View ValuationIveco Group 将来の成長Future 基準チェック /46Iveco Groupは、54.8%と10.5%でそれぞれ年率54.8%で利益と収益が成長すると予測される一方、EPSはgrowで71.8%年率。主要情報54.8%収益成長率71.77%EPS成長率Machinery 収益成長24.7%収益成長率10.5%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 07First quarter 2026 earnings released: €0.44 loss per share (vs €0.14 profit in 1Q 2025)First quarter 2026 results: €0.44 loss per share (down from €0.14 profit in 1Q 2025). Revenue: €2.83b (down 6.5% from 1Q 2025). Net loss: €117.0m (down 408% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in Germany.New Risk • May 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.7% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).お知らせ • May 07Iveco Group N.V., Annual General Meeting, Jun 17, 2026Iveco Group N.V., Annual General Meeting, Jun 17, 2026.お知らせ • Apr 26Iveco Group N.V. Announces Changes in President, Powertrain Business UnitIveco Group N.V. announced that Sylvain Blaise, President of the Powertrain Business Unit, will leave the Company on June 29, 2026, to take up a new position as CEO of Manitou Group. Mr. Blaise has been with the Company for 24 years, holding numerous leadership roles, including heading up FPT since the creation of the independent Iveco Group in 2022. He has successfully led the Business Unit through significant industry challenges, delivering consistent results and contributing to the overall strength of the Group. He will continue in his current role until the end of June, ensuring continuity during the transition. The Group also announced that Simone Curti will assume the role of President, Powertrain Business Unit, on June 30, 2026, succeeding Sylvain Blaise. After earning a degree in Mechanical Engineering from the Politecnico di Torino, Mr. Curti began his career with the Company in 2004, holding roles of increasing responsibility and seniority within the Truck and Powertrain Business Units, and currently leading Truck Business Unit commercial operations in EMEA. His extensive experience across the Group and broad industry knowledge range from engineering to quality, industrial platforms, customer management and commercial operations.Buy Or Sell Opportunity • Apr 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €13.96. The fair value is estimated to be €18.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 176% in the next 2 years.お知らせ • Mar 25Iveco Group N.V. Announces Estimated Interim Dividend DistributionIveco Group N.V. announced that its Extraordinary General Meeting held on March 25, 2026 in Amsterdam approved that the net proceeds resulting from the sale of its Defence business to Leonardo S.p.A. (as occurred on 18 March 2026) will be distributed to the shareholders by way of interim dividend distribution. As announced on 18 March 2026, based on the sale price, the expected closing adjustments and the separation costs borne for the carve out of the Defence Business, the net distributable dividend is estimated to end at €5.7 to €5.8 per issued and outstanding common share. The exact amount to be distributed will be determined by the Board of Directors, with the final decision expected to be made on 15 April 2026, with ex-dividend date on 20 April.お知らせ • Mar 19Leonardo S.p.a. (BIT:LDO) completed the acquisition of ASTRA Veicoli Industriali S.p.A and Iveco Defence Vehicles S.p.A. from Iveco Group N.V. (BIT:IVG) for €1.6 billion.Leonardo S.p.a. (BIT:LDO) agreed to acquire ASTRA Veicoli Industriali S.p.A and Iveco Defence Vehicles S.p.A. from Iveco Group N.V. (BIT:IVG) for an enterprise value at €1.7 billion on July 30, 2025. On completion, Iveco Group intends to distribute the net proceeds of the transaction, subject to closing adjustments, to shareholders via an extraordinary dividend. The transaction will be financed through available cash resources. For the period ending December 31, 2024, ASTRA Veicoli Industriali S.p.A/Iveco Defence Vehicles S.p.A. reported total revenue of €1.13 billion and EBIT of €108 million. The closing of the transaction is expected in the first quarter of 2026, subject to anti-trust approval, regulatory approvals and carve-out completion. On completion, Iveco Group intends to distribute the net proceeds of the transaction, subject to closing