Trigano (TRI) Q2 2026 TU earnings summary

Executive summary

• First-half 2026 sales reached €1.8 billion, up 6.2% year-over-year, driven by strong demand and production ramp-up in motorhomes and caravans.

• Order book remains robust, supporting high production capacity utilization through the season.

Financial highlights

• Q2 sales rose 4.5% year-over-year to €946.3 million; first-half sales up 6.2% to €1,779.7 million.

• Motorhomes and caravans segment posted a 6.6% increase in first-half sales to €1,564.4 million.

• Other leisure activities grew 3.8% to €215.3 million in the first half.

• Accessories and other segment sales rose 3.6% like-for-like in Q2.

Outlook and guidance

• European demand for leisure vehicles expected to remain strong despite global uncertainties.

• Production capacity will be saturated until the end of the season due to a strong order book.

• Improved profitability and robust cash generation anticipated for fiscal year 2026.

• Interim dividend of €2.10 per share declared, payable from April 2, 2026.