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TRATON (8TRA) investor relations material
TRATON Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 unit sales declined 16% year-over-year to 71,400–71,429, with 9M 2025 unit sales down 9% to 224,515 units, mainly due to North America and Brazil, while European sales grew.
Sales revenue for Q3 2025 fell 12% year-over-year to €10.4 billion; 9M 2025 revenue was €32.3 billion, down 8% year-over-year.
Adjusted return on sales for Q3 2025 was 6.4%, a decrease of 3.2 percentage points year-over-year.
Earnings per share for Q3 2025 dropped to €0.65, down €0.80 year-over-year.
Despite market headwinds, strategic investments in China, electrification, and transformation efforts continued.
Financial highlights
Adjusted operating result for Q3 2025 decreased by 41% year-over-year; 9M 2025 adjusted operating result was €2,039 million, down 37%.
Net cash flow at trade and operations level was slightly positive at €28 million for nine months, but Q3 2025 was negative at -€26 million.
Net debt increased by €1.7 billion in nine months, reaching €24.3 billion, mainly due to working capital build-up, capex, and higher dividend payout.
TRATON Financial Services return on equity for 9M 2025 was 9.1%, down 1.9 percentage points year-over-year.
Capex remained stable at €1.0 billion; primary R&D costs rose 12% to €2.0 billion.
Outlook and guidance
2025 outlook confirmed at the lower end for adjusted return on sales (6.0–7.0%) and net cash flow (€1.0–1.5 billion), with unit sales and sales revenue outlook maintained at -10% to 0%.
Additional tariff costs and potential Section 232 tariffs remain a risk but are still covered by the guidance range.
European truck market expected to decline 10% in 2025; North American Class 8 truck market forecasted to decline 10–15%.
South American truck registrations expected between -5% and +5% for 2025, with no real growth seen for 2026.
Key performance indicators are expected to remain under pressure, especially in North America due to tariffs and trade policy risks.
Impact of US tariffs on profitability?
R&D reorganization's impact on innovation?
Why did net financial debt increase?
International's Q4 tariff impact and 2026 outlook?
Scania China plant ramp-up and profitability impact?
BEV strategy divergence: US, China, Europe?
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Frequently asked questions
Traton, formerly Scania AB or AB Scania, is a Swedish industrial company. The company produces trucks, buses, and engines for various applications, including heavy-duty vehicles such as work trucks and tractor units for on-road and off-road use. Traton manufactures commercial vehicles worldwide. It operates in Industrial Business and Financial Services segments. The company offers light and heavy-duty commercial vehicles, such as trucks and bus chassis; vans; construction vehicles; city buses; and intercity and travel coaches, as well as spare parts and services. It also provides a cloud-based platform for freight transportation under the RIO brand name. The company offers its products and services under the MAN, Scania, Navistar, Volkswagen Caminhões e Ônibus, RIO Logistics & Technology, Volkswagen Financial Services, and other brands.
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