Talgo S.A./€TLGO

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About Talgo S.A.

Talgo S.A. is a Spanish company specializing in the design, manufacture, and maintenance of high-speed and intercity trains. Founded in 1942, the company is headquartered in Madrid, Spain. Talgo's product portfolio includes very high-speed trains, intercity trains, and locomotives, as well as maintenance equipment such as underfloor wheel lathes and measuring devices. The company operates manufacturing plants in Spain and Kazakhstan, serving railway operators worldwide, including Amtrak, Russian Railways, and Deutsche Bahn. Talgo is known for its innovative articulated train design, which features independent wheels and shared bogies between coaches, contributing to reduced weight and improved stability.

Ticker

€TLGO

Primary listing

BME

Employees

3,448
Headquarters

Talgo S.A. Metrics

BasicAdvanced
€356M
-
-€0.86
1.37
-

What the Analysts think about Talgo S.A.

Analyst ratings (Buy, Hold, Sell) for Talgo S.A. stock.

Bulls say / Bears say

Flix awarded Talgo a €2.4 billion train contract—Talgo will supply 65 high-speed Talgo 230 sets (initial firm order of 30 units worth €1.06 billion, including maintenance), reinforcing strong commercial momentum in Europe (Reuters)
Talgo’s Q1 2025 order book exceeded €4 billion, with an additional €11 billion pipeline of opportunities, providing significant revenue visibility and growth prospects through 2026 (Talgo)
Kazakhstan confirmed it will continue using its fleet of over 700 Talgo cars beyond their service life, ensuring ongoing aftermarket and maintenance revenue even after local production shifts to Stadler (EFE)
Talgo reported a net loss of €7.1 million in Q1 2025, driven by lower manufacturing activity and reduced maintenance volumes for Renfe’s Series 102/112 trains, highlighting pressure on margins and operations (Reuters)
The company withdrew its full-year 2025 guidance after posting a €7.1 million Q1 loss, citing difficulty estimating key business metrics amid ongoing project negotiations and financial uncertainties (El País – Cinco Días)
Talgo incurred a €116 million penalty from Renfe in FY 2024, resulting in a net loss of €107.9 million and underscoring the company’s exposure to contractual risks and delivery delays (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

Talgo S.A. Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Talgo S.A. Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.

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