adjustments, to shareholders via an extraordinary dividend. As of March 17, 2026, all conditions for closing sale of its defense business have been met. The transaction, which is expected to be finalized in the coming days, is a condition, inter alia, for the completion of the voluntary tender offer by Tata Motors Limited for all issued common shares of Iveco Group (after the separation of its Defence Business), as announced on July 30, 2025. Goldman Sachs Bank Europe SE, Italian Branch acted as financial advisor for Iveco Group N.V. Freshfields LLP acted as legal advisor for Iveco Group N.V. Morgan Stanley & Co. International plc acted as financial advisor for Leonardo S.p.a. Bonelli Erede Pappalardo Studio Legale acted as legal advisor for Leonardo S.p.a. Leonardo S.p.a. (BIT:LDO) completed the acquisition of ASTRA Veicoli Industriali S.p.A and Iveco Defence Vehicles S.p.A. from Iveco Group N.V. (BIT:IVG) for €1.6 billion on March 18, 2026. According to plan, the net proceeds of the sale will be distributed to the Company’s shareholders through an extraordinary interim dividend. Based on the sale price, the expected closing adjustments and the separation costs borne for the carve out of the Defence Business, such extraordinary dividend (initially assumed at €5.5-6.0 per share) is presently estimated to end at €5.7-5.8 per issued and outstanding common share. In due course, the exact amount to be distributed will be determined by the Board of Directors. It is currently anticipated that payment will take place in April, with ex-dividend date on 20th April as per the Italian Stock Exchange calendar.Reported Earnings • Feb 16Full year 2025 earnings released: EPS: €0.87 (vs €2.00 in FY 2024)Full year 2025 results: EPS: €0.87 (down from €2.00 in FY 2024). Revenue: €13.4b (down 12% from FY 2024). Net income: €233.0m (down 56% from FY 2024). Profit margin: 1.7% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Machinery industry in Germany.お知らせ • Jan 24+ 3 more updatesIveco Group N.V. to Report Q2, 2026 Results on Jul 30, 2026Iveco Group N.V. announced that they will report Q2, 2026 results on Jul 30, 2026お知らせ • Jan 12PlusAI Launches Southern Europe's First Autonomous Trucking Program with IVECOPlusAI announced an expansion of its long-standing partnership with IVECO, the commercial vehicle brand of Iveco Group N.V. Together, the companies will launch the first deployment of heavy-duty trucks equipped with Level 4 Autonomous Driving Systems (ADS) in Southern Europe, in collaboration with Spanish logistics operatorese and the Government of Aragon. Under this program, PlusAI and IVECO will develop two IVECO S-Way heavy-duty trucks integrated with PlusAI's SuperDrive™? virtual driver, enabling Level 4 autonomous capabilities. The autonomous trucks will undergo multi-year testing starting in 2026. For the entire trial period, these trucks will operate with a safety operator on board on freight routes between Madrid and Zaragoza, a corridor spanning approximately 300 km (184 miles). This initiative builds on years of joint research and testing between PlusAI and Iveco Group, including advanced Level 2+ and Level 4 programs. It also marks a significant milestone as PlusAI moves into its next phase of growth as a publicly traded company through its previously announced business combination with Churchill Capital Corp. IX. Upon closing, the combined company will operate as "PlusAI" and is expected to be listed on Nasdaq under the tick symbol "PLS." The business combination remains subject to approval by Churchill IX shareholders, the Registration Statement being declared effective by the SEC, and other customary closing conditions. The business combination is expected to close in first quarter of 2026.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.33, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €21.51 per share.