View ValuationTraton 将来の成長Future 基準チェック /36Traton利益と収益がそれぞれ年間18.8%と5.7%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13.4% 19.5%なると予測されています。主要情報18.8%収益成長率19.50%EPS成長率Machinery 収益成長13.7%収益成長率5.7%将来の株主資本利益率13.43%アナリストカバレッジGood最終更新日04 Aug 2026今後の成長に関する最新情報お知らせ • Jul 23Traton SE Narrows Earnings Guidance for the Full Year 2026Traton SE narrowed earnings guidance for the full year 2026. For the year, company expected unit sales and sales revenue at a range of 0 to +7%.お知らせ • Jul 25Traton SE Updates Earnings Guidance for the Full Year 2025Traton SE updated earnings guidance for the full year 2025. For the period, the company now expects a range of negative 10% to 0% (previously negative 5% to positive 5%) for unit sales and sales revenue.お知らせ • Oct 26Traton SE Provides Revenue Guidance for the Full Year 2023Traton SE provided revenue guidance for the full year 2023. for the year, the company expects unit sales and sales revenue to increase by 5% to 15% each.すべての更新を表示Recent updatesお知らせ • Jul 23Traton SE Narrows Earnings Guidance for the Full Year 2026Traton SE narrowed earnings guidance for the full year 2026. For the year, company expected unit sales and sales revenue at a range of 0 to +7%.お知らせ • Jun 19Traton Se Approves Dividend for 2025TRATON Annual General Meeting approved all items on this year’s Annual General Meeting agenda by a large majority. They resolved on a dividend payout for financial year 2025 of €0.93 per share, compared to last year’s figure of €1.70, reflecting lower earnings, while continuing to follow a balanced and responsible capital allocation approach.お知らせ • Apr 30+ 1 more updateTraton SE announces Annual dividend, payable on June 19, 2026Traton SE announced Annual dividend of EUR 0.9300 per share payable on June 19, 2026, ex-date on June 17, 2026 and record date on June 18, 2026.お知らせ • Apr 02TRATON GROUP and Applied Intuition Announces TRATON ONE OS, a Unified Software Platform for Improved Fleet Uptime Across TRATON's Four Global BrandsThe TRATON GROUP and Applied Intuition, Inc. announced TRATON ONE OS, a next-generation software-defined vehicle platform that will power all new vehicles across TRATON's four brands: Scania, MAN, International and Volkswagen Truck & Bus. Building on more than a year of co-development, the two companies are deploying a single unified platform that's at the forefront of innovation to deliver benefits to customers: Prevent costly downtime: The system's unified data access is designed to enable predictive maintenance capabilities that allow fleet operators to identify and address potential mechanical issues before they lead to breakdowns, service recalls or unplanned downtime. Future-proof fleets: Customers will be able to receive new applications, features and full-cabin user-interface upgrades via over-the-air software updates, eliminating many workshop visits and allowing vehicles to improve throughout their operational life. Unlock the autonomous future: The platform's adaptive middleware is designed to serve as a foundation for autonomous driving systems, enabling TRATON to layer autonomous capabilities onto the same architecture over time. Designed to bring the speed, flexibility and continuous update cycles of modern software development to the commercial vehicle industry, TRATON ONE OS will operate on all high-performance computers (HPCs) in TRATON's new vehicle architecture. The platform supports multiple hardware chipsets and global regulatory environments while giving TRATON teams a common foundation to build on — all without compromising each brand's distinct customer experience. Testing of the first integrated ECU hardware will begin in April 2026, with rollout across new trucks targeted for 2028. The platform is being co-developed as a white-box modular architecture that combines TRATON's internal development with Applied Intuition's Vehicle OS for trucking, as well as trusted third-party and open-source components. This modular approach allows TRATON to replace or consolidate compute units over time without fragmenting the software stack or rewriting the platform or applications, supporting the company's long-term ambition to move toward fewer, more powerful high-performance computers.