$DTG (-2,63 %) Daimler Truck intends to buy back its own shares worth up to EUR 2 billion from the second half of 2025. The Board of Management and Supervisory Board have decided on a corresponding program.
Daimler Truck
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ISIN: DE000DTR0CK8
Ticker: DTG
DE000DTR0CK8
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744D·
Share buyback from H2 2025
stock3.comDAIMLER TRUCK - 2 Mrd. EUR für Aktienrückkäufe! Heute Kapitalmarkttag!
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1Lun·
Bayer shows consistent success | Daimler Truck adjusts outlook
Bayer shows consistent success
Bayer $BAYN (-1,01 %) surprises with positive figures, despite the challenge of job cuts. On Monday, it was announced that crop protection production in Frankfurt am Main will be discontinued by the end of 2028, affecting around 500 jobs. These drastic measures are part of a comprehensive five-year plan for the Crop Science division, which aims to achieve savings of one billion euros. But the company is not letting this get it down: Things are going well in the pharmaceuticals business, with operating profit from the prescription drugs division shooting up by an impressive 13.4 percent in the first quarter. CEO Anderson, who is facing criticism from investors due to the delayed overall development, attributes this success to a well thought-out organizational model that sets standards in the industry.
Daimler Truck adjusts outlook
In the USA, the situation for Daimler Truck $DTG (-2,63 %) looks less encouraging. The management duo, consisting of Karin Radström and CFO Eva Scherer, has revised the annual outlook for 2025 downwards. Instead of the original target of 52 to 54 billion euros in turnover, a range of 48 to 51 billion euros is now given. The reason for this adjustment is the new tariffs introduced by the Trump administration. This uncertainty means that freight forwarders in America do not know how their business will continue and whether they will be able to distribute goods from domestic ports. This has a direct impact on Daimler Truck's customers, who are now more hesitant to order new vehicles. The current challenges present the company with new hurdles to overcome.
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1Lun·
📌 Daimler Truck updates outlook 📅 Q1 figures & new forecast | Tuesday, 13.05.2025
🚛 Strong Q1 - but more cautious forecast for the year:
- Group Q1:
▪️ adj. EBIT: € 1,164 million (cons.: € 1,027 million)
▪️ Industry sales: € 11,558 million (cons.: € 11,459 million)
▪️ adj. ROS Industry: 9.6% (cons.: 8.5%)
▪️ Free cash flow: € 33 million (cons.: € 341 million)
📉 Lowered outlook:
- North America sales lowered: 155-175k units (previously: 180-200k)
- Group sales new: 430-460k (previously: 460-480k)
- Industry sales new: € 48-51 billion (previously: € 52-54 billion)
- Group adj. EBIT: now -5% to +5% vs. PY (previously: +5% to +15%)
- Adj. ROE Financial Services: 6-8% (previously: 8-10%)
📌 Annual targets partly confirmed:
- Group adj. ROS Industry: 8-10 %
- Margin target for Trucks North America: 11-13% remains unchanged despite decline in sales
📊 Segment results Q1:
- *Trucks North America:* adj. EBIT € 778 million | ROS 14.4 %
- Mercedes-Benz Trucks:* adj. EBIT € 238 million | ROS 5.4 %
- Trucks Asia:* adj. EBIT € 64 million | ROS 5.4 %
- Daimler Buses:* adj. EBIT € 126 million | ROS 9.4 %
- Financial Services:* adj. EBIT € 55 million | ROE 7.3 %
📎 Note: Further adjustments possible - depending on geopolitical situation & USMCA situation. China risks not yet taken into account.
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3Lun·
Expected decline in sales and positive development in the bus business
mbpassion.deDaimler Truck verkauft im ersten Quartal deutlich weniger
33
3Lun·
Dates week 12
As every Sunday, the most important news from the past week, as well as the dates for the coming week.
Also as a video:
https://youtube.com/shorts/cpIdQFYiLeY?si=gaKXoxc1Q7c_VbNC
Sunday:
Due to industrial overcapacity, deflation is depressing prices in China. Prices there fell by an average of 0.7% compared to the same month last year. The reason for the decline was probably a high basis for comparison from the previous year, as well as government programs to boost consumption.
Monday:
$HFG (-0,94 %) Hellofresh shocks the markets with a sales warning, down more than 10%. Analysts at JP Morgan continue to see the price target at 15 euros. This is because EBITDA is expected to rise again. Hellofresh is dispensing with expensive marketing campaigns, which hurts sales but may increase profits.
Tuesday:
$VOW3 (-0,23 %) Volkswagen is struggling with a drop in sales and profits. Overall, 2.3% fewer vehicles were sold. Sales for 2024 increased minimally by one percent to 324.7 billion euros. Profit fell from 17.8 to 12.3 billion euros.
