Traton Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Traton de 23.1% y 5% por año respectivamente. Se prevé que el BPA crezca en un 23.4% al año. Se espera que la rentabilidad financiera sea de 12.9% en 3 años.
Información clave
23.1%
Tasa de crecimiento de los beneficios
23.39%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Machinery | 24.6% |
| Tasa de crecimiento de los ingresos | 5.0% |
| Rentabilidad financiera futura | 12.89% |
| Cobertura de analistas | Good |
| Última actualización | 20 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 08
8TRA: 2026 Outlook Will Balance Software Ambitions With Margin Execution Risks
Traton's analyst price target has been adjusted higher, with the fair value estimate moving from about €34.04 to €34.49 as analysts factor in recent price target raises from several banks and updated assumptions around margins, the discount rate, and future P/E. Analyst Commentary Recent research updates show a wide range of views on Traton, with several bullish analysts lifting their price targets alongside at least one more cautious voice.Artículo de análisis • May 06
Traton's (ETR:8TRA) Conservative Accounting Might Explain Soft Earnings
Soft earnings didn't appear to concern Traton SE's ( ETR:8TRA ) shareholders over the last week. We did some digging...Actualización de narrativa • Apr 24
8TRA: Mixed 2026 Outlook Will Temper Software Upside And Earnings Potential
Analysts have lifted the average price target for Traton from €32 to €34, citing refreshed views on fair value, growth prospects and earnings quality following recent research updates from several major banks. Analyst Commentary Recent research updates present a mixed picture on Traton, with some analysts focusing on upside potential and others highlighting constraints that could limit share price performance relative to their fair value estimates.
Actualización de narrativa • Apr 10
8TRA: Truck Cycle Reset And One OS Rollout Will Drive Medium Term Upside
The analyst fair value estimate for Traton has nudged higher to €46.07 from €45.71. The adjustment reflects recent price target increases from €32 to €34 and €40, and a more supportive analyst stance on future revenue growth, profit margins and truck market conditions.Actualización de narrativa • Mar 27
8TRA: Truck Cycle Reset And Margin Resilience Will Drive Medium Term Upside
Analyst fair value for Traton has been nudged higher to about €45.71, with recent price target moves to €34, €40 and €31.80 reflecting updated views on revenue growth, margins and a slightly higher discount rate in a still cautious truck market. Analyst Commentary Recent Street research on Traton provides a mixed but generally constructive read on sentiment, with several firms revisiting their price targets and ratings as they reassess truck cycle risk, order visibility and valuation.Actualización de narrativa • Mar 12
8TRA: Truck Cycle Stabilisation And Higher Earnings Quality Will Drive Medium Term Upside
The analyst fair value estimate for Traton has been adjusted from €44.17 to €45.63 as analysts refine assumptions around future revenue growth, margins and P/E multiples following a series of higher Street price targets, including recent moves to €31.80, €34 and €40. Analyst Commentary Recent Street research on Traton reflects a mix of caution and optimism, with several bullish analysts lifting their price targets while others highlight ongoing risks in key truck markets.Actualización de narrativa • Feb 25
8TRA: Weak 2026 Truck Demand Will Pressure Earnings Power And Rating
Analysts have raised their average price target on Traton by around €0.80, reflecting slightly higher assumed revenue growth, a modestly lower discount rate, and broadly unchanged margin and future P/E expectations. Analyst Commentary Recent research opinions on Traton are mixed, with some analysts turning more positive on the share price potential while others highlight execution risks and end market headwinds.Artículo de análisis • Feb 12
Here's Why Traton (ETR:8TRA) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Actualización de narrativa • Feb 10
8TRA: Truck Cycle Stabilisation And Execution Will Drive Medium Term Upside
Analysts have made a small trim to their fair value estimate for Traton to €44.17 from €44.45, reflecting tempered expectations around future truck demand, even as recent research points to slightly stronger revenue growth, margins and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Traton sends a mixed signal, with one large bank cutting its rating while another adjusts its price target higher.Actualización de narrativa • Jan 27
8TRA: Cost Discipline And Truck Cycle Trough Hopes Will Shape 2025 Outlook
Traton's updated analyst fair value estimate has edged down from about €32.79 to €32.13, as analysts factor in softer truck demand expectations, particularly in North America, alongside mixed views reflected in recent target changes around €32. Analyst Commentary Recent research moves on Traton point to a more cautious tone on truck demand, especially in North America, while still anchoring expectations around the low €30s for fair value.Artículo de análisis • Jan 15
Is Traton SE (ETR:8TRA) Trading At A 33% Discount?
