Ferrari N.V. · RACE · FY2026 Q2 · Calendar Q3 2026

Ferrari Q2 FY2026: EPS and revenue topped estimates

The supplied scorecard shows Ferrari's FY2026 Q2 EPS and revenue above estimates, a positive quarter-level result. Without current-quarter transcript analysis or guidance details in the supplied facts, this is not enough to establish the durability of demand or the full-year earnings trajectory.

Reported Before market openNYSEConsumer Cyclical $70.65B market cap
75quality score

Earnings scorecard

Reported versus consensus
Reported EPS $2.99 Consensus $2.83
EPS surprise +5.7% Reported versus consensus
Reported revenue $2.21B Consensus $2.14B
Revenue surprise +3.5% Reported versus consensus

Market reaction

prior-close to event-session close
Stock move +3.1% Event window
SPY move +1.7% Same window
Abnormal move +1.4% Stock minus SPY
Volume 2.7× Versus trailing sessions
Subsequent drift +4.1% Up to 20 sessions
RACESPY benchmark

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Why did RACE rise 3.1% after beating EPS estimates in FY2026 Q2?What changed in RACE's guidance and outlook in FY2026 Q2?Give me the bull and bear case for RACE after FY2026 Q2 earnings.

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Transcript intelligence

What changed

The event scorecard reports EPS of 2.99 versus an estimate of 2.83 and revenue of 2,213,312,000 versus an estimate of 2,139,109,000. Current-quarter transcript analysis is empty in the supplied facts, so management's explanation and any new operating developments cannot be assessed here.

Guidance delta

No current-quarter guidance or guidance change is included in the supplied facts. The prior-quarter analysis recorded guidance as maintained; that prior commentary does not establish current-quarter guidance.

Key takeaways

  • Reported EPS exceeded the estimate in the supplied event scorecard.
  • Reported revenue exceeded the estimate in the supplied event scorecard.
  • Current-quarter management commentary and operating context are unavailable in the supplied transcript analysis.
  • Prior-quarter analysis described an order book extending through 2027 and identified FX and industrial-cost pressure; these are historical context, not confirmation of current conditions.

Management priorities

  • Current-quarter management priorities cannot be determined from the supplied transcript analysis.
  • The prior-quarter analysis highlighted model launches, personalization, racing and sponsorship, and brand-engagement initiatives as growth drivers. These are prior-call context only.

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Company context

Snapshot as of publication

Ferrari N.V. is a renowned automotive manufacturer primarily engaged in the creation, engineering, production, and sale of an exclusive range of high-performance luxury automobiles. Its extensive vehicle lineup features diverse models, including traditional sports cars, Grand Tourers (GTs), specialized series editions, ultra-exclusive limited-edition hypercars, bespoke one-off vehicles, track-specific designs, and its distinctive Icona series. Beyond car manufacturing, the company also supplies motorsport vehicles, essential components like spare parts and engines, and delivers comprehensive after-sales services such as vehicle repair, maintenance, and restoration. Expanding its brand influence, Ferrari N.V. strategically licenses its iconic marque to various producers and retailers of upscale lifestyle merchandise.…

Historical context

All RACE earnings
+2.9%FY2026 Q3 · Calendar Q4 2026

Consumer Cyclical peers this season

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YUMC Yum China Holdings, Inc. FY2026 Q3 · Calendar Q4 2026 — +0.5% Yum China pairs new-store growth with improving restaurant economics
APTV Aptiv PLC FY2026 Q3 · Calendar Q4 2026 — -3.8% Aptiv’s bookings and non-auto expansion offset a cautious automotive outlook

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Sources

  1. Earnings call transcript and parsed analysis · 2026-08-14T21:17:27.286885+00:00
  2. FN2 earnings calendar · 2026-09-04T01:23:15.205020+00:00
  3. Polygon adjusted daily market bars · 2026-11-04T00:00:44.454764+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-04T00:00:44.451929+00:00

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated · As of 2026-11-04. For educational purposes only; not investment advice.