JOST Werke SE 9M 2025: Key Takeaways

Overview of JOST Werke SE Performance

JOST Werke SE, one of the world’s leading suppliers of safety-critical components and systems for commercial vehicles, delivered a resilient performance in the first nine months of 2025. In this in-depth presentation, Romy Acosta, Head of Investor Relations, outlines the company’s financial developments, market dynamics, regional trends and strategic outlook as JOST continues to strengthen its global competitive position.

Solid Performance Despite a Mixed Market Environment

The first nine months of 2025 were marked by significant volatility in the global commercial vehicle industry. Despite this, JOST demonstrated resilience, with OEM production levels returning to normal after two years of post-pandemic surge, and certain markets softening due to macro conditions, destocking cycles, and shifting order patterns.

Against this backdrop, JOST delivered a stable revenue base and maintained strong profitability in its core business lines — particularly in Trailer Solutions and Components for the agricultural sector.

Romy Acosta explains that JOST’s diversified portfolio once again acted as a stabilizer. The company’s broad regional footprint, balanced mix of OEM and aftermarket business and deep global customer relationships helped offset temporary demand weakness in selected geographies.

Regional Trends Highlight JOST’s Balanced Exposure

Performance varied significantly across regions, reflecting different economic and industry cycles:

Europe remained the company’s strongest platform, supported by solid trailer demand, resilient aftermarket activity and continued adoption of JOST’s safety technologies.

North America experienced a softer market environment, particularly on the truck-OEM side, where destocking and lower Class 8 build rates weighed on volumes.

Asia and emerging markets provided selective growth impulses, particularly in India and Southeast Asia, where infrastructure spending and demand for agricultural machinery supported order patterns.

Agricultural Solutions remained a relative outperformer, benefiting from structurally high demand for modern farming equipment and increasingly sophisticated coupling and hydraulic systems.

This strategic balance across regions and segments is a key advantage for JOST Werke SE. It not only cushions against cyclical fluctuations but also paves the way for long-term growth, instilling confidence in our investors and stakeholders.

Operational Discipline Supports Profitability

Throughout the period, JOST’s operational discipline was a consistent theme, ensuring strong financial management and cost control.

JOST maintained strong cost control, optimised working capital, and continued to realise efficiency gains from prior footprint adjustments and automation investments.

In addition, the company benefitted from a healthier product mix with a larger share of value-added systems and electronically controlled components — areas where JOST enjoys strong pricing, margin resilience and technological leadership.

The combination of disciplined execution and portfolio quality supported robust EBIT margins despite softer top-line momentum in individual markets.

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Company Presentation: https://seat11a.com/investor-relations-company-presentation/ 

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ 

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ 

ESG Presentation: https://seat11a.com/investor-relations-esg/ 

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