Earnings Alerts

Traton SE (8TRA) Earnings: 1H Operating Profit Falls Short, Adjusted Margin Declines to 6.3%

  • Traton’s operating profit for the first half of the year was €1.26 billion, a 39% decrease compared to the previous year and below the estimated €1.39 billion.
  • Sales amounted to €21.91 billion, which is a 6.3% decrease year-over-year but slightly above the estimated €21.86 billion.
  • Adjusted operating profit stood at €1.37 billion, marking a 35% decrease year-over-year.
  • The adjusted operating margin dropped to 6.3%, down from 9.1% the previous year.
  • On July 24, the company revised its full-year guidance, now anticipating sales revenue to range from a 10% decrease to stable compared to the previous year.
  • Traton expects the adjusted operating margin for the full year to be between 6% and 7%.
  • Net cash flow for Traton Operations is projected to be between €1 billion and €1.5 billion.

Traton SE on Smartkarma

Analyst coverage of Traton SE on Smartkarma reveals a mixed outlook for the company. Baptista Research recently published a report titled “Traton Group: Initiation of Coverage- Can This EUR 2 Billion China Bet Redefine Global Trucking?” The report highlights TRATON SE’s Q1 2025 results, showing a company facing challenges in the global market. Despite resilient strategies, the company experienced a 10% decline in delivery figures and sales revenues due to tough truck market conditions in Europe and North America. Factors such as foreign currency headwinds and higher R&D expenses contributed to a decrease in adjusted return on sales to 6.1%.


A look at Traton SE Smart Scores

FactorScoreMagnitude
Value5
Dividend5
Growth5
Resilience3
Momentum3
OVERALL SMART SCORE4.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts using the Smartkarma Smart Scores have given Traton SE a positive long-term outlook. With top scores in Value, Dividend, and Growth, the company is positioned well for future performance. Traton’s strong value proposition coupled with high dividend potential and growth prospects make it an attractive option for investors seeking stability and returns.

Although scoring slightly lower in Resilience and Momentum, Traton SE‘s overall outlook remains promising. As a leading designer and manufacturer of automobiles, specializing in light-duty commercial vehicles, trucks, and buses, the company’s global reach indicates a solid foundation for continued success in the automotive industry.


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