業績と収益の成長予測XTRA:R3D - 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12/31/202818,080746N/AN/A212/31/202716,2876186451,682812/31/202614,8554625631,54943/31/202613,4501032611,033N/A12/31/202513,4282343351,110N/A9/30/202514,548270-343490N/A6/30/202514,663346-257621N/A3/31/202513,8563582561,171N/A12/31/202414,4174868171,731N/A9/30/202414,9513461,4642,412N/A6/30/202415,4313521,0302,004N/A3/31/202415,9833751,2922,234N/A12/31/202315,9782523751,336N/A9/30/202315,6143682481,123N/A6/30/202315,4243154391,293N/A3/31/202314,6711831781,004N/A12/31/202214,3571476301,407N/A9/30/202213,314-3542737N/A6/30/202212,751-59-247370N/A3/31/202212,701-2045632N/A12/31/202112,65152-25539N/A9/30/202112,7411806321,140N/A6/30/202112,3541551,4871,962N/A3/31/202111,221-133562976N/A12/31/202010,411-408158559N/A12/31/201911,94884N/A709N/A12/31/201812,005166N/A355N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: R3Dの予測収益成長率 (年間54.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: R3Dの収益 ( 54.8% ) はGerman市場 ( 17% ) 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: R3D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: R3Dの収益 ( 10.5% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: R3Dの収益 ( 10.5% ) 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: R3Dの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/05/22 02:16終値2026/05/22 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Iveco Group N.V. 8 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。13 アナリスト機関Alexander JonesBofA Global ResearchNicolai KempfDeutsche BankLuigi De BellisEquita SIM S.p.A.10 その他のアナリストを表示
Reported Earnings • May 07First quarter 2026 earnings released: €0.44 loss per share (vs €0.14 profit in 1Q 2025)First quarter 2026 results: €0.44 loss per share (down from €0.14 profit in 1Q 2025). Revenue: €2.83b (down 6.5% from 1Q 2025). Net loss: €117.0m (down 408% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in Germany.
New Risk • May 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.7% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).
お知らせ • May 07Iveco Group N.V., Annual General Meeting, Jun 17, 2026Iveco Group N.V., Annual General Meeting, Jun 17, 2026.
お知らせ • Apr 26Iveco Group N.V. Announces Changes in President, Powertrain Business UnitIveco Group N.V. announced that Sylvain Blaise, President of the Powertrain Business Unit, will leave the Company on June 29, 2026, to take up a new position as CEO of Manitou Group. Mr. Blaise has been with the Company for 24 years, holding numerous leadership roles, including heading up FPT since the creation of the independent Iveco Group in 2022. He has successfully led the Business Unit through significant industry challenges, delivering consistent results and contributing to the overall strength of the Group. He will continue in his current role until the end of June, ensuring continuity during the transition. The Group also announced that Simone Curti will assume the role of President, Powertrain Business Unit, on June 30, 2026, succeeding Sylvain Blaise. After earning a degree in Mechanical Engineering from the Politecnico di Torino, Mr. Curti began his career with the Company in 2004, holding roles of increasing responsibility and seniority within the Truck and Powertrain Business Units, and currently leading Truck Business Unit commercial operations in EMEA. His extensive experience across the Group and broad industry knowledge range from engineering to quality, industrial platforms, customer management and commercial operations.
Buy Or Sell Opportunity • Apr 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €13.96. The fair value is estimated to be €18.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 176% in the next 2 years.
お知らせ • Mar 25Iveco Group N.V. Announces Estimated Interim Dividend DistributionIveco Group N.V. announced that its Extraordinary General Meeting held on March 25, 2026 in Amsterdam approved that the net proceeds resulting from the sale of its Defence business to Leonardo S.p.A. (as occurred on 18 March 2026) will be distributed to the shareholders by way of interim dividend distribution. As announced on 18 March 2026, based on the sale price, the expected closing adjustments and the separation costs borne for the carve out of the Defence Business, the net distributable dividend is estimated to end at €5.7 to €5.8 per issued and outstanding common share. The exact amount to be distributed will be determined by the Board of Directors, with the final decision expected to be made on 15 April 2026, with ex-dividend date on 20 April.