お知らせ • Jan 30Traton SE to Report Nine Months, 2026 Results on Oct 28, 2026Traton SE announced that they will report nine months, 2026 results on Oct 28, 2026お知らせ • Jan 29Traton SE to Report Q2, 2026 Results on Jul 23, 2026Traton SE announced that they will report Q2, 2026 results on Jul 23, 2026お知らせ • Jul 25Traton SE Updates Earnings Guidance for the Full Year 2025Traton SE updated earnings guidance for the full year 2025. For the period, the company now expects a range of negative 10% to 0% (previously negative 5% to positive 5%) for unit sales and sales revenue.お知らせ • Mar 28Traton SE, Annual General Meeting, May 14, 2025Traton SE, Annual General Meeting, May 14, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 11+ 1 more updateTraton SE to Report Q3, 2025 Results on Oct 29, 2025Traton SE announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Mar 10Traton SE to Report Q1, 2025 Results on Apr 28, 2025Traton SE announced that they will report Q1, 2025 results at 9:00 AM, Central European Standard Time on Apr 28, 2025お知らせ • Jan 24Volkswagen Reportedly Plans to Lower Traton StakeVolkswagen AG (XTRA:VOW3) intends to divest a 15% stake in its truck subsidiary Traton SE (XTRA:8TRA), pursuing proceeds of around EUR 2 billion (USD 2.08 billion), local magazine Manager Magazin reported on Wednesday. The potential deal is expected to take place in the first half of 2025, the magazine said, citing unnamed sources. Volkswagen currently holds 89.72% of Traton after selling a 10.28% stake in an initial public offering (IPO) in 2019. In May 2024, however, Volkwagen CEO Oliver Blume indicated intentions to reduce the shareholding to 75% plus one share in the medium-term.お知らせ • Nov 28Traton SE to Report First Half, 2025 Results on Jul 25, 2025Traton SE announced that they will report first half, 2025 results on Jul 25, 2025お知らせ • Oct 28Traton SE to Report Q4, 2024 Results on Mar 10, 2025Traton SE announced that they will report Q4, 2024 results on Mar 10, 2025お知らせ • Jun 26Traton SE(XTRA:8TRA) dropped from Germany SDAX (Total Return) IndexTraton SE has been Dropped from SDAX (Total Return) Indexお知らせ • May 14Volkswagen Reportedly Explores Stock Sale in TratonVolkswagen AG (XTRA:VOW3) is exploring the sale of as much as €1 billion ($1.1 billion) of stock in Traton SE (XTRA:8TRA), people familiar with the matter said, taking advantage of the truckmaker’s surging price to increase the number of shares available for trading. VW, which owns about 90% of Traton, has been talking to potential advisers about a sale to institutional investors via an accelerated bookbuilding transaction as soon as the next few weeks, the people said. The size of the offering could be about €500 million to €1 billion depending on market conditions, according to the people.Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: €1.50 (vs €1.11 in 1Q 2023)First quarter 2024 results: EPS: €1.50 (up from €1.11 in 1Q 2023). Revenue: €11.8b (up 5.5% from 1Q 2023). Net income: €752.0m (up 36% from 1Q 2023). Profit margin: 6.4% (up from 5.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 27Dividend increased to €1.50Dividend of €1.50 is 114% higher than last year. Ex-date: 14th June 2024 Payment date: 18th June 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (266% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 51%After last week's 51% share price gain to €34.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Machinery industry in the United Kingdom. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €65.59 per share.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €22.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Machinery industry in the United Kingdom. Total returns to shareholders of 7.4% over the past three years.お知らせ • Nov 18+ 4 more updatesTraton SE to Report Nine Months, 2024 Results on Oct 28, 2024Traton SE announced that they will report nine months, 2024 results on Oct 28, 2024お知らせ • Oct 26Traton SE Provides Revenue Guidance for the Full Year 2023Traton SE provided revenue guidance for the full year 2023. for the year, the company expects unit sales and sales revenue to increase by 5% to 15% each.Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €1.37 (vs €0.54 in 2Q 2022)Second quarter 2023 results: EPS: €1.37 (up from €0.54 in 2Q 2022). Revenue: €11.7b (up 23% from 2Q 2022). Net income: €683.0m (up 155% from 2Q 2022). Profit margin: 5.9% (up from 2.8% in 2Q 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 26Upcoming dividend of €0.70 per share at 3.6% yieldEligible shareholders must have bought the stock before 02 June 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.6%).Reported Earnings • May 03First quarter 2023 earnings released: EPS: €1.11 (vs €0.84 in 1Q 2022)First quarter 2023 results: EPS: €1.11 (up from €0.84 in 1Q 2022). Revenue: €11.2b (up 31% from 1Q 2022). Net income: €555.0m (up 32% from 1Q 2022). Profit margin: 5.0% (in line with 1Q 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the United Kingdom.