Ferrari NV Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
9.0%projected annual EPS growth
Analyst Coverage
14analysts covering
FY Revenue (est.)
$9Bnext fiscal year
FY EPS (est.)
$11.53next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 3 Nov 2026 |
| Q4 and Full-Year 2026 Earnings Release | 9 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Annual Shipments (Units) Annually13.6KTarget: Controlled volume strategy to protect exclusivity
Adjusted EBITDA Margin Quarterly38.8%Target: >= 39.0% (2026 Guidance)
Adjusted Operating Profit (EBIT) Margin Quarterly29.5%Target: >= 29.6% (Based on 2026 Guidance of >= €2.22B EBIT on ~€7.50B Revenue)
Industrial Free Cash Flow Annually1.5BTarget: >= 1500000000 (2026 Guidance)
Watch Items
- Ferrari Luce EV Launch ExecutionTrigger: World premiere scheduled for May 25, 2026; customer deliveries starting late 2026 / early 2027Action: Monitor initial order book intake, production ramp-up costs, and brand reception to ensure battery integration does not dilute emotional appeal.
- Gross Margin and Personalization MixTrigger: Erosion of personalization contribution below historical levels or average selling price depreciationAction: Assess if 'luxuryflation' or overproduction is impacting secondary market values of recent hybrid models.
- Capital Expenditure CycleTrigger: CapEx commitments of ~€4.7 billion through 2030Action: Track rising fixed costs (D&A) and potential near-term operating margin compression below 28%
Research as of 2 Sep 2026