Duyuru • Jun 19
Traton Se Approves Dividend for 2025 TRATON 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. Duyuru • Apr 02
TRATON GROUP and Applied Intuition Announces TRATON ONE OS, a Unified Software Platform for Improved Fleet Uptime Across TRATON's Four Global Brands The 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. Duyuru • Jan 30
Traton SE to Report Nine Months, 2026 Results on Oct 28, 2026 Traton SE announced that they will report nine months, 2026 results on Oct 28, 2026 Duyuru • Jan 29
Traton SE to Report Q2, 2026 Results on Jul 23, 2026 Traton SE announced that they will report Q2, 2026 results on Jul 23, 2026 Duyuru • Jul 25
Traton SE Updates Earnings Guidance for the Full Year 2025 Traton 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. Duyuru • Mar 28
Traton SE, Annual General Meeting, May 14, 2025 Traton SE, Annual General Meeting, May 14, 2025, at 10:00 W. Europe Standard Time. Duyuru • Mar 10
Traton SE to Report Q1, 2025 Results on Apr 28, 2025 Traton SE announced that they will report Q1, 2025 results at 9:00 AM, Central European Standard Time on Apr 28, 2025 Duyuru • Jan 24
Volkswagen Reportedly Plans to Lower Traton Stake Volkswagen 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. Duyuru • Nov 28
Traton SE to Report First Half, 2025 Results on Jul 25, 2025 Traton SE announced that they will report first half, 2025 results on Jul 25, 2025 Duyuru • Oct 28
Traton SE to Report Q4, 2024 Results on Mar 10, 2025 Traton SE announced that they will report Q4, 2024 results on Mar 10, 2025 Duyuru • Jun 26
Traton SE(XTRA:8TRA) dropped from Germany SDAX (Total Return) Index Traton SE has been Dropped from SDAX (Total Return) Index Duyuru • May 14
Volkswagen Reportedly Explores Stock Sale in Traton Volkswagen 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 27
First 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 27
Dividend increased to €1.50 Dividend 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 17
Investor 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 26
Investor 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. Duyuru • Oct 26
Traton SE Provides Revenue Guidance for the Full Year 2023 Traton 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 29
Second 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 26
Upcoming dividend of €0.70 per share at 3.6% yield Eligible 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 03
First 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 17
Investor 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 10
Full 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 07
Investor 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. Duyuru • Dec 09
Traton SE, Annual General Meeting, Jun 01, 2023 Traton SE, Annual General Meeting, Jun 01, 2023. Reported Earnings • Oct 29
Third 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.