Wednesday:
$P911 (-1,01 %) Porsche earns significantly less. Similar to VW, profits are down by around 30%. The dividend is to remain stable. Turnover is also expected to stagnate in 2025.
Not only is Rheinmetall's share price rising $RHM (-0,42 %) Rheinmetall is rising, sales are also increasing significantly. Rheinmetall could grow by 34% in 2024. Growth of 25-30% is also expected for 2025. Rheinmetall achieved sales of just under 10 billion euros in 2024. The order backlog grew to 55 billion euros. The dividend is set to rise from 5.70 to 8.10 euros per share.
$TMV (-1,65 %) Teamviewer is celebrating its 20th anniversary, which means the tech company from Göppingen has been around longer than the average lifespan of a German company (around 12 years). Click here for a summary of the company's history:
US inflation data comes in lower than expected, market bounces back. Compared to the same month last year, prices rose by 2.8%. An increase of 2.9% was expected.
Thursday:
The fashion group $BOSS (-2,09 %) Hugo Boss from Metzingen wants to increase its dividend to 1.40 euros per share. At 4.31 billion euros, turnover was three percent above the previous year's figure and higher than ever before. Declining sales in China were a particular burden on the Group. Profit therefore fell by 17% to 217 million euros. In the coming year, turnover is expected to stagnate, but profitability is set to increase.
Companies such as $DTG (-2,63 %) Daimler Truck fell significantly after Donald Trump announced that he would relax the emissions regulations for trucks. Daimler in particular has invested billions of dollars in recent years to make its trucks environmentally friendly.
With the inflation rate in the USA already below expectations, producer prices are also below expectations. This is particularly interesting, as producer prices are a leading indicator for inflation in the future.
https://www.ariva.de/amp/usa-erzeugerpreise-steigen-weniger-als-erwartet-11567717
Friday:
As with $VOW3 (-0,23 %) VW, BMW's profits are also on the decline. BMW achieved a profit of 7.7 billion euros, 37% less than a year ago. Turnover fell by 8.2% to 142 billion euros. China is the main problem for BMW.
These are the most important dates for the coming week:
Wednesday: 04:00 Interest rate decision (Japan)
Wednesday: 19:00 Interest rate decision (USA)
Thursday: 12:00 Interest rate decision (BoE)
Can you think of any other dates? Write it in the comments 👇
www.youtube.comDas sind die wichtigsten WIRTSCHAFTSTERMINE der kommenden Woche
22
3Lun·
Daimler Truck records decline in profits | Share price falls due to US climate debate
Daimler Truck $DTG (-2,63 %) recently gave a deep insight into its current challenges. Sales fell by 3 percent to 54.1 billion euros due to the tense economic situation in Europe and Asia. This difficult situation was further exacerbated by high value adjustments of 591 million euros before interest and taxes. The profit for shareholders now stands at 2.9 billion euros - a fall of almost a quarter. Despite these sobering figures, the dividend remains stable at 1.90 euros per share, which offers investors a small ray of hope in this challenging phase.
Looking to the future, however, Daimler Truck has optimistic plans. The operating margin in the industrial business, excluding financial services, fell by one percentage point to 8.9 percent. The Group has set itself the target of increasing this margin to 8 to 10 percent in the coming year. One positive sign is the order intake in the last quarter, which rose by an impressive 15 percent to 124,046 vehicles despite a 2 percent decline for the year as a whole. This development could indicate an imminent recovery and give hope for the future.
In the USA, the discussion about looser climate regulations has weighed heavily on Daimler Truck's share price. While the shares of Traton and Volvo are also under pressure, the decline of Daimler Truck as the market leader in North America is particularly striking. The US Environmental Protection Agency (EPA) recently announced more than 30 relaxations of regulations, which also affect CO₂ reduction regulations for commercial vehicles. These developments could have far-reaching consequences for Daimler Truck's most important market, especially as the company has invested heavily in zero-emission drives under CEO Karin Rådström. The coming months will show how these factors will affect the business.
Sources:
66
4Lun·
EU Commission corrects climate targets - car shares rise
The EU Commission wants to make it easier for European car manufacturers to meet the climate targets for 2025. This was announced by EU Commission President Ursula von der Leyen (CDU) at a press conference on Monday. She had previously met with industry representatives in Brussels to discuss the current situation in the industry.
The solution is to be a so-called "quick fix" for the industry, which is to be presented as early as this month. According to this, the CO2 targets for 2025, 2026 and 2027 are to be combined into one compensation period. Achieving the targets on an annual basis is therefore off the table.
