Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.22Last Year’s EPS
0.88Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call mixed clear strategic initiatives and concrete numerical bridges (efficiency program, product rollouts, cash return framework, U.S. growth ambition) with significant near-term headwinds (China volume weakness, tariff/FX impact, BEV pricing pressure and EV margin dilution). Management emphasized a measured, efficiency-driven path to midterm margin targets and described 2026 as a transition/ramp year with stronger momentum expected in 2027. Given the balance of ambitious plans and visible execution risks in the near term, the tone was constructive but cautious.Company Guidance
Revenue Growth Target
Company set a midterm revenue growth target of ~7% (management referenced this target during Q&A).
Cars Return on Sales Guidance (2026)
Financial guidance for passenger car return on sales of 3%–5% for 2026, with management framing the midpoint as the planning reference.
Margin Bridge and Efficiency Ambition
Management provided a margin bridge: ~-1.0 percentage point from FX & tariffs, ~+1.5 percentage points from volume/price/mix/BEV effects, and ~+4.0 percentage points from efficiency measures — signaling strong focus on cost/efficiency to drive margins.
Cash Generation and Shareholder Return Framework
Underlying industrial cash flow targeted at >€4 billion; announced shareholder return framework includes ~€6.0 billion (≈€5.1bn dividend + ≈€1.7bn remaining buyback). Management indicated potential M&A disposal proceeds of ~€2 billion (not a hard cap) and assets held for sale to be disclosed with financial statements.
U.S. Growth Ambition
Target to grow U.S. sales from ~300,000 units in 2025 to ~400,000 units midterm (≈+33% versus 2025), driven by product, localization and partnerships.
Product and Portfolio Rollout (EVs and Flagships)
Major product news: electric GLC planned (mid-year rollout), new S‑Class production starting imminently with full commercial momentum in 2027, and AMG product offensive including an electric/AMG GT world premiere in May and broader electrified performance line-up thereafter.
Localisation and Industrial Investments
Localization steps: GLE to be local in China; Kecskemét plant capacity potential increased (200k → 400k units capacity potential), and significant investments in German sites (management stated >50% of recent capex spend in Germany) to support new architectures (MMA) and MMA industrialization.
Customer & Tech Strategy in China
Management emphasized closing perceived technology gaps in China via a native 'tech stack' rollout (ADAS/infotainment) with partners (Momenta, Microsoft/Google/NVIDIA etc.), aiming to regain customers by improving intelligence, comfort and space in upcoming models.
CH:MBG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CH:MBG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | CHF46.77 | CHF46.77 | 0.00% |
Feb 12, 2026 | CHF50.07 | CHF50.07 | 0.00% |
Oct 29, 2025 | CHF88.80 | CHF88.80 | 0.00% |
Jul 30, 2025 | CHF88.80 | CHF88.80 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mercedes-Benz Group Ag (CH:MBG) report earnings?
Mercedes-Benz Group Ag (CH:MBG) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is Mercedes-Benz Group Ag (CH:MBG) earnings time?
Mercedes-Benz Group Ag (CH:MBG) earnings time is at Jul 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Mercedes-Benz Group Ag stock?
The P/E ratio of Mercedes-Benz Group is N/A.
What is CH:MBG EPS forecast?
CH:MBG EPS forecast for the fiscal quarter 2026 (Q2) is 1.22.