Knorr-Bremse AG (CHIX:KBXd)
€ 82.38 (0%) Market Cap: 13.56 Bil Enterprise Value: 15.27 Bil PE Ratio: 32.17 PB Ratio: 4.39 GF Score: 79/100
Back to the Transcripts List

Q1 2025 Knorr Bremse AG Earnings Call Transcript

May 8, 2025 / 11:00 AM GMT
Release Date Price: €74.23

Key Points

Positve
  • Knorr-Bremse AG (KNRRY) demonstrated resilience in ongoing challenges, maintaining strong local production and business approaches.
  • The company reported a 12% year-on-year increase in order intake, reaching almost €2.4 billion.
  • The rail division's operating margin increased by 50 basis points to 15.6%, driven by strong aftermarket business and efficiency measures.
  • Knorr-Bremse AG (KNRRY) confirmed its guidance for 2025, expecting revenue between €8.1 to €8.4 billion and an operating margin between 12.5% and 13.5%.
  • The company has a strong order backlog of more than €5.5 billion, providing a solid foundation for future growth.
Negative
  • The truck division faced challenges with a 12% decline in revenues, reflecting a difficult market environment.
  • Operating margin for the truck division decreased by 150 basis points to 9.5% due to lower volumes and an unfavorable regional and product mix.
  • The company anticipates potential restructuring costs of around €75 million, indicating ongoing challenges in optimizing operations.
  • Knorr-Bremse AG (KNRRY) faces uncertainties related to new US tariffs, which could impact costs and market conditions.
  • The economic environment in North America remains difficult to assess, with expectations of a weaker market impacting the company's outlook.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KBX.DE - Knorr Bremse AG
Q1 2025 Knorr Bremse AG Earnings Call
May 08, 2025 / 11:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello ladies and gentlemen, and welcome to Q1 2025 Financial results conference.

At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation.

Let me now turn the floor over to Andrea Spitzauer, head of investor relations.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, operator. Good afternoon, as well as good morning, ladies and gentlemen. I hope all of you are very fine. My name is Andrea Spitzauer, head of relations. I want to welcome you to Korems's presentation for the first quarter
Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.