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.64, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Machinery industry in the United Kingdom. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.50 per share.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: €2.28 (vs €0.91 in FY 2021)Full year 2022 results: EPS: €2.28 (up from €0.91 in FY 2021). Revenue: €40.3b (up 32% from FY 2021). Net income: €1.14b (up 150% from FY 2021). Profit margin: 2.8% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Machinery industry in the United Kingdom.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €17.92, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Machinery industry in the United Kingdom.お知らせ • Jan 17+ 3 more updatesTraton SE to Report Nine Months, 2023 Results on Oct 25, 2023Traton SE announced that they will report nine months, 2023 results on Oct 25, 2023お知らせ • Dec 09Traton SE, Annual General Meeting, Jun 01, 2023Traton SE, Annual General Meeting, Jun 01, 2023.Reported Earnings • Oct 29Third quarter 2022 earnings released: €0.065 loss per share (vs €0.64 profit in 3Q 2021)Third quarter 2022 results: €0.065 loss per share (down from €0.64 profit in 3Q 2021). Revenue: €10.6b (up 31% from 3Q 2021). Net loss: €32.0m (down 110% from profit in 3Q 2021). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the United Kingdom.業績と収益の成長予測BATS-CHIXE:8TRAD - 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12/31/202852,2453,2712,8356,0741712/31/202749,8102,8892,4275,2851912/31/202646,6292,2281,9705,260196/30/202644,1421,768-2,057691N/A3/31/202643,6771,306-2,123726N/A12/31/202544,0521,547-1,894902N/A9/30/202544,5421,779-1,2371,652N/A6/30/202545,9922,179-4302,490N/A3/31/202546,2812,518-4022,400N/A12/31/202447,4732,804-4012,340N/A9/30/202447,9492,572-9301,606N/A6/30/202447,4052,550-4411,990N/A3/31/202447,4842,6482822,593N/A12/31/202346,8722,4513742,583N/A9/30/202345,9662,4231692,236N/A6/30/202345,2071,689-5961,403N/A3/31/202342,9961,274-2,245-312N/A12/31/202240,3351,141-2,569-660N/A9/30/202237,495449-2,203-338N/A6/30/202234,981802-2,473-643N/A3/31/202232,601750-922798N/A12/31/202130,620457-651,534N/A9/30/202128,5107082211,640N/A6/30/202126,1285168862,106N/A3/31/202123,445-681,0942,334N/A12/31/202022,580-1016761,987N/A9/30/202022,8141733521,735N/A6/30/202023,4334743921,883N/A3/31/202026,1671,236N/A1,715N/A12/31/201926,9011,520N/A1,088N/A9/30/201927,1311,419N/A959N/A6/30/201926,8591,491N/A373N/A3/31/201926,2891,228N/AN/AN/A12/31/201825,9271,140N/A382N/A12/31/201724,366880N/A726N/A12/31/201621,915186N/A758N/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: 8TRADの予測収益成長率 (年間18.8% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 8TRADの収益 ( 18.8% ) はUK市場 ( 11.5% ) 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: 8TRADの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 8TRADの収益 ( 5.7% ) UK市場 ( 4.1% ) 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: 8TRADの収益 ( 5.7% ) 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: 8TRAD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 ( 13.4 %)。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2026/08/05 02:07終値2026/07/08 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Traton SE 19 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。30 アナリスト機関Kai MuellerBarclaysErwann DagorneBarclaysHarry MartinBernstein27 その他のアナリストを表示
お知らせ • Jul 23Traton SE Narrows Earnings Guidance for the Full Year 2026Traton SE narrowed earnings guidance for the full year 2026. For the year, company expected unit sales and sales revenue at a range of 0 to +7%.
お知らせ • Jul 25Traton SE Updates Earnings Guidance for the Full Year 2025Traton SE updated earnings guidance for the full year 2025. For the period, the company now expects a range of negative 10% to 0% (previously negative 5% to positive 5%) for unit sales and sales revenue.
お知らせ • Oct 26Traton SE Provides Revenue Guidance for the Full Year 2023Traton SE provided revenue guidance for the full year 2023. for the year, the company expects unit sales and sales revenue to increase by 5% to 15% each.
