TRATON Stock: Q1 Results Disappoint as Deliveries Slump

TRATON GROUP's stock faces pressure as preliminary first-quarter 2025 results significantly missed market expectations. The commercial vehicle manufacturer reported a steep 42% year-over-year decline in operating profit to €645 million, with operating margin falling to 6.1%. The financial downturn was accompanied by disappointing delivery figures, with overall vehicle deliveries dropping 10% to 73,100 units. European brands were particularly affected, with Scania and MAN experiencing declines of 16% and 14% respectively, while International Motors saw a 12% reduction. The net cash flow from TRATON operations showed a concerning €115 million deficit, substantially below analyst projections. Despite these challenges, the company maintains its full-year guidance, though investors remain cautious ahead of the complete financial report scheduled for April 28.

Electric Vehicle Growth Offers Hope

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Amid the troubling performance, TRATON's electric vehicle segment emerges as a bright spot. The company achieved a remarkable 97% increase in electric vehicle sales, reaching 620 units across the group. MAN Truck & Bus led this growth with a 178% surge to 380 electric vehicles, while Scania more than doubled its electric deliveries with a 121% increase. This positive trend in electrification is further evidenced by significant business developments, including MAN's recent delivery of the first of 40 electric trucks to a French logistics company, with options for additional units. The South American subsidiary Volkswagen Truck & Bus was the only regional performer to defy the overall negative trend, posting a 16% growth in deliveries, benefiting from strong market conditions in Brazil.