EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-05-05
Management highlights
Key messages: delivered strong and growing Q1 earnings, order book further extended, confirmed guidance. Relied on three pillars: clear focus, nimble and flexible approach, united team. Handled Middle East situation by providing support, keeping showrooms open, organizing test drives. Launched Amalfi Spider, Handling Speciale package for Puro Sangue. Tested production cars on E-Vortex. Kicked off 2026 season with podium finishes in F1 and WEC. Opened new flagship store in London.
Segment performance
Revenues were close to €1.85 billion. EBITDA surpassed 75 million euros and industrial free cash flow was more than 650 million euros. The sports car mix was robust, with contributions from racing and lifestyle activities. Deliveries of the dodici cilindri family, Puro Sangue and SF90XX family increased, while the 296 family and Roma Spider decreased. Personalizations accounted for approximately 20% of total revenues from cars and spare parts at cost and currency.
Guidance
Confirmed guidance for the year, adapted planning for more evenly spread profitability between H1 and H2 following stronger country mix in Q1. Order book further extended towards the end of 2027.
Risks
Global geopolitical and macroeconomic uncertainties; logistic challenges in the Middle East initially, though managed with alternative solutions.
Q&A highlights
Q: About European markets units in Q1 and Q2 expectations.
A: Deliveries in Middle East were flat year over year, EMEA has different model dynamics.
Q: On H1-H2 profitability spread and electrification.
A: Profitability more evenly spread due to country mix adjustments, no implication for road car electrification strategy from FIA F1 engine change.
Q: On supply chain, forex impact, order book driving models.
A: No supply chain issues, forex headwind still present, all models driving order book.
Q: On Luce launch and H1-H2 top line.
A: Luce launch in Rome was overbooked, H1-H2 top line mix adjusted.
Q: On Middle East showroom traffic, Handling Speciale for Puro Sangue.
A: Middle East order book strong, Handling Speciale for Puro Sangue to meet client sporty personalization requests
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $2.73 | $2.70 | +1.1% | — |
| Revenue | $2.14B | $2.12B | +0.9% | — |
Transcript
May 5, 2026Full transcript unavailable for redistribution
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