Key Insights The projected fair value for Traton is €45.77 based on 2 Stage Free Cash Flow to Equity Current share...Actualización de narrativa • Jan 10
8TRA: Profitability Execution And Reaffirmed Guidance Will Drive Medium Term Upside
Narrative update The updated analyst price target for Traton reflects a modest recalibration in fair value to €44.45 from €44.67, as analysts factor in revised assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple, alongside recent mixed target moves from €27.40 at Citi and €31.80 at Goldman Sachs. Analyst Commentary Recent Street research on Traton points to a mixed but generally constructive tone, with price targets clustering in the high €20s to low €30s range and major firms maintaining Neutral stances.Artículo de análisis • Dec 30
Traton SE (ETR:8TRA) Screens Well But There Might Be A Catch
With a price-to-earnings (or "P/E") ratio of 8.6x Traton SE ( ETR:8TRA ) may be sending very bullish signals at the...Actualización de narrativa • Dec 27
8TRA: Cost Discipline And Margin Execution Will Shape A Cautious 2025 Outlook
The analyst price target for Traton has been trimmed slightly, slipping by about EUR 0.01 to reflect analysts' more cautious stance following a series of modest target cuts and rating downgrades across the Street. Analyst Commentary Street sentiment around Traton has become more balanced as recent target cuts cluster in a relatively tight range.Actualización de narrativa • Dec 13
8TRA: Margin Discipline And Cash Generation Will Drive Medium Term Upside
Analysts have trimmed their price target on Traton to EUR 44.67 from EUR 46.87, reflecting more cautious expectations on valuation despite slightly stronger growth and margin assumptions, as recent Street research has converged around lower Neutral to Hold targets. Analyst Commentary Beneath the recent wave of target cuts and rating downgrades, bullish analysts still highlight a constructive medium term outlook for Traton, arguing that the current consolidation in estimates primarily reflects a reset in expectations rather than a deterioration in the company’s fundamental trajectory.Artículo de análisis • Nov 30
What Is Traton SE's (ETR:8TRA) Share Price Doing?
Today we're going to take a look at the well-established Traton SE ( ETR:8TRA ). The company's stock saw a decent share...Actualización de narrativa • Nov 27
8TRA: Cost Controls And Earnings Resilience Will Support H2 2024 Rebound
Analysts have slightly lowered their price target for Traton, citing a modest reduction from approximately EUR 29.50 to 34.00 to a new range of EUR 27.40 to 30.00, reflecting expectations for softer revenue growth and profit margins ahead. Analyst Commentary Recent analyst updates reveal a mixed outlook on Traton’s future performance, with both optimistic and cautionary perspectives shaping the revised price targets and ratings in the market.Actualización de narrativa • Nov 11
8TRA: Unit Sales Guidance Will Drive Renewed Confidence in H2 2024
Traton's fair value estimate decreased by approximately EUR 0.46 following a series of analyst price target reductions. Recent research cited increased discount rates and tempered margin expectations, despite a more optimistic view on revenue growth.Actualización de narrativa • Oct 28
Fleet Decarbonization Momentum Will Persist Despite Heightened Near-Term Market Uncertainty
Traton's analyst price target saw a modest increase to €33.26, up from €33.05. Analysts cite a slight reduction in projected revenue growth but improved profit margin expectations, reflecting their tempered optimism.Actualización de narrativa • Oct 09
Electric Truck And Bus Rollout Will Accelerate Fleet Decarbonization
Traton's analyst price target has been modestly reduced to approximately EUR 33.05 from EUR 33.72. This change reflects analysts' tempered expectations amid lowered revenue growth forecasts, slight reductions in profit margin estimates, and recent target downgrades from several research firms.Artículo de análisis • Oct 03
Traton (ETR:8TRA) Is Experiencing Growth In Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Sep 15
Traton SE's (ETR:8TRA) Intrinsic Value Is Potentially 80% Above Its Share Price
Key Insights Traton's estimated fair value is €54.94 based on 2 Stage Free Cash Flow to Equity Traton is estimated to...Artículo de análisis • Aug 31
Is Traton (ETR:8TRA) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Aug 16
What Does Traton SE's (ETR:8TRA) Share Price Indicate?
