Traton SE

XTRA:8TRA 株式レポート

時価総額：€15.9b

Traton 将来の成長

Future 基準チェック /36

Traton利益と収益がそれぞれ年間23.1%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 23.4%なると予測されています。

主要情報

23.1%

収益成長率

23.39%

EPS成長率

Machinery 収益成長24.6%
収益成長率5.0%
将来の株主資本利益率12.89%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

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...
分析記事 • 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...
User avatar
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.

業績と収益の成長予測

XTRA:8TRA - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202851,3993,2102,8026,00515
12/31/202748,5912,8022,3715,26418
12/31/202645,7192,0081,3994,09718
3/31/202643,6771,306-2,123726N/A
12/31/202544,0521,547-1,894902N/A
9/30/202544,5421,779-1,2371,652N/A
6/30/202545,9922,179-4302,490N/A
3/31/202546,2812,518-4022,400N/A
12/31/202447,4732,804-4012,340N/A
9/30/202447,9492,572-9301,606N/A
6/30/202447,4052,550-4411,990N/A
3/31/202447,4842,6482822,593N/A
12/31/202346,8722,4513742,583N/A
9/30/202345,9662,4231692,236N/A
6/30/202345,2071,689-5961,403N/A
3/31/202342,9961,274-2,245-312N/A
12/31/202240,3351,141-2,569-660N/A
9/30/202237,495449-2,203-338N/A
6/30/202234,981802-2,473-643N/A
3/31/202232,601750-922798N/A
12/31/202130,620457-651,534N/A
9/30/202128,5107082211,640N/A
6/30/202126,1285168862,106N/A
3/31/202123,445-681,0942,334N/A
12/31/202022,580-1016761,987N/A
9/30/202022,8141733521,735N/A
6/30/202023,4334743921,883N/A
3/31/202026,1671,2362061,715N/A
12/31/201926,9011,520N/A1,088N/A
9/30/201927,1311,419N/A959N/A
6/30/201926,8591,491N/A373N/A
3/31/201926,2891,228N/AN/AN/A
12/31/201825,9271,140N/A382N/A
12/31/201724,366880N/A726N/A
12/31/201621,915186N/A758N/A

アナリストによる今後の成長予測

収入対貯蓄率: 8TRAの予測収益成長率 (年間23.1% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: 8TRAの収益 ( 23.1% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。

高成長収益: 8TRAの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 8TRAの収益 ( 5% ) German市場 ( 6.8% ) よりも低い成長が予測されています。

高い収益成長: 8TRAの収益 ( 5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 8TRAの 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 06:22
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 DagorneBarclays
Kai MuellerBarclays
Harry MartinBernstein