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Sixt:Quarterly Results/2025 Q1: Difference between revisions
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See also: [https://docs.google.com/spreadsheets/d/1t-zXAYaHfrbb6Pa2B1Y3xIleK8nyVfr2rWATZSi1Ero/edit?gid=1918526520#gid=1918526520 Sixt Valuation Model] | See also: [https://docs.google.com/spreadsheets/d/1t-zXAYaHfrbb6Pa2B1Y3xIleK8nyVfr2rWATZSi1Ero/edit?gid=1918526520#gid=1918526520 Sixt Valuation Model] | ||
'''This article will be updated...''' | '''This article will be updated...''' | ||
== Management guidance and analysts estimate == | |||
=== Management guidance === | |||
* Sixt's management [https://about.sixt.com/en/sixt-exceeds-the-four-billion-euro-revenue-mark-for-the-first-time-third-record-year-in-a-row/ guided] for 2025 year-over-year revenue growth in the range of 5% to 10% (€4,202 to €4,402). | |||
* It guides for an EBT margin in the area of 10%, translating to an EBT in the range of €420.2 to €440.2 | |||
=== Analysts estimates === | |||
{| class="wikitable" | |||
!Key Items<ref>https://www.marketscreener.com/quote/stock/SIXT-SE-436599/finances/</ref> | |||
!Q1 2025 | |||
!Y/Y | |||
!2025 | |||
!Y/Y | |||
|- | |||
|Revenue | |||
|€830.8 million | |||
|6.5% | |||
|€4,264 | |||
|6.5% | |||
|- | |||
|EBT | |||
| -€14.62 | |||
| -46.6% | |||
|€449.2 | |||
|34.5% | |||
|} | |||
== Analysts opinions == | |||
=== Sixt Q1 earnings is likely to grow year-over-year === | |||
* Buy, €135->€125: Warburg Research analyst Marc-Rene [https://www.finanzen.net/analyse/sixt_se_st_buy-warburg_research_994368 expects] Sixt's Q1 revenue and pre-tax profit to grow year-over-year. He said he slightly lowered earnings forecasts for this year and next year due to somewhat lower expectations for business growth in the US. | |||
=== Sixt Q1 earnings is likely to be weak === | |||
* Buy, €105: Deutsche Bank analyst Michael Kuhn [https://www.finanzen.net/analyse/sixt_se_st_buy-deutsche_bank_ag_994419 said] Sixt is likely to report a pre-tax loss of €13 million in Q1 compared to pre-tax profit of €27.5 million in the previous year. | |||
=== Trump's tariff policy will have direct impact on Sixt === | |||
* Buy, €110: Analyst Christian Obst of Baader Bank [https://www.finanzen.net/analyse/sixt_se_st_buy-baader_bank_997532 said] he removed Sixt from his "Top Picks" since the risks have increased with Trump's tariff policy which has direct impact on travel. He pointed out that international flights to the US. have already declined in the first quarter. | |||
* Buy, €110->€95: Analyst Constantin Hesse of Jefferies [https://www.finanzen.net/analyse/sixt_se_st_buy-jefferies_&_company_inc._995295 said] a recession could result in lower consensus estimates for Sixt. He pointed out that pressure on volumes and prices are expected. He sees the stock as an attractive investment in the short-term. | |||
=== Sixt is likely to continue its solid growth === | |||
* Buy, €95: Raj Jilka of Jefferies [https://www.finanzen.net/analyse/sixt_se_st_buy-jefferies_&_company_inc._995707 said] Sixt is likely to continue its solid growth, driven by market share gains in the US and key European markets. | |||
== References == | |||