This caused a clear market reaction on the stock exchange. Shares in German car manufacturers benefited in particular, all of which rose by more than two percent. The shares of $DTG (-2,63 %) Daimler Truck and $VOW (-0,1 %) Volkswagen rose the most, each by more than five percent. Also $BMW (+0,25 %) BMW, $MBG (-0,35 %) Mercedes Benz and $P911 (-1,01 %) Porsche also participated with rising share prices.
On Wednesday, von der Leyen will officially present the action plan for the automotive industry, which was jointly developed in the Strategic Dialogue and will include further measures such as the expansion of the charging infrastructure. In addition, money is to be made available for a social leasing program via the Climate Social Fund.
Source (excerpt): Handelsblatt, 03.03.25 | Graphic: ChatGPT
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5Lun·
Daimler Truck receives major order from Amazon
The German commercial vehicle manufacturer Daimler Truck has secured the largest order for electric trucks in the company's history.
Amazon has ordered 200 heavy-duty Mercedes-Benz eActros 600 electric trucks, the online retailer announced on Monday. "This is an important milestone for us," Andreas Marschner, Vice President of Amazon Worldwide Operations Sustainability, told the Reuters news agency. "Decarbonizing heavy-duty transport is the most difficult part of transportation." The vehicles are to be used in Germany and the UK and will be integrated into the online retailer's network this year. According to Amazon, this is the largest order of electric trucks for the company to date. The 40-ton trucks are to be used in the medium-distance network between fulfillment centers, sorting centers and delivery bases.
The eActros 600 has a range of 500 kilometers and is therefore well suited to Amazon's delivery network, according to Marschner. To support the use of the trucks, Amazon is building a network of 360-kilowatt fast-charging stations at its locations. These can charge a truck from 20 to 80 percent in less than an hour, "which is also compatible with the legally prescribed breaks for drivers," explains Marschner. The order is part of Amazon's voluntary commitment to achieve net-zero emissions at all sites by 2040.
1919
6Lun·
Analyst updates, 10.01.25
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- EXANE BNP raises the price target for ALLIANZ SE from EUR 271 to EUR 295. Underperform. $ALV (-0,92 %)
- BARCLAYS raises the target price for AIRBUS from EUR 166 to EUR 200. Overweight. $AIR (-0,76 %)
- UBS raises its price target for SAP from EUR 237 to EUR 283. Buy. $SAP (-1,57 %)
- BERENBERG raises the price target for LVMH from EUR 695 to EUR 720. Buy. $MC (-2,64 %)
- EXANE BNP raises the target price for MUNICH RE from EUR 550 to EUR 560. Outperform. $MUV2 (-0,42 %)
- RBC raises the target price for SIEMENS from EUR 205 to EUR 225. Outperform. $SIE (-1,67 %)
- CITIGROUP raises the price target for STELLANTIS from EUR 12.40 to EUR 13. Neutral. $STLA
- KEPLER CHEUVREUX raises the target price for DOUGLAS from 28.60 EUR to 29.90 EUR. Buy. $DOU (-3,69 %)
- CITIGROUP raises the target price for DWS from EUR 43 to EUR 44.70. Buy. $DWS (-0,85 %)
- CITIGROUP raises the price target for FRAPORT from EUR 62 to EUR 72. Buy. $FRA (+0,47 %)
- UBS upgrades AMADEUS IT from Neutral to Buy and raises target price from EUR 67 to EUR 80. $AMS (-0,72 %)
- DEUTSCHE BANK RESEARCH raises target price for PHILIPS from EUR 25 to EUR 26. Hold. $PHIA (-1,92 %)
- DEUTSCHE BANK RESEARCH raises the target price for MAN GROUP from GBP 2.65 to GBP 2.75. Buy.
- GOLDMAN raises the target price for RIO TINTO from GBP 67 to GBP 73. Buy. $RIO (+1,42 %)
- JEFFERIES raises the price target for SIEMENS ENERGY from EUR 31 to EUR 50. Hold. $ENR (+1,11 %)
- RBC raises the target price for SCHNEIDER ELECTRIC from EUR 195 to EUR 210. $SU (-0,87 %) Underperform.
- EXANE BNP upgrades HANNOVER RÜCK from Neutral to Outperform and raises target price from EUR 265 to EUR 285. $HNR1 (-0,38 %)
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- DEUTSCHE BANK RESEARCH lowers the price target for NOVO NORDISK from DKK 1000 to DKK 900. Buy. $NOVO B (-3,08 %)
- BOFA lowers the target price for RWE from EUR 44 to EUR 42. Buy. $RWE (+0,63 %)
- JPMORGAN lowers the price target for NETFLIX from USD 1010 to USD 1000. Overweight. $NFLX (-0,39 %)
- MORGAN STANLEY lowers the price target for SYMRISE from EUR 137 to EUR 130. Overweight. $SY1 (-1,58 %)
- KEPLER CHEUVREUX lowers the target price for REDCARE PHARMACY from EUR 145 to EUR 138. Hold. $RDC (-3,35 %)
- WARBURG RESEARCH lowers the target price for BECHTLE from EUR 51 to EUR 45. Buy. $BC8 (-0,76 %)
- STIFEL downgrades WACKER CHEMIE from Buy to Hold. $WCH (-3,38 %)
- RBC lowers the price target for DAIMLER TRUCK from EUR 55 to EUR 51. Outperform. $DTG (-2,63 %)
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8Lun·
Analsyst updates, 08.11.