お知らせ • Mar 19Leonardo S.p.a. (BIT:LDO) completed the acquisition of ASTRA Veicoli Industriali S.p.A and Iveco Defence Vehicles S.p.A. from Iveco Group N.V. (BIT:IVG) for €1.6 billion.Leonardo S.p.a. (BIT:LDO) agreed to acquire ASTRA Veicoli Industriali S.p.A and Iveco Defence Vehicles S.p.A. from Iveco Group N.V. (BIT:IVG) for an enterprise value at €1.7 billion on July 30, 2025. On completion, Iveco Group intends to distribute the net proceeds of the transaction, subject to closing adjustments, to shareholders via an extraordinary dividend. The transaction will be financed through available cash resources. For the period ending December 31, 2024, ASTRA Veicoli Industriali S.p.A/Iveco Defence Vehicles S.p.A. reported total revenue of €1.13 billion and EBIT of €108 million. The closing of the transaction is expected in the first quarter of 2026, subject to anti-trust approval, regulatory approvals and carve-out completion. On completion, Iveco Group intends to distribute the net proceeds of the transaction, subject to closing adjustments, to shareholders via an extraordinary dividend. As of March 17, 2026, all conditions for closing sale of its defense business have been met. The transaction, which is expected to be finalized in the coming days, is a condition, inter alia, for the completion of the voluntary tender offer by Tata Motors Limited for all issued common shares of Iveco Group (after the separation of its Defence Business), as announced on July 30, 2025. Goldman Sachs Bank Europe SE, Italian Branch acted as financial advisor for Iveco Group N.V. Freshfields LLP acted as legal advisor for Iveco Group N.V. Morgan Stanley & Co. International plc acted as financial advisor for Leonardo S.p.a. Bonelli Erede Pappalardo Studio Legale acted as legal advisor for Leonardo S.p.a. Leonardo S.p.a. (BIT:LDO) completed the acquisition of ASTRA Veicoli Industriali S.p.A and Iveco Defence Vehicles S.p.A. from Iveco Group N.V. (BIT:IVG) for €1.6 billion on March 18, 2026. According to plan, the net proceeds of the sale will be distributed to the Company’s shareholders through an extraordinary interim dividend. Based on the sale price, the expected closing adjustments and the separation costs borne for the carve out of the Defence Business, such extraordinary dividend (initially assumed at €5.5-6.0 per share) is presently estimated to end at €5.7-5.8 per issued and outstanding common share. In due course, the exact amount to be distributed will be determined by the Board of Directors. It is currently anticipated that payment will take place in April, with ex-dividend date on 20th April as per the Italian Stock Exchange calendar.
Reported Earnings • Feb 16Full year 2025 earnings released: EPS: €0.87 (vs €2.00 in FY 2024)Full year 2025 results: EPS: €0.87 (down from €2.00 in FY 2024). Revenue: €13.4b (down 12% from FY 2024). Net income: €233.0m (down 56% from FY 2024). Profit margin: 1.7% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Machinery industry in Germany.
お知らせ • Jan 24+ 3 more updatesIveco Group N.V. to Report Q2, 2026 Results on Jul 30, 2026Iveco Group N.V. announced that they will report Q2, 2026 results on Jul 30, 2026
お知らせ • Jan 12PlusAI Launches Southern Europe's First Autonomous Trucking Program with IVECOPlusAI announced an expansion of its long-standing partnership with IVECO, the commercial vehicle brand of Iveco Group N.V. Together, the companies will launch the first deployment of heavy-duty trucks equipped with Level 4 Autonomous Driving Systems (ADS) in Southern Europe, in collaboration with Spanish logistics operatorese and the Government of Aragon. Under this program, PlusAI and IVECO will develop two IVECO S-Way heavy-duty trucks integrated with PlusAI's SuperDrive™? virtual driver, enabling Level 4 autonomous capabilities. The autonomous trucks will undergo multi-year testing starting in 2026. For the entire trial period, these trucks will operate with a safety operator on board on freight routes between Madrid and Zaragoza, a corridor spanning approximately 300 km (184 miles). This initiative builds on years of joint research and testing between PlusAI and Iveco Group, including advanced Level 2+ and Level 4 programs. It also marks a significant milestone as PlusAI moves into its next phase of growth as a publicly traded company through its previously announced business combination with Churchill Capital Corp. IX. Upon closing, the combined company will operate as "PlusAI" and is expected to be listed on Nasdaq under the tick symbol "PLS." The business combination remains subject to approval by Churchill IX shareholders, the Registration Statement being declared effective by the SEC, and other customary closing conditions. The business combination is expected to close in first quarter of 2026.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.33, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €21.51 per share.