NYSE$RACE

Ferrari NV · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Net revenues rise 7.4% to €1.77B as shipments reach 3,401 units

Ferrari reported Q3 2025 net revenues of €1,766 million, up 7.4% (9.3% at constant currency), on shipments of 3,401 units. Operating profit (EBIT) increased 7.6% to €503 million with a 28.4% margin, and EBITDA rose 5.0% to €670 million (37.9% margin). Net profit was €382 million with diluted EPS of €2.14 versus €2.08 a year ago. Industrial free cash flow generation was €365 million in the quarter. The company noted strong demand for its current portfolio and personalized offerings, and reaffirmed upgraded full-year 2025 guidance issued at its Capital Markets Day.

  • Q3 net revenues of €1,766M up 7.4% with 3,401 units shipped
  • EBIT of €503M (28.4% margin) and EBITDA of €670M (37.9% margin)
  • Net profit of €382M; diluted EPS €2.14 versus €2.08 in Q3 2024
  • Industrial free cash flow of €365M in the quarter
  • 2025 guidance revised upward at Capital Markets Day

Headline financials

Total Revenue

€1.77B

Previous: €1.84B-4.2%
EPS (adj)

€2.14

Previous: €2.47-13.4%
EBIT Margin

28.4%

No prior period
Total shipments

3.4K

No prior period
EBITDA margin

37.9%

No prior period
Industrial free cash flow

€365M

No prior period
Free Cash Flow

€365M

No prior period
Net Income

€382M

Previous: €444M-13.9%
Operating Income

€503M

Previous: €547M-8.1%

Revenue & EPS history

Ferrari · Revenue · Quarterly

€1.77B

Q2 2025-4.2%vs Q2 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Ferrari · €1.79B total across 3 segments · Q1 2025

  • Cars and spare parts
    €1.54B
  • Sponsorship, commercial and brand
    €191M
  • Other
    €64M

Forward guidance

Ferrari reaffirmed upgraded 2025 guidance following strong Q3 execution, with continued focus on portfolio mix, personalization and disciplined capital allocation.

Tailwinds

  • Revenue growth accelerated on constant-currency basis at 9.3%
  • EBIT margin held at 28.4% with strong industrial free cash flow

Headwinds

  • Shipment growth modest at 18 units versus prior year
  • EBITDA margin compressed 90 bps to 37.9%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.2%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+4.5%

Avg return

30 days after

56%

23 / 41 earnings

Positive

+12.8%

Q4 2018

Best reaction

-11.5%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.1%+0.2%+3.2%
Q3 2025+2.0%+5.4%+0.3%
Q2 2025-11.5%+5.4%+0.3%
Q1 2025+1.7%+4.7%+3.0%
Q4 2024+7.1%-0.1%+16.4%
Q2 2024+5.0%+0.9%+20.3%
Q1 2024-5.0%-5.3%-2.5%
Q4 2023+9.6%+9.4%+23.0%
Q3 2023+8.7%+9.3%+17.1%
Q1 2023+6.9%-1.7%-2.9%
Q2 2023-1.1%-1.7%-2.9%
Q4 2022+2.7%+6.0%+7.5%
Q3 2022-2.3%+0.2%+1.2%
Q2 2022+1.2%+1.5%+15.0%
Q4 2021-2.5%-11.0%-11.4%
Q1 2022-5.7%-11.0%-11.4%
Q3 2021+6.6%-2.5%-1.0%
Q2 2021-3.2%+9.5%+9.5%
Q1 2021-6.8%+0.5%-0.4%
Q4 2020-7.8%-6.6%-13.5%
Q3 2020+10.4%+13.5%+17.6%
Q2 2020+2.1%+2.3%+8.2%
Q1 2020+4.7%+7.3%+18.3%
Q4 2019-1.4%-2.0%-9.4%
Q3 2019+2.6%+2.2%+3.9%
Q2 2019-3.8%-3.0%-3.2%
Q1 2019+6.6%+6.8%+12.2%
Q4 2018+12.8%+12.9%+17.0%
Q3 2018-3.0%-7.9%-9.3%
Q2 2018-4.9%-6.5%-1.2%
Q1 2018+9.2%+8.7%+5.6%
Q4 2017+6.4%+6.2%+1.3%
Q3 2017-2.1%-4.3%-10.4%
Q2 2017+0.0%+2.1%+7.8%
Q1 2017+8.5%+11.1%+19.2%
Q4 2016+5.7%+3.8%+6.6%
Q3 2016+6.6%+6.7%+11.5%
Q2 2016+2.4%+2.4%+5.5%
Q1 2016-4.1%
Q4 2015-7.1%
Q3 2015-5.3%
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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