订单 intake 季节性
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KION GROUP AG - Special Call
Seeking Alpha· 2025-10-02 11:42
Group 1 - The third quarter of 2025 is expected to show typical seasonality, with Q1 and Q3 being seasonally weaker and Q2 and Q4 being stronger [2] - Order intake in units for the ITS segment has not changed significantly year-on-year, indicating a stable trend from the first and second quarters [2] - Q3 2025 is projected to see a sequential decrease in orders and units by a mid-teens percentage, but year-over-year growth may be higher due to low levels in the prior year [2] Group 2 - Growth in order intake value is anticipated to be less than proportional to unit growth in a year-over-year comparison [3]