Bayerische Motoren Werke Aktiengesellschaft (DE:BMW)
XETRA:BMW
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.51Last Year’s EPS
2.85Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced view: notable operational strengths (Neue Klasse rollout, global/technology-neutral strategy, manufacturing ramps, disciplined cost measures, and clear guidance) are countered by meaningful near-term headwinds (tariffs, China competition, lower R&D capitalization, higher depreciation, FX pressure and residual-value normalization). Management presented concrete mitigating actions and maintained shareholder-return frameworks, but several risks remain materially unresolved if macro or trade outcomes deteriorate.Company Guidance
Neue Klasse product offensive and iX3 rollout
Successful rollout of the Neue Klasse iX3 has kicked off a major product offensive; Neue Klasse technology clusters to appear in more than 40 cars through end-2027, supporting competitiveness and positive early customer feedback (iX3 reception in Europe and China noted).
Technology-neutral, global business model
BMW emphasized a technology-neutral strategy and global footprint that helped overcompensate shrinkage in China with growth in Europe and the U.S., enabling flexibility across drivetrains and segments.
Manufacturing ramp and productivity improvements
Multiple plants ramping: Munich rebuilt and starting production, Spartanburg launching new X5 (X7 next year), Leipzig and Regensburg running 3 shifts, Debrecen operating — supported by productivity gains and AI applications in manufacturing.
Disciplined cost reduction and controls
Company executing across CapEx, R&D, and SG&A reductions (no big public programs) and continuously targeting efficiency gains; cost measures underpinning performance despite macro headwinds.
2026 guidance provided with defined margin corridor
Automotive segment EBIT margin guidance set at 4%–6% for 2026 (down from prior 5%–7%), and group expects a moderate decline in profit (guidance: -10% to -15% vs prior year), providing a clear framework amid uncertainty.
TNR (The New Retail) strategic rollout
TNR (direct sales) seen as strategic long-term shift: expected benefits include price stability, improved upsell, centralized stock management and lower pipeline stock; implementation progressing (MINI as learning base) with IT ~80% prepared.
Leasing/consolidation positive effect in Q4
Lower leasing penetration in the U.S. (post-IRA) reduced the negative consolidation impact, producing a positive reconciliation effect in Q4 and contributing to near-term financials.
Shareholder return framework maintained
Remains 30%–40% payout policy; proposed dividend payout ~36.6%; share buyback program ongoing (second tranche ends August, third tranche earmarked). 2025 cash-out was ~EUR 4.0bn vs Automotive free cash flow ~EUR 3.2bn (exceptional overrun last year).
Bayerische Motoren Werke Aktiengesellschaft (DE:BMW) Earnings, Revenues Date & History
DE:BMW 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
DE:BMW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 14, 2026 | €83.88 | €82.50 | -1.65% |
Mar 12, 2026 | €80.82 | €81.68 | +1.06% |
Nov 05, 2025 | €80.30 | €85.80 | +6.85% |
Jul 31, 2025 | €84.48 | €83.88 | -0.71% |
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 Bayerische Motoren Werke Aktiengesellschaft (DE:BMW) report earnings?
Bayerische Motoren Werke Aktiengesellschaft (DE:BMW) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is Bayerische Motoren Werke Aktiengesellschaft (DE:BMW) earnings time?
Bayerische Motoren Werke Aktiengesellschaft (DE:BMW) earnings time is at Jul 30, 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 the P/E ratio of Bayerische Motoren Werke Aktiengesellschaft stock?
The P/E ratio of Bayerische Motoren Werke Aktiengesellschaft is N/A.
What is DE:BMW EPS forecast?
DE:BMW EPS forecast for the fiscal quarter 2026 (Q2) is 2.51.