The call reflected a mixed performance with notable achievements in strategic partnerships and market share gains, particularly in the Bus and Defence segments. However, significant challenges were noted in the form of decreased net revenues, production declines, and cash flow absorption. The company's strategic actions and alliances appear to position it well for future growth, but current economic pressures and market softness present ongoing challenges.

Company Guidance

During the Iveco Group's first quarter 2025 financial results call, CEO Olof Persson and CFO Anna Tanganelli provided extensive guidance on the company's performance and future outlook. They highlighted a 32% year-over-year decrease in European truck production due to lower industry demand and the transition to new vehicle generations, affecting margins and free cash flow. The company's book-to-bill ratio was well above 1 in Europe, marking a strong order intake for both light and heavy-duty trucks. The bus and defence segments showed continuous margin improvements, with the bus segment achieving a 21.8% market share in Europe. The Iveco Group also emphasized strategic partnerships with Ford Otosan and Stellantis, and a joint venture to accelerate green mobility. Despite challenges, the company reaffirmed its full-year guidance, projecting group adjusted EBIT between EUR 980 million and EUR 1,030 million, and industrial free cash flow between EUR 400 million and EUR 450 million. The company plans to proceed with the separation of its Defence business via spin-off while exploring potential strategic buyer interest.

Strong Order Intake and Market Share Gains

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 the first quarter of 2023. Iveco's market share in medium and heavy trucks increased to 9.1% in Q1 2025, up from 8.7% in Q1 2024.

Strategic Partnerships and Ventures

Iveco formed strategic partnerships with Ford Otosan and Stellantis, and entered a joint venture with DLL to accelerate green mobility through GATE. These partnerships are expected to enhance product offerings and market position.

Defence Segment Performance

The Defence business posted a 31% increase in net revenues and a 260 basis point uplift in adjusted EBIT margin versus the prior year. A strategic alliance with METLEN and a tender from the Dutch Ministry of Defence for 785 military logistic vehicles were significant achievements.

Bus Segment Growth

The Bus segment achieved a 15% increase in net revenues and a market share increase in the electric city bus subsegment, registering 11.8% market share by the end of Q1 2025.

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

Daily Earnings Calendar >

IT:IVG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.46 / -	0.39	―	―	―
Jul 30, 2025	2025 (Q2)	0.44 / 0.39	0.63	-38.10% (-0.24)	―	―
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)	―	―

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
Jul 30, 2025	€19.04	€19.01	-0.16%
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%

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 Nov 06, 2025, Before Open (Confirmed).

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

Iveco Group NV (IT:IVG) earnings time is at Nov 06, 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 (Q3) is 0.46.

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