Traton Résultats passés
Passé contrôle des critères 1/6
Traton a connu une croissance annuelle moyenne de ses bénéfices de 26.9%, tandis que le secteur Machinery a vu ses bénéfices augmenter de en hausse à 9.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 10.5% par an. Le rendement des capitaux propres de Traton est 6.9% et ses marges nettes sont de 3%.
Informations clés
26.90%
Taux de croissance des bénéfices
26.91%
Taux de croissance du BPA
| Machinery Croissance de l'industrie | 10.65% |
| Taux de croissance des recettes | 10.49% |
| Rendement des fonds propres | 6.88% |
| Marge nette | 2.99% |
| Prochaine mise à jour des résultats | 23 Jul 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Traton gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 43,677 | 1,306 | 5,061 | 0 |
| 31 Dec 25 | 44,052 | 1,547 | 5,139 | 0 |
| 30 Sep 25 | 44,542 | 1,779 | 5,196 | 0 |
| 30 Jun 25 | 45,992 | 2,179 | 5,249 | 0 |
| 31 Mar 25 | 46,281 | 2,518 | 5,268 | 0 |
| 31 Dec 24 | 47,473 | 2,804 | 5,233 | 0 |
| 30 Sep 24 | 47,949 | 2,572 | 5,022 | 0 |
| 30 Jun 24 | 47,405 | 2,550 | 5,129 | 0 |
| 31 Mar 24 | 47,484 | 2,648 | 4,992 | 0 |
| 31 Dec 23 | 46,872 | 2,451 | 4,900 | 0 |
| 30 Sep 23 | 45,966 | 2,423 | 4,908 | 0 |
| 30 Jun 23 | 45,207 | 1,689 | 4,819 | 0 |
| 31 Mar 23 | 42,996 | 1,274 | 4,707 | 0 |
| 31 Dec 22 | 40,335 | 1,141 | 4,585 | 0 |
| 30 Sep 22 | 37,495 | 449 | 4,465 | 0 |
| 30 Jun 22 | 34,981 | 802 | 4,382 | 0 |
| 31 Mar 22 | 32,601 | 750 | 4,100 | 0 |
| 31 Dec 21 | 30,620 | 457 | 3,804 | 0 |
| 30 Sep 21 | 28,510 | 708 | 3,598 | 0 |
| 30 Jun 21 | 26,128 | 516 | 3,113 | 0 |
| 31 Mar 21 | 23,445 | -68 | 3,012 | 0 |
| 31 Dec 20 | 22,580 | -101 | 3,000 | 0 |
| 30 Sep 20 | 22,814 | 173 | 3,104 | 0 |
| 30 Jun 20 | 23,433 | 474 | 3,189 | 0 |
| 31 Mar 20 | 26,167 | 1,236 | 3,355 | 0 |
| 31 Dec 19 | 26,901 | 1,520 | 3,364 | 0 |
| 30 Sep 19 | 27,131 | 1,419 | 3,301 | 0 |
| 30 Jun 19 | 26,859 | 1,491 | 3,303 | 0 |
| 31 Mar 19 | 26,289 | 1,228 | 3,333 | 0 |
| 31 Dec 18 | 25,927 | 1,140 | 3,326 | 0 |
| 31 Dec 17 | 24,366 | 880 | 3,262 | 0 |
| 31 Dec 16 | 21,915 | 186 | 3,140 | 0 |
Des revenus de qualité: 8TRA a un important ponctuel perte de €534.0M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de 8TRA sont inférieures à celles de l'année dernière 8TRA. (3%) sont inférieures à celles de l'année dernière (5.4%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: 8TRA est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 26.9% par an.
Accélération de la croissance: 8TRA a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: 8TRA a enregistré une croissance négative de ses bénéfices ( -48.1% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Machinery ( 1.6% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de 8TRA ( 6.9% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 10:05 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Traton SE est couverte par 27 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Erwann Dagorne | Barclays |
| Kai Mueller | Barclays |
| Harry Martin | Bernstein |