When it comes to Ferrari, what distinguishes Ferrari from Porsche, for example. The fact that Ferrari has been so successful while the other luxury carmaker has just been lagging behind so much. Well, certainly volumes. So, Ferrari sells 14,000 units or or slightly under that a year. Porsche, 300,000 units. So it's the scarcity value. It's the pricing power. So in the fourth quarter, the average price of the Ferrari was €470,000. The average profit per car was €220,000. So it's very unique in its pricing an ...

Ferrari N.V. ( RACE ) reported its Q4 2025 earnings , and, after months of decline, the stock is finally seeing a strong 10% move higher at the time of writing. Since October, Ferrari's shareholders have been tested in a way that has never happenedI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expand ...

Italian luxury carmaker Ferrari on Tuesday said its core earnings would rise slightly in 2026 supported by new models coming this year, and beat analyst estimates for the fourth quarter of 2025, sendi... ...

Core Insights - Ferrari reported strong financial performance in 2025, with revenues increasing by 7% to over Euro 7.1 billion, driven by a disciplined volume strategy and solid demand across markets [3][6] - The company achieved an EBIT margin of 29.5%, up 120 basis points from the previous year, and industrial free cash flow exceeded Euro 1.5 billion, reflecting effective management of product mix and personalization [3][6] Financial Performance - For Q4 2025, net revenues reached Euro 1,802 million, a 4% increase from Q4 2024, while shipments decreased by 173 units [4] - For the full year 2025, net profit was Euro 1,600 million, with diluted EPS at Euro 8.96, marking a 6% increase compared to 2024 [4][6] - EBITDA for 2025 was Euro 2,772 million, an 8% increase year-over-year, with an EBITDA margin of 38.8% [4][6] Future Outlook - The company has set a guidance for 2026, targeting approximately Euro 7.50 billion in revenues and an EBITDA margin of 39.0%, supported by a strong product mix [6]

Core Viewpoint - Ferrari's stock is currently at a lower price point than it has been in many years, presenting a potential buying opportunity for investors [1] Group 1: Stock Performance - The stock has experienced a double-digit sell-off, indicating a significant decline in its market value [1] - The stock prices referenced were from the afternoon of January 22, 2026, highlighting the timing of the analysis [1] Group 2: Investment Recommendation - Contributors from Motley Fool advocate for Ferrari as a strong buy, suggesting confidence in the company's future performance despite recent stock price declines [1]

Corporate Calendar - Ferrari N.V. announced its corporate calendar for the year 2026, including key earnings release dates [1] - The earnings releases are scheduled for February 10, May 5, July 30, and November 3, covering the fourth quarter and full-year 2025, and the first and second quarters of 2026 [1] - A conference call for financial analysts will be held on the date of each earnings release, with live webcasts available on the company's corporate website [1] Annual General Meeting - The Annual General Meeting for the approval of the Company's 2025 financial statements is set for April 15, 2026 [2] - The 2026 corporate calendar is also accessible on the company's corporate website [2]

Core Insights - Ferrari (RACE) is recognized as an iconic brand symbolizing Italian craftsmanship, engineering, and luxury, and has shown strong stock performance since its spin-out [1] Group 1: Investment Strategy - The focus is on businesses with strong cash generation capabilities and competitive advantages, aiming for at least 15 percent annualized returns [1] - The investment approach includes considering takeover targets, provided they maintain a strong business foundation [1] - The investor has achieved an annualized time-weighted return of approximately 16 percent over the past three years, with plans to continue outperforming this benchmark [1]

Core Insights - Ferrari (RACE) is recognized as an iconic brand symbolizing Italian craftsmanship, engineering, and luxury, and has shown strong stock performance since its spin-out [1] Group 1: Investment Strategy - The focus is on businesses with strong cash generation capabilities and competitive advantages, aiming for at least 15 percent annualized returns [1] - The investment approach includes considering takeover targets, provided they maintain a strong business foundation [1] - The investor has achieved an annualized time-weighted return of approximately 16 percent over the past three years, with plans to continue outperforming this benchmark [1]

Core Viewpoint - Ferrari N.V. is set to release its financial results for the full year and fourth quarter of 2025 on February 10, 2026, indicating a scheduled communication of its financial performance to stakeholders [1]. Group 1 - The financial results announcement will include a live audio webcast and conference call starting at 2:00 p.m. GMT / 3:00 p.m. CET / 9:00 a.m. EST on the specified date [1]. - Access to the presentation will be available in the Investors section of Ferrari's corporate website, with prior registration required for the conference call [2]. - A replay of the conference call will be archived on Ferrari's corporate website for two weeks following the live session, allowing stakeholders to review the information at a later time [2].

Group 1 - Ferrari has completed the Eighth Tranche of its share buyback program, purchasing a total of 15,399 common shares for a total consideration of approximately Euro 5.66 million [1][2] - The total consideration for the Eighth Tranche was Euro 2,002.57 million, with 5,981,331 shares repurchased from July 1, 2022, to December 15, 2025 [2] - The company plans to initiate a new multi-year share buyback program of approximately Euro 3.5 billion, expected to be executed by 2030, with the first tranche starting on January 5, 2026 [3][4] Group 2 - The First Tranche of the new buyback program will be funded through available cash and may include shares repurchased to meet obligations from the equity incentive plan [4] - Ferrari has entered into a non-discretionary buyback agreement for up to Euro 200 million on the EXM market, allowing purchases during closed periods [5] - An additional mandate for up to Euro 50 million will be executed on the NYSE, with purchase timing and amounts depending on market conditions [7] Group 3 - The First Tranche implements a resolution from the Shareholders' Meeting held on April 16, 2025, authorizing the purchase of up to 10% of the company's common shares until October 15, 2026 [8] - Currently, the company holds 16,644,606 common shares in treasury, representing 8.58% of total issued common shares [9] - A comprehensive overview of the buyback transactions is available on Ferrari's corporate website [10]