Daimler Truck Could Lower Guidance Even If Earnings Beat -- Market Talk

Dow Jones

May 09, 2025

1208 GMT - Daimler Truck could post a first quarter beat on margins, but guidance could be downgraded due to weakness in heavy duty and medium duty markets, Morgan Stanley analysts write. The bank thinks earnings will come in ahead of expectations, with the industrial adjusted EBIT margin at 8.8% versus consensus at 8.5%. It sees upside driven by a strong quarter in Trucks North America. However, Daimler Truck's peers now expect a 2025 North American truck market of 275,000 units, versus 300,000 previously. The bank expects the company to adopt a similar market outlook given recent order weakness. It thinks management may guide to a 7%-9% industrial adjusted EBIT margin, down from 8%-10%. "Consensus estimates have already reduced, meaning downside on the day may be limited." (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

May 09, 2025 08:08 ET (12:08 GMT)

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The bank thinks earnings will come in ahead of expectations, with the industrial adjusted EBIT margin at 8.8% versus consensus at 8.5%. It sees upside driven by a strong quarter in Trucks North America. However, Daimler Truck's peers now expect a 2025 North American truck market of 275,000 units, versus 300,000 previously. The bank expects the company to adopt a similar market outlook given recent order weakness. It thinks management may guide to a 7%-9% industrial adjusted EBIT margin, down from 8%-10%. \"Consensus estimates have already reduced, meaning downside on the day may be limited.\" (dominic.chopping@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 09, 2025 08:08 ET (12:08 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Daimler Truck Could Lower Guidance Even If Earnings Beat -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDaimler Truck Could Lower Guidance Even If Earnings Beat -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-09 20:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1208 GMT - Daimler Truck could post a first quarter beat on margins, but guidance could be downgraded due to weakness in heavy duty and medium duty markets, Morgan Stanley analysts write. The bank thinks earnings will come in ahead of expectations, with the industrial adjusted EBIT margin at 8.8% versus consensus at 8.5%. It sees upside driven by a strong quarter in Trucks North America. However, Daimler Truck's peers now expect a 2025 North American truck market of 275,000 units, versus 300,000 previously. The bank expects the company to adopt a similar market outlook given recent order weakness. It thinks management may guide to a 7%-9% industrial adjusted EBIT margin, down from 8%-10%. \"Consensus estimates have already reduced, meaning downside on the day may be limited.\" (dominic.chopping@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 09, 2025 08:08 ET (12:08 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2534486812","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2534486812","pubTimestamp":1746792480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1208 GMT - Daimler Truck could post a first quarter beat on margins, but guidance could be downgraded due to weakness in heavy duty and medium duty markets, Morgan Stanley analysts write. The bank thinks earnings will come in ahead of expectations, with the industrial adjusted EBIT margin at 8.8% versus consensus at 8.5%. It sees upside driven by a strong quarter in Trucks North America. However, Daimler Truck's peers now expect a 2025 North American truck market of 275,000 units, versus 300,000 previously. The bank expects the company to adopt a similar market outlook given recent order weakness. 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The bank thinks earnings will come in ahead of expectations, with the industrial adjusted EBIT margin at 8.8% versus consensus at 8.5%. It sees upside driven by a strong quarter in Trucks North America. However, Daimler Truck's peers now expect a 2025 North American truck market of 275,000 units, versus 300,000 previously. The bank expects the company to adopt a similar market outlook given recent order weakness. It thinks management may guide to a 7%-9% industrial adjusted EBIT margin, down from 8%-10%. \"Consensus estimates have already reduced, meaning downside on the day may be limited.\" (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 09, 2025 08:08 ET (12:08 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}