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Volkswagen:Quarterly Results/2025 Q2: Difference between revisions
Volkswagen:Quarterly Results/2025 Q2 (view source)
Revision as of 18:30, 30 July 2025
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* UBS is skeptical that Porsche can return to double margins without a tariff resolution. It [https://www.investing.com/news/stock-market-news/porsche-stays-cautious-on-q2-outlook-analysts-say-guidance-may-be-too-high-4129884?utm_source=chatgpt.com pointed out] that after the launch of the new 911 Turbo at the end of 2025, there is no major ICE or hybrid introduction until 2028 and investments in the e-vehicle remain high. | * UBS is skeptical that Porsche can return to double margins without a tariff resolution. It [https://www.investing.com/news/stock-market-news/porsche-stays-cautious-on-q2-outlook-analysts-say-guidance-may-be-too-high-4129884?utm_source=chatgpt.com pointed out] that after the launch of the new 911 Turbo at the end of 2025, there is no major ICE or hybrid introduction until 2028 and investments in the e-vehicle remain high. | ||
* Jefferies [https://www.investing.com/news/stock-market-news/porsche-stays-cautious-on-q2-outlook-analysts-say-guidance-may-be-too-high-4129884?utm_source=chatgpt.com pointed out] that Porsche's current operating margin guidance of 6.5% to 8.5% for 2025 only factors in two months of US tariffs, hence it's too high. | * Jefferies [https://www.investing.com/news/stock-market-news/porsche-stays-cautious-on-q2-outlook-analysts-say-guidance-may-be-too-high-4129884?utm_source=chatgpt.com pointed out] that Porsche's current operating margin guidance of 6.5% to 8.5% for 2025 only factors in two months of US tariffs, hence it's too high. | ||
== Q2 2025 Porsche Earnings Call Insights == | |||
== References == | == References == | ||