View Future GrowthIveco Group 過去の業績過去 基準チェック /26Iveco Groupは、平均年間19%の収益成長を遂げていますが、 Machinery業界の収益は、年間 成長しています。収益は、平均年間7.7% 2%収益成長率で 成長しています。 Iveco Groupの自己資本利益率は2.5%であり、純利益率は0.5%です。主要情報19.03%収益成長率19.35%EPS成長率Machinery 業界の成長10.65%収益成長率2.01%株主資本利益率2.49%ネット・マージン0.46%次回の業績アップデート05 Nov 2026最近の業績更新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.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すべての更新を表示Recent updatesNew Risk • Jul 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (0.8% net profit margin).お知らせ • Jul 30+ 1 more updateIveco Group N.V. Announces Resignation of Anna Tanganelli as Chief IT OfficerIveco Group N.V. announced that it had agreed with its Chief IT Officer, Anna Tanganelli, that on the substantive completion of the public tender offer for Iveco Group by Tata Motors, she would leave the Company to take up a new role with a publicly listed company on November 2, 2026.お知らせ • Jul 03Iveco Launches Model Year 26 Truck and Van RangeIVECO launched its Model Year 26 truck and van range, marking an important step in its journey to become a premium partner. IVECO Experience 2026 is an immersive platform that makes the next chapter of the IVECO brand tangible. Plenary sessions, experiential installations and interactive activities bring to life ‘Spirito in Movimento’, the ambition that defines IVECO’s renewed identity and commitment to quality, innovation and customer proximity. The three pillars of ‘Spirito in Movimento’ are Motion by Design, Motion through Experience and Motion as Family. Guests are exploring these pillars and the ecosystem around the products, discovering how vehicles, connected services, digital solutions and support networks work together to provide advanced business solutions for customers and partners. A central highlight of IVECO Experience 2026 is the world premiere of the full Model Year 26 range of trucks and vans, which embodies the brand’s evolution and its commitment to delivering greater value throughout the customer journey. Developed around extensive customer feedback, the new generation introduces significant improvements in fuel efficiency, driver comfort, connectivity and customisation, combining advanced engineering with IVECO’s distinctive Italian design. By combining the latest powertrain technologies, enhanced aerodynamics and intelligent driving features that help optimise vehicle performance on the road, the IVECO S-Way lowers the total cost of ownership for long-haul operators. Its redesigned cab offers enhanced ergonomics, comfort and onboard living for drivers. Customers also have up to 32,000 possible vehicle configurations, allowing them to tailor their vehicles to their specific business needs. The new range marks a step change in digital integration, with the vehicles offered with an enhanced ecosystem of connectivity, uptime and fleet management services. IVECO Experience 2026 also presents alternatives to ownership: the pay-per-use formulas for the green range through GATE, while diesel and gas range can be rented through RENTIVE, an all-inclusive programme provided by IVECO CAPITAL.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.収支内訳Iveco Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XTRA:R3D 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Jun 2613,7076379255731 Mar 2613,45010378155331 Dec 2513,42823478055430 Sep 2514,54827085560930 Jun 2514,66334686860031 Mar 2513,85635879857631 Dec 2414,41748683458930 Sep 2414,95134685462130 Jun 2415,43135289263831 Mar 2415,98337592763331 Dec 2315,97825291061130 Sep 2315,61436891952930 Jun 2315,42431588349031 Mar 2314,67118384947131 Dec 2214,35714787145830 Sep 2213,314-3585845930 Jun 2212,751-5983745531 Mar 2212,701-2086745531 Dec 2112,6515282546530 Sep 2112,74118080546730 Jun 2112,35415578046231 Mar 2111,221-13372244631 Dec 2010,411-40870543431 Dec 1911,9488475545031 Dec 1812,005166741413質の高い収益: R3Dは 高品質の収益 を持っています。利益率の向上: R3Dの現在の純利益率 (0.5%)は、昨年(2.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: R3Dの収益は過去 5 年間で年間19%増加しました。成長の加速: R3Dは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: R3Dは過去 1 年間で収益成長率がマイナス ( -81.8% ) となったため、 Machinery業界平均 ( 1.6% ) と比較することが困難です。株主資本利益率高いROE: R3Dの 自己資本利益率 ( 2.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/08/01 21:04終値2026/07/30 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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. 7 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.
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
New Risk • Jul 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (0.8% net profit margin).
お知らせ • Jul 30+ 1 more updateIveco Group N.V. Announces Resignation of Anna Tanganelli as Chief IT OfficerIveco Group N.V. announced that it had agreed with its Chief IT Officer, Anna Tanganelli, that on the substantive completion of the public tender offer for Iveco Group by Tata Motors, she would leave the Company to take up a new role with a publicly listed company on November 2, 2026.
お知らせ • Jul 03Iveco Launches Model Year 26 Truck and Van RangeIVECO launched its Model Year 26 truck and van range, marking an important step in its journey to become a premium partner. IVECO Experience 2026 is an immersive platform that makes the next chapter of the IVECO brand tangible. Plenary sessions, experiential installations and interactive activities bring to life ‘Spirito in Movimento’, the ambition that defines IVECO’s renewed identity and commitment to quality, innovation and customer proximity. The three pillars of ‘Spirito in Movimento’ are Motion by Design, Motion through Experience and Motion as Family. Guests are exploring these pillars and the ecosystem around the products, discovering how vehicles, connected services, digital solutions and support networks work together to provide advanced business solutions for customers and partners. A central highlight of IVECO Experience 2026 is the world premiere of the full Model Year 26 range of trucks and vans, which embodies the brand’s evolution and its commitment to delivering greater value throughout the customer journey. Developed around extensive customer feedback, the new generation introduces significant improvements in fuel efficiency, driver comfort, connectivity and customisation, combining advanced engineering with IVECO’s distinctive Italian design. By combining the latest powertrain technologies, enhanced aerodynamics and intelligent driving features that help optimise vehicle performance on the road, the IVECO S-Way lowers the total cost of ownership for long-haul operators. Its redesigned cab offers enhanced ergonomics, comfort and onboard living for drivers. Customers also have up to 32,000 possible vehicle configurations, allowing them to tailor their vehicles to their specific business needs. The new range marks a step change in digital integration, with the vehicles offered with an enhanced ecosystem of connectivity, uptime and fleet management services. IVECO Experience 2026 also presents alternatives to ownership: the pay-per-use formulas for the green range through GATE, while diesel and gas range can be rented through RENTIVE, an all-inclusive programme provided by IVECO CAPITAL.
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.