Traton（8TRA）株式概要
トラトンSEは、その子会社とともに、ドイツ、その他の欧州地域、米国、その他の北米地域、ブラジル、その他の南米地域、および国際的に商用車を製造・販売している。 詳細
8TRA Community Fair Values
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Analyst Price Targets
Traton SE 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €33.78 |
| 52週高値 | €37.34 |
| 52週安値 | €25.78 |
| ベータ | 1.37 |
| 1ヶ月の変化 | 6.36% |
| 3ヶ月変化 | -7.65% |
| 1年変化 | 8.97% |
| 3年間の変化 | 73.23% |
| 5年間の変化 | 23.28% |
| IPOからの変化 | 27.71% |
最新ニュース
ナラティブの更新 • May 23
8TRA: Execution Risks And Rich P/E Multiple Will Likely Restrain Upside
Narrative update on Traton The updated analyst work on Traton points to a price target shift of about €0.31, as analysts factor in adjusted assumptions for revenue growth, profit margins and a higher future P/E multiple. This is consistent with recent target raises and new bullish coverage on the stock.
ナラティブの更新 • 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.分析記事 • 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...Recent updates
ナラティブの更新 • May 23
8TRA: Execution Risks And Rich P/E Multiple Will Likely Restrain Upside
Narrative update on Traton The updated analyst work on Traton points to a price target shift of about €0.31, as analysts factor in adjusted assumptions for revenue growth, profit margins and a higher future P/E multiple. This is consistent with recent target raises and new bullish coverage on the stock.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| 8TRA | DE Machinery | DE 市場 | |
|---|---|---|---|
| 7D | 4.8% | 3.4% | 3.9% |
| 1Y | 9.0% | 0.6% | 2.6% |
業界別リターン: 8TRA過去 1 年間で0.6 % の収益を上げたGerman Machinery業界を上回りました。
リターン対市場: 8TRA過去 1 年間で2.6 % の収益を上げたGerman市場を上回りました。
価格変動
| 8TRA volatility | |
|---|---|
| 8TRA Average Weekly Movement | 5.6% |
| Machinery Industry Average Movement | 5.3% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in DE Market | 12.9% |
| 10% least volatile stocks in DE Market | 2.7% |
安定した株価: 8TRA 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 8TRAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2015 | 107,517 | Christian Levin | traton.com |
トラトンSEは、その子会社とともに、ドイツ、その他の欧州、米国、その他の北米、ブラジル、その他の南米、および国際的に商用車を製造・販売している。Scania Vehicles and Services、MAN Truck & Bus、International Motors、Volkswagen Truck & Bus、TRATON Financial Servicesの各セグメントを通じて事業を展開している。同社は、大型トラック、小型商用オプションおよび耐久性のある建設車両、IC Busブランドのスクールバス、商用バス、バン、トラック、バス、ディーゼルおよびガスエンジン、ならびに旅客および貨物輸送のためのサービスを提供している。また、RIOブランドの輸送・物流業界向けクラウドベースプラットフォーム、アフターサービス、カスタムデジタルソリューションを提供し、商用車向け充電ステーションも運営している。同社はMAN、スカニア、インターナショナル、フォルクスワーゲン・トラック＆バスのブランドで製品とサービスを提供している。また、商用車の融資、保険、リースも行っている。同社は2015年に設立され、ドイツのミュンヘンに本社を置いている。トラトンSEはフォルクスワーゲン・インターナショナル・ルクセンブルクS A.の子会社である。
Traton SE 基礎のまとめ
| 8TRA 基礎統計学 | |
|---|---|
| 時価総額 | €16.89b |
| 収益（TTM） | €1.31b |
| 売上高(TTM) | €43.68b |
12.9x
PER（株価収益率0.4x
P/Sレシオ8TRA は割高か？
公正価値と評価分析を参照収益と収入
| 8TRA 損益計算書（TTM） | |
|---|---|
| 収益 | €43.68b |
| 売上原価 | €34.40b |
| 売上総利益 | €7.38b |
| その他の費用 | €6.08b |
| 収益 | €1.31b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 23, 2026
| 一株当たり利益（EPS） | 2.61 |
| グロス・マージン | 16.90% |
| 純利益率 | 2.99% |
| 有利子負債／自己資本比率 | 143.7% |
8TRA の長期的なパフォーマンスは？
過去の実績と比較を見る| Traton 配当日 | |
|---|---|
| 配当落ち日 | Jun 17 2026 |
| 配当支払日 | Jun 19 2026 |
| 配当落ちまでの日数 | 22 days |
| 配当支払日までの日数 | 24 days |
8TRA 配当は確実ですか？
8TRA 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 05:23 |
| 終値 | 2026/05/25 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Traton SE 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Erwann Dagorne | Barclays |
| Kai Mueller | Barclays |
| Harry Martin | Bernstein |