The call presents a mixed sentiment. While there are significant strides in electrification and financial services expansion, the ongoing market challenges, particularly in North America and Brazil, have led to a lowered full year outlook and declining sales revenue. The positive aspects are somewhat overshadowed by the prevailing market uncertainties and the need to adjust production capacities.
Company Guidance
In the Traton Q2 2025 Results Conference Call, the company provided several key metrics and updates. Deliveries increased by 9% over Q1 but only grew by 1% year-over-year, while sales revenues dropped by 2%. The adjusted return on sales declined to 6.4% in Q2, primarily due to volume effects, although a better group margin sequentially from Q1 to Q2 was observed. Incoming orders rose by 11%, with a notable 27% year-over-year increase in Europe, although this was down from a 56% growth in Q1. The book-to-bill ratio dropped below 1, at 0.91. The company revised its full-year outlook, citing ongoing market challenges in Europe, North America, and Brazil, with an expected decline in unit sales and revenue between -10% and 0%, and an adjusted return on sales anticipated at 6% to 7%. Net cash flow for Traton Operations is now projected to be between EUR 1 billion and EUR 1.5 billion. The call highlighted strategic investments in electrification and sustainable transportation, such as Scania's high-capacity charging solution and MAN's production of electric trucks.
Increased Deliveries
Deliveries increased by 9% over Q1, though year-over-year unit sales grew by only 1%.
Strong Order Intake in Europe
Incoming orders are up 11%, with a significant 27% increase in Europe.
Electrification Strategy Progress
Scania launched a high-capacity charging solution for heavy-duty e-trucks and MAN started series production of heavy-duty electric trucks.
TRATON Financial Services Expansion
Completed rollout of integrated financial services backbone in 14 strategic markets.
Positive Net Cash Flow
TRATON operations in Q2 resulted in a net inflow, slightly better than 2024.
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
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.