Traton SE ( ETR:8TRA ) led the XTRA gainers with a relatively large price hike in the past couple of weeks. The recent...Artículo de análisis • Aug 01
There May Be Reason For Hope In Traton's (ETR:8TRA) Disappointing Earnings
The most recent earnings report from Traton SE ( ETR:8TRA ) was disappointing for shareholders. While the headline...Artículo de análisis • Jul 24
Improved Earnings Required Before Traton SE (ETR:8TRA) Shares Find Their Feet
Traton SE's ( ETR:8TRA ) price-to-earnings (or "P/E") ratio of 6.5x might make it look like a strong buy right now...Artículo de análisis • Jul 04
Traton (ETR:8TRA) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Artículo de análisis • Jun 13
Traton SE (ETR:8TRA) Shares Could Be 41% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Traton fair value estimate is €49.22 Traton is estimated to be...Artículo de análisis • May 26
Is Traton (ETR:8TRA) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nueva narrativa • Nov 09
Electrification And Innovation Drive Sustainable Growth And Strengthen Competitive Position
Strategic focus on expanding BEV portfolio and innovative products boosts future growth amid rising demand for sustainable transport.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 51,399 | 3,210 | 2,802 | 6,005 | 15 |
| 12/31/2027 | 48,591 | 2,802 | 2,371 | 5,264 | 18 |
| 12/31/2026 | 45,719 | 2,008 | 1,399 | 4,097 | 18 |
| 3/31/2026 | 43,677 | 1,306 | -2,123 | 726 | N/A |
| 12/31/2025 | 44,052 | 1,547 | -1,894 | 902 | N/A |
| 9/30/2025 | 44,542 | 1,779 | -1,237 | 1,652 | N/A |
| 6/30/2025 | 45,992 | 2,179 | -430 | 2,490 | N/A |
| 3/31/2025 | 46,281 | 2,518 | -402 | 2,400 | N/A |
| 12/31/2024 | 47,473 | 2,804 | -401 | 2,340 | N/A |
| 9/30/2024 | 47,949 | 2,572 | -930 | 1,606 | N/A |
| 6/30/2024 | 47,405 | 2,550 | -441 | 1,990 | N/A |
| 3/31/2024 | 47,484 | 2,648 | 282 | 2,593 | N/A |
| 12/31/2023 | 46,872 | 2,451 | 374 | 2,583 | N/A |
| 9/30/2023 | 45,966 | 2,423 | 169 | 2,236 | N/A |
| 6/30/2023 | 45,207 | 1,689 | -596 | 1,403 | N/A |
| 3/31/2023 | 42,996 | 1,274 | -2,245 | -312 | N/A |
| 12/31/2022 | 40,335 | 1,141 | -2,569 | -660 | N/A |
| 9/30/2022 | 37,495 | 449 | -2,203 | -338 | N/A |
| 6/30/2022 | 34,981 | 802 | -2,473 | -643 | N/A |
| 3/31/2022 | 32,601 | 750 | -922 | 798 | N/A |
| 12/31/2021 | 30,620 | 457 | -65 | 1,534 | N/A |
| 9/30/2021 | 28,510 | 708 | 221 | 1,640 | N/A |
| 6/30/2021 | 26,128 | 516 | 886 | 2,106 | N/A |
| 3/31/2021 | 23,445 | -68 | 1,094 | 2,334 | N/A |
| 12/31/2020 | 22,580 | -101 | 676 | 1,987 | N/A |
| 9/30/2020 | 22,814 | 173 | 352 | 1,735 | N/A |
| 6/30/2020 | 23,433 | 474 | 392 | 1,883 | N/A |
| 3/31/2020 | 26,167 | 1,236 | 206 | 1,715 | N/A |
| 12/31/2019 | 26,901 | 1,520 | N/A | 1,088 | N/A |
| 9/30/2019 | 27,131 | 1,419 | N/A | 959 | N/A |
| 6/30/2019 | 26,859 | 1,491 | N/A | 373 | N/A |
| 3/31/2019 | 26,289 | 1,228 | N/A | N/A | N/A |
| 12/31/2018 | 25,927 | 1,140 | N/A | 382 | N/A |
| 12/31/2017 | 24,366 | 880 | N/A | 726 | N/A |
| 12/31/2016 | 21,915 | 186 | N/A | 758 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (23.1% al año) de 8TRA es superior a la tasa de ahorro (1.9%).
Beneficios vs. Mercado: Se prevé que los beneficios (23.1% al año) de 8TRA crezcan más rápidamente que el mercado German (16.9% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de 8TRA crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (5% al año) de 8TRA crezcan más despacio que el mercado de German (6.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 5% al año) de 8TRA crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 8TRA sea baja dentro de 3 años (12.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 15:00 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Traton SE está cubierta por 27 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Erwann Dagorne | Barclays |
| Kai Mueller | Barclays |
| Harry Martin | Bernstein |