お知らせ • Jul 23Traton SE Narrows Earnings Guidance for the Full Year 2026Traton SE narrowed earnings guidance for the full year 2026. For the year, company expected unit sales and sales revenue at a range of 0 to +7%.
お知らせ • Jun 19Traton Se Approves Dividend for 2025TRATON Annual General Meeting approved all items on this year’s Annual General Meeting agenda by a large majority. They resolved on a dividend payout for financial year 2025 of €0.93 per share, compared to last year’s figure of €1.70, reflecting lower earnings, while continuing to follow a balanced and responsible capital allocation approach.
お知らせ • Apr 30+ 1 more updateTraton SE announces Annual dividend, payable on June 19, 2026Traton SE announced Annual dividend of EUR 0.9300 per share payable on June 19, 2026, ex-date on June 17, 2026 and record date on June 18, 2026.
お知らせ • Apr 02TRATON GROUP and Applied Intuition Announces TRATON ONE OS, a Unified Software Platform for Improved Fleet Uptime Across TRATON's Four Global BrandsThe TRATON GROUP and Applied Intuition, Inc. announced TRATON ONE OS, a next-generation software-defined vehicle platform that will power all new vehicles across TRATON's four brands: Scania, MAN, International and Volkswagen Truck & Bus. Building on more than a year of co-development, the two companies are deploying a single unified platform that's at the forefront of innovation to deliver benefits to customers: Prevent costly downtime: The system's unified data access is designed to enable predictive maintenance capabilities that allow fleet operators to identify and address potential mechanical issues before they lead to breakdowns, service recalls or unplanned downtime. Future-proof fleets: Customers will be able to receive new applications, features and full-cabin user-interface upgrades via over-the-air software updates, eliminating many workshop visits and allowing vehicles to improve throughout their operational life. Unlock the autonomous future: The platform's adaptive middleware is designed to serve as a foundation for autonomous driving systems, enabling TRATON to layer autonomous capabilities onto the same architecture over time. Designed to bring the speed, flexibility and continuous update cycles of modern software development to the commercial vehicle industry, TRATON ONE OS will operate on all high-performance computers (HPCs) in TRATON's new vehicle architecture. The platform supports multiple hardware chipsets and global regulatory environments while giving TRATON teams a common foundation to build on — all without compromising each brand's distinct customer experience. Testing of the first integrated ECU hardware will begin in April 2026, with rollout across new trucks targeted for 2028. The platform is being co-developed as a white-box modular architecture that combines TRATON's internal development with Applied Intuition's Vehicle OS for trucking, as well as trusted third-party and open-source components. This modular approach allows TRATON to replace or consolidate compute units over time without fragmenting the software stack or rewriting the platform or applications, supporting the company's long-term ambition to move toward fewer, more powerful high-performance computers.
お知らせ • Jan 30Traton SE to Report Nine Months, 2026 Results on Oct 28, 2026Traton SE announced that they will report nine months, 2026 results on Oct 28, 2026
お知らせ • Jan 29Traton SE to Report Q2, 2026 Results on Jul 23, 2026Traton SE announced that they will report Q2, 2026 results on Jul 23, 2026
お知らせ • Jul 25Traton SE Updates Earnings Guidance for the Full Year 2025Traton SE updated earnings guidance for the full year 2025. For the period, the company now expects a range of negative 10% to 0% (previously negative 5% to positive 5%) for unit sales and sales revenue.
お知らせ • Mar 28Traton SE, Annual General Meeting, May 14, 2025Traton SE, Annual General Meeting, May 14, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 11+ 1 more updateTraton SE to Report Q3, 2025 Results on Oct 29, 2025Traton SE announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Mar 10Traton SE to Report Q1, 2025 Results on Apr 28, 2025Traton SE announced that they will report Q1, 2025 results at 9:00 AM, Central European Standard Time on Apr 28, 2025
お知らせ • Jan 24Volkswagen Reportedly Plans to Lower Traton StakeVolkswagen AG (XTRA:VOW3) intends to divest a 15% stake in its truck subsidiary Traton SE (XTRA:8TRA), pursuing proceeds of around EUR 2 billion (USD 2.08 billion), local magazine Manager Magazin reported on Wednesday. The potential deal is expected to take place in the first half of 2025, the magazine said, citing unnamed sources. Volkswagen currently holds 89.72% of Traton after selling a 10.28% stake in an initial public offering (IPO) in 2019. In May 2024, however, Volkwagen CEO Oliver Blume indicated intentions to reduce the shareholding to 75% plus one share in the medium-term.
