Ferrari N.V.

Ferrari N.V. Earnings Recaps

RACE.MI Consumer Discretionary 1 recap
Next earnings: February 4, 2027 (estimated) · full calendar
Q3 2026 Nov 5, 2026

Ferrari raised its full-year guidance, while Q3 delivered revenue of €1.29 billion and double-digit EBIT growth; the stock rose 6.6% after earnings. The order book extends into 2028, though the transcript provides no revised guidance figures to assess the scale of the increase.

Key takeaways
  • Q3 revenue was €1.29 billion; EBIT was above €560 million and grew at a double-digit rate.
  • Industrial free cash flow exceeded €565 million.
  • Management cited strong product mix and a solid trend in personalizations as contributors to the quarter.
  • Ferrari raised full-year guidance; the order book extends into 2028.
  • Luce’s 2027 deliveries are fully allocated, and its first few deliveries are expected in Q4.