The earnings call presented a mixed picture with strong order intake and strategic partnerships laying a foundation for future growth, while current financial performance and production challenges in certain segments posed significant issues.

Company Guidance -

Q1 2025

During the first quarter of 2025, the Iveco Group maintained its full-year guidance despite challenging market conditions. The European production of trucks decreased by 32% year-over-year, affecting margins and free cash flow. However, the book-to-bill ratio was above 1 in both Europe and South America, indicating strong order intake. The truck segment's European order intake for light-duty trucks increased by 7% compared to Q1 2024, with a book-to-bill ratio of 1.09, while medium and heavy-duty trucks saw a 33% increase with a ratio of 1.17. In South America, the order intake for light-duty trucks tripled, with a book-to-bill ratio of 1.51, and doubled for medium and heavy-duty trucks with a ratio of 1.38. The bus segment also demonstrated a solid performance, with a 15% increase in order intake and a book-to-bill ratio of 1.41. The adjusted EBIT margin for Industrial Activities stood at 4%, with the group expecting to achieve an adjusted EBIT of EUR 980 million to EUR 1,030 million for the full year. The first quarter's results were bolstered by strategic partnerships, such as those with Ford Otosan and Stellantis, and plans for a spin-off of the Defence business, which has a robust backlog exceeding EUR 4 billion.

Strong Order Intake

Order intake in Europe and Latin America was strong for both light and heavy-duty trucks. The book-to-bill ratio was well above 1 in Europe for the first time since Q1 2023.

Bus and Defence Segments Performance

Bus and Defence segments delivered strong results with continuous margin improvements year-over-year, supported by solid order books and favorable industry momentum.

Strategic Partnerships

Formed partnerships with Ford Otosan and Stellantis in the truck business, and a joint venture with DLL to accelerate green mobility, which are expected to boost future growth.

Defence Business Developments

Awarded a tender by the Dutch Ministry of Defence for 785 military logistic vehicles, with potential for an additional 785 vehicles and long-term logistics support.

Market Share Gains

Market share increased in various segments: LCV market share at 12.1%, Chassis Cab at 31.2%, and heavy trucks at 9.1%.

Iveco Group NV (IT:IVG) 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

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IT:IVG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2025	2025 (Q2)	0.49 / -	0.63	―	―	―
May 15, 2025	2025 (Q1)	0.29 / 0.31	0.57	-45.61% (-0.26)	―	―
Feb 07, 2025	2024 (Q4)	0.34 / 0.38	0.16	137.50% (+0.22)	―	―
Nov 07, 2024	2024 (Q3)	0.30 / 0.39	0.28	39.29% (+0.11)	―	―
Jul 24, 2024	2024 (Q2)	0.45 / 0.63	0.57	10.53% (+0.06)	―	―
May 10, 2024	2024 (Q1)	0.15 / 0.57	0.21	171.43% (+0.36)	―	―
Feb 09, 2024	2023 (Q4)	0.44 / 0.16	0.33	-51.52% (-0.17)	―	―
Nov 01, 2023	2023 (Q3)	0.52 / 0.28	0.1	180.00% (+0.18)	―	―
Aug 02, 2023	2023 (Q2)	0.25 / 0.57	0.2	185.00% (+0.37)	―	―
May 11, 2023	2023 (Q1)	0.21 / 0.21	0.15	40.00% (+0.06)	―	―

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

IT:IVG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 15, 2025	€16.22	€15.78	-2.71%
Feb 07, 2025	€11.32	€13.76	+21.55%
Nov 07, 2024	€8.99	€9.95	+10.68%
Jul 24, 2024	€11.48	€9.81	-14.55%

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 Iveco Group NV (IT:IVG) report earnings?

Iveco Group NV (IT:IVG) is schdueled to report earning on Jul 30, 2025, Before Open (Confirmed).

What is Iveco Group NV (IT:IVG) earnings time?

Iveco Group NV (IT:IVG) earnings time is at Jul 30, 2025, 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 the P/E ratio of Iveco Group NV stock?

The P/E ratio of Iveco Group NV is N/A.

What is IT:IVG EPS forecast?

IT:IVG EPS forecast for the fiscal quarter 2025 (Q2) is 0.49.

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