achieved
Average cost of goods sold reduction of over EUR 400 per vehicle in 2025, driven by purchasing performance and initial Horse powertrain synergies.
Lower CapEx Intensity
Group net CapEx and R&D at EUR 4.0 billion, representing 6.9% of revenue (down from 7.2% in 2024), aided by platform standardization and supplier entry-ticket reduction efforts.
Midterm Financial Ambition
Announced midterm guidance: target 5%–7% operating margin and over EUR 1.5 billion average annual free cash flow, plus continued annual EUR 400 variable cost reduction per vehicle and R&D/CapEx & supplier entry-ticket below 8% of revenue.
RNLSY 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
RNLSY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $7.51 | $7.24 | -3.58% |
Jul 31, 2025 | $7.29 | $7.17 | -1.77% |
Feb 20, 2025 | $9.94 | $9.58 | -3.57% |
Jul 24, 2024 | $9.70 | $9.61 | -0.88% |
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 Renault SA (RNLSY) report earnings?
Renault SA (RNLSY) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Renault SA (RNLSY) earnings time?
Renault SA (RNLSY) earnings time is at Jul 30, 2026, Before Open (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 RNLSY EPS forecast?
Currently, no data Available