Q1 2024 Volkswagen Earnings

  • Traton’s sales revenue rose by 5% y/y to 11.80 billion euros in Q1, beating analysts estimate of 11.23 billion euros due to better pricing and mix effects.
  • Its operating return on sales rose to 9.4% from 8.4% in the previous year, exceeding analysts’ estimate of 8.6%.
  • Traton maintained its guidance for 2024 which is revenue growth of -5% to +10% and operating return on sales of between 8% and 9%.

Assessment

Traton’s revenue and operating profit only accounted for 14% and 16% of the Group’S total in 2023, respectively. But it’s still good to see that it performed well in Q1.

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