お知らせ • Nov 28Traton SE to Report First Half, 2025 Results on Jul 25, 2025Traton SE announced that they will report first half, 2025 results on Jul 25, 2025
お知らせ • Oct 28Traton SE to Report Q4, 2024 Results on Mar 10, 2025Traton SE announced that they will report Q4, 2024 results on Mar 10, 2025
お知らせ • Jun 26Traton SE(XTRA:8TRA) dropped from Germany SDAX (Total Return) IndexTraton SE has been Dropped from SDAX (Total Return) Index
お知らせ • May 14Volkswagen Reportedly Explores Stock Sale in TratonVolkswagen AG (XTRA:VOW3) is exploring the sale of as much as €1 billion ($1.1 billion) of stock in Traton SE (XTRA:8TRA), people familiar with the matter said, taking advantage of the truckmaker’s surging price to increase the number of shares available for trading. VW, which owns about 90% of Traton, has been talking to potential advisers about a sale to institutional investors via an accelerated bookbuilding transaction as soon as the next few weeks, the people said. The size of the offering could be about €500 million to €1 billion depending on market conditions, according to the people.
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: €1.50 (vs €1.11 in 1Q 2023)First quarter 2024 results: EPS: €1.50 (up from €1.11 in 1Q 2023). Revenue: €11.8b (up 5.5% from 1Q 2023). Net income: €752.0m (up 36% from 1Q 2023). Profit margin: 6.4% (up from 5.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 27Dividend increased to €1.50Dividend of €1.50 is 114% higher than last year. Ex-date: 14th June 2024 Payment date: 18th June 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (266% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 51%After last week's 51% share price gain to €34.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Machinery industry in the United Kingdom. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €65.59 per share.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €22.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Machinery industry in the United Kingdom. Total returns to shareholders of 7.4% over the past three years.
お知らせ • Nov 18+ 4 more updatesTraton SE to Report Nine Months, 2024 Results on Oct 28, 2024Traton SE announced that they will report nine months, 2024 results on Oct 28, 2024
お知らせ • Oct 26Traton SE Provides Revenue Guidance for the Full Year 2023Traton SE provided revenue guidance for the full year 2023. for the year, the company expects unit sales and sales revenue to increase by 5% to 15% each.
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €1.37 (vs €0.54 in 2Q 2022)Second quarter 2023 results: EPS: €1.37 (up from €0.54 in 2Q 2022). Revenue: €11.7b (up 23% from 2Q 2022). Net income: €683.0m (up 155% from 2Q 2022). Profit margin: 5.9% (up from 2.8% in 2Q 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 26Upcoming dividend of €0.70 per share at 3.6% yieldEligible shareholders must have bought the stock before 02 June 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.6%).
Reported Earnings • May 03First quarter 2023 earnings released: EPS: €1.11 (vs €0.84 in 1Q 2022)First quarter 2023 results: EPS: €1.11 (up from €0.84 in 1Q 2022). Revenue: €11.2b (up 31% from 1Q 2022). Net income: €555.0m (up 32% from 1Q 2022). Profit margin: 5.0% (in line with 1Q 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.64, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Machinery industry in the United Kingdom. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.50 per share.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: €2.28 (vs €0.91 in FY 2021)Full year 2022 results: EPS: €2.28 (up from €0.91 in FY 2021). Revenue: €40.3b (up 32% from FY 2021). Net income: €1.14b (up 150% from FY 2021). Profit margin: 2.8% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Machinery industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €17.92, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Machinery industry in the United Kingdom.
お知らせ • Jan 17+ 3 more updatesTraton SE to Report Nine Months, 2023 Results on Oct 25, 2023Traton SE announced that they will report nine months, 2023 results on Oct 25, 2023
お知らせ • Dec 09Traton SE, Annual General Meeting, Jun 01, 2023Traton SE, Annual General Meeting, Jun 01, 2023.
Reported Earnings • Oct 29Third quarter 2022 earnings released: €0.065 loss per share (vs €0.64 profit in 3Q 2021)Third quarter 2022 results: €0.065 loss per share (down from €0.64 profit in 3Q 2021). Revenue: €10.6b (up 31% from 3Q 2021). Net loss: €32.0m (down 110% from profit in 3Q 2021). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the United Kingdom.