
Traton SE ADR (TRATY) Q4 2025 Earnings Call Transcript
Traton SE ADR (TRATY) Q4 2025 Earnings Call Transcript
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Traton SE ADR (TRATY) Q4 2025 Earnings Call Transcript

Sales revenue at the subsidiary of Volkswagen fell 7%, while unit sales declined 9% to 305,500 vehicles.

EXCLUSIVE: Traton and PlusAI agreed to expand their partnership as they seek to accelerate the deployment of autonomous trucks in the U.S. and Europe.

The company said its net cash flow was 1.64 billion euros ($1.92 billion) last year, beating its forecast of 1 billion to 1.5 billion euros and analysts' consensus of 1.01 billion euros.

The German truck manufacturer Traton Group reported a net cash flow of 1.643 billion euros ($1.92 billion) for 2025, declining from last year but beating analyst consensus estimates of 1.011 billion euros.

Traton SE ADR (OTCPK:TRATY) Q3 2025 Earnings Call October 29, 2025 5:00 AM EDT Company Participants Ursula Querette - Head of Investor Relations Christian Levin - CEO & Chairman of the Executive Board Michael Jackstein - Member of the Executive Board, CFO & Chief Human Resources Officer Conference Call Participants Daniela Costa - Goldman Sachs Group, Inc., Research Division Alexander Jones - BofA Securities, Research Division Karl Bokvist - ABG Sundal Collier Holding ASA, Research Division Harry Martin - Sanford C. Bernstein & Co., LLC.

The commercial-vehicle maker's operating profit fell more than 44% on a challenging market environment particularly in North America and Brazil.

Volkswagen's truck unit Traton reported on Wednesday a 39% drop in adjusted operating profit for the first nine-months of 2025, citing lower sales revenue, negative currency effects and the impact from tariffs.

Shares in Daimler Truck and Traton fell on Friday after U.S. President Donald Trump announced tariffs on heavy-duty trucks, adding to trade tensions that have hit the automotive sector hard.

Citi analyst Klas Bergelind raised the firm's price target on Traton to EUR 29.50 from EUR 28.10 and keeps a Neutral rating on the shares.

Traton SE (OTCPK:TRATF) Q2 2025 Earnings Conference Call July 25, 2025 4:00 AM ET Company Participants Christian Levin - CEO & Chairman of the Executive Board Michael Jackstein - Member of the Executive Board, CFO & Chief Human Resources Officer Ursula Querette - Head of Investor Relations Conference Call Participants Akshat Kacker - JPMorgan Chase & Co, Research Division Alexander Jones - BofA Securities, Research Division Anthony Dick - ODDO BHF Corporate & Markets, Research Division Hampus Engellau - Handelsbanken Capital Markets AB, Research Division Harry Martin - Sanford C. Bernstein & Co., LLC.

German truck maker Traton reported on Wednesday a 1% increase in second-quarter deliveries year on year despite ongoing uncertainty over U.S. import tariffs.

Traton SE (OTCPK:TRATF) Q1 2025 Earnings Conference Call April 28, 2025 4:00 AM ET Company Participants Ursula Querette - Head of IR Christian Levin - CEO Michael Jackstein - CFO and CHRO Conference Call Participants Klas Bergelind - Citi Hemal Bhundia - UBS Nicolai Kempf - Deutsche Bank Erik Golrang - SEB Akshat Kacker - JPMorgan Shaqeal Kirunda - Morgan Stanley Pal Skirta - Bankhaus Metzler Michael Aspinall - Jefferies Anthony Dick - ODDO BHF Hampus Engellau - Handelsbanken Christina Amann - Thomson Reuters Ursula Querette Good morning, everyone, and welcome to TRATON's Q1 2025 Results Conference Call. My name is Ursula Querette, and I'm Head of Investor Relations at TRATON SE.

The Volkswagen-owned commercial-vehicle maker said it was banking on an improved second-half after sales revenue dropped 10%.

Volkswagen's truck unit Traton reported a 10% drop in first-quarter deliveries on Wednesday, citing challenging market environment.

Volkswagen said on Wednesday it sold a stake in commercial vehicle manufacturer Traton for 360 million euros ($393 million) or 32.75 euros per share.

Volkswagen intends to sell up to 11 million shares in commercial vehicle manufacturer Traton , the German carmaker said on Tuesday, representing up to a 2.2% stake worth about 391 million euros ($427.87 million) at Tuesday's closing price.

Traton SE (OTCPK:TRATF) Q4 2024 Results Conference Call March 10, 2025 5:00 AM ET Company Participants Ursula Querette - Investor Relations Christian Levin - Chief Executive Officer Michael Jackstein - Chief Financial Officer & Chief Human Resources Officer Conference Call Participants Daniela Costa - Goldman Sachs Hemal Bhundia - UBS Klas Bergelind - Citi Miguel Borrega - BNP Paribas Nicolai Kempf - Deutsche Bank Erik Golrang - SEB Michael Aspinall - Jefferies Jose Asumendi - JPMorgan Shaqeal Kirunda - Morgan Stanley Ursula Querette Good morning, everyone, and welcome to TRATON'S Annual Results Conference 2025. My name is Ursula Querette, and I'm Head of Investor Relations at TRATON.

Traton does not see a significant impact from U.S. tariffs on imports from Mexico in the short term, Volkswagen's truck unit said during a post-earnings call on Monday.

The company—which houses Scania, MAN, International, and Volkswagen Truck & Bus—reported 2024 sales that grew 1%, but said demand for trucks would decline.