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- GOLDMAN upgrades BIONTECH from Neutral to Buy and raises price target from USD 90 to USD 137. $BNTX (+0,29 %)
- BOFA raises target price for UNDER ARMOUR from USD 9 to USD 13. Neutral. $UAA (-3,29 %)
- DEUTSCHE BANK RESEARCH raises the price target for DELIVERY HERO from EUR 29 to EUR 35. Hold. $DHE
- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS from EUR 197 to EUR 200. Buy. $SIE (-1,67 %)
- JEFFERIES raises the price target for HOCHTIEF from EUR 135 to EUR 138. Buy. $HOT (-0,69 %)
- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS HEALTHINEERS from EUR 60 to EUR 62. Buy. $SHL (-2,84 %)
- DEUTSCHE BANK RESEARCH raises the price target for NORDEX from EUR 18 to EUR 19. Buy. $NDX1 (-2,17 %)
- DEUTSCHE BANK RESEARCH raises the price target for RATIONAL from 832 EUR to 841 EUR. Hold. $RAA (-1,48 %)
- DEUTSCHE BANK RESEARCH raises the target price for AXA from 37 EUR to 39 EUR. Buy. $CS (+0,21 %)
- WARBURG RESEARCH raises the price target for BASTEI LÜBBE from EUR 11.70 to EUR 12.20. Buy. $BST (-0,64 %)
- DEUTSCHE BANK RESEARCH raises the price target for ARCELORMITTAL from EUR 28 to EUR 29. Buy. $MT (+0,65 %)
- DZ BANK raises the price target for SWISS RE from CHF 130 to CHF 140. Buy. $SREN (-0,87 %)
- ODDO BHF raises the price target for HEIDELBERG MATERIALS from EUR 99 to EUR 110. Neutral. $HEI (-1,68 %)
- KEPLER CHEUVREUX raises the price target for DAIMLER TRUCK from EUR 35 to EUR 41. Hold. $DTG (-2,63 %)
- KEPLER CHEUVREUX upgrades REDCARE PHARMACY from Reduce to Hold. $RDC (-3,35 %)
- ODDO BHF raises the price target for HENKEL from EUR 67 to EUR 73. Neutral. $HEN (-1,7 %)
- ODDO BHF raises the price target for FREENET from EUR 27 to EUR 28. Neutral. $FNTN (-0,47 %)
- BARCLAYS raises the target price for ABOUT YOU from EUR 3.10 to EUR 3.40. Underweight. $YOU (-0,07 %)
- BARCLAYS raises the target price for NEMETSCHEK from EUR 108 to EUR 125. Overweight. $NEM (-0,32 %)
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- BOFA lowers the price target for PINTEREST from USD 45 to USD 39. Buy. $PINS
- WARBURG RESEARCH lowers the price target for DAIMLER TRUCK from EUR 56 to EUR 55. Buy. $DTG (-2,63 %)
- UBS lowers the price target for JCDECAUX from EUR 21.60 to EUR 18.50. Neutral. $DEC (-2,14 %)
- WARBURG RESEARCH lowers the price target for ADTRAN HOLDING from EUR 9.70 to EUR 9.30. Buy. $ADTN (-1,94 %)
- ODDO BHF lowers the price target for NORDEX from EUR 18 to EUR 17. Outperform. $NDX1 (-2,17 %)
- BARCLAYS lowers the target price for VESTAS from DKK 99 to DKK 80. Underweight. $VWS (-2,69 %)
- KEPLER CHEUVREUX lowers the price target for FRAPORT from EUR 62 to EUR 59. Buy. $FRA (+0,47 %)
- BARCLAYS lowers the target price for GSK from GBP 15.50 to GBP 14.50. Equal-Weight. $GSK
- BERENBERG lowers the price target for COMPUGROUP from EUR 23 to EUR 21. Buy. $COP (-0,83 %)
- BERENBERG lowers the price target for JUNGHEINRICH from EUR 41 to EUR 39. Buy. $JUN3 (-2,7 %)
- JEFFERIES lowers the target price for SUSS MICROTEC from EUR 87 to EUR 75. Buy. $SMHN (-1,69 %)
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