The earnings call presented a mixed picture with notable advancements in electrification and financial services, alongside increased deliveries and order intake in Europe. However, these positives were offset by significant challenges in North America and Brazil, a decline in sales revenue, and lowered full-year outlook due to ongoing market uncertainties and unfavorable mix and currency effects.

Company Guidance -

Q3 2025

During the Traton Q2 2025 results conference call, key metrics were highlighted, reflecting a challenging global market environment. Deliveries picked up by 9% over Q1, but year-over-year unit sales only grew by 1%, with a 2% drop in sales revenues. The adjusted return on sales declined to 6.4% in Q2, driven primarily by volume effects, though there was a sequential improvement from Q1. The group's net cash flow improved, showing a net inflow for the first half of the year. Incoming orders increased by 11%, with European orders up 27% year-over-year. However, the book-to-bill ratio dropped below 1 due to declining momentum in European orders and a poor North American market. The call also discussed strategic initiatives like Scania's launch of a high-capacity charging solution and MAN's series production of heavy-duty electric trucks, which support Traton's electrification strategy. The outlook for 2025 was adjusted downwards, reflecting continued uncertainties, particularly in North America, and economic challenges in Brazil, with TRATON Group's adjusted return on sales now expected to be between 6% and 7%.

Increased Deliveries and Order Intake in Europe

Deliveries picked up by 9% over Q1, with a 3% increase in unit sales in Europe. European order intake was up by 27% year-over-year, with a 44% increase in truck orders.

Strong Performance of MAN

MAN's adjusted return on sales reached 7.9%, supported by a successful realignment program and ongoing cost management.

Transformation and Electrification Progress

Scania launched a high-capacity charging solution, MAN started series production of heavy-duty electric trucks, and International launched an all-electric Class 8 tractor, supporting the group's electrification strategy.

TRATON Financial Services Expansion

TRATON Financial Services completed its integrated financial services backbone rollout in 14 strategic markets, with a 14% increase in revenue due to expansion.

Positive Cash Flow Development

Traton operations saw a net cash inflow for the first half of the year, slightly better than in 2024, despite challenging market conditions.

TRATON SE (DE:8TRA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:8TRA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.95 / -	1.49	―	―	―
Jul 25, 2025	2025 (Q2)	0.90 / 0.49	1.175	-58.30% (-0.69)	―	―
Apr 28, 2025	2025 (Q1)	1.01 / 0.93	1.5	-38.00% (-0.57)	―	―
Mar 10, 2025	2024 (Q4)	1.29 / 1.50	1.02	47.06% (+0.48)	―	―
Oct 28, 2024	2024 (Q3)	1.36 / 1.49	1.41	5.67% (+0.08)	―	―
Jul 26, 2024	2024 (Q2)	1.36 / 1.18	1.37	-14.23% (-0.20)	―	―
Apr 26, 2024	2024 (Q1)	1.25 / 1.50	1.11	35.14% (+0.39)	―	―
Mar 05, 2024	2023 (Q4)	1.38 / 1.02	0.97	5.15% (+0.05)	―	―
Oct 25, 2023	2023 (Q3)	1.62 / 1.41	-0.06	2450.00% (+1.47)	―	―
Jul 26, 2023	2023 (Q2)	1.27 / 1.37	0.603	127.20% (+0.77)	―	―

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

DE:8TRA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	€32.98	€31.62	-4.12%
Apr 28, 2025	€26.47	€28.42	+7.37%
Mar 10, 2025	€36.17	€35.12	-2.90%
Oct 28, 2024	€29.49	€28.50	-3.36%

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 TRATON SE (DE:8TRA) report earnings?

TRATON SE (DE:8TRA) is schdueled to report earning on Oct 29, 2025, TBA (Not Confirmed).

What is TRATON SE (DE:8TRA) earnings time?

TRATON SE (DE:8TRA) earnings time is at Oct 29, 2025, TBA (Not 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 the P/E ratio of TRATON SE stock?

The P/E ratio of TRATON SE is N/A.

What is DE:8TRA EPS forecast?

DE:8TRA EPS forecast for the fiscal quarter 2025 (Q3) is 0.95.

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