Traton SE (TRATF) Q2 2025 Earnings Call Transcript


Traton SE (OTCPK:TRATF) Q2 2025 Earnings Conference Call July 25, 2025 4:00 AM ET

Company Participants

Christian Levin – CEO & Chairman of the Executive Board
Michael Jackstein – Member of the Executive Board, CFO & Chief Human Resources Officer
Ursula Querette – Head of Investor Relations

Conference Call Participants

Akshat Kacker – JPMorgan Chase & Co, Research Division
Alexander Jones – BofA Securities, Research Division
Anthony Dick – ODDO BHF Corporate & Markets, Research Division
Hampus Engellau – Handelsbanken Capital Markets AB, Research Division
Harry Martin – Sanford C. Bernstein & Co., LLC., Research Division
Hemal Bhundia – UBS Investment Bank, Research Division
Klas Henrik Bergelind – Citigroup Inc., Research Division
Nicolai Kempf – Deutsche Bank AG, Research Division
Shaqeal A. Kirunda – Morgan Stanley

Ursula Querette

Good morning, everyone, and welcome to Traton’s Q2 2025 Results Conference Call. My name is Ursula Querette, and I’m Head of Investor Relations at Traton SE. With me on the call today is Christian Levin, our CEO, who has dialed in from Sweden. Dr. Michael Jackstein, our CFO and CHRO, is here with me in Munich. Christian will start today’s presentation with the key results and highlights of the second quarter, and Michael will guide you through the financial performance and our adjusted outlook in more detail.

As always, we will conclude the call with a Q&A session open to financial analysts, investors and media representatives. Camilla Dewoon, our Head of Corporate Relations, is available to handle media inquiries. A recorded version of the call will be made available on our Investor Relations website as soon as possible after the event. You can also find our 2025 half year financial report, which we published this morning, and the slides to this event on our IR website.

Before we start, let me remind you



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