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Continental AG

Quarterly Report May 6, 2025

83_rns_2025-05-06_8e95779f-64b3-4f17-a031-33bcb23e4e09.pdf

Quarterly Report

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Quarterly Statement as at March 31, 2025

Continental Makes a Solid Start to the Year

Following the Supervisory Board's resolution on March 12, 2025, the spin-off of the Automotive and Contract Manufacturing group sectors is scheduled to take place later this year. This has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations, and thus to the presentation of continuing and discontinued operations. In accordance with this standard, the Continental Group has ceased depreciation on discontinued operations, which had a positive effect totaling €55 million on the operating result in the first quarter of 2025. In this statement, the Continental Group is considered in its entirety as the sum of continuing and discontinued operations.

  • › Consolidated sales of €9.7 billion (Q1 2024: €9.8 billion, -0.8 percent)
  • › Adjusted EBIT of €639 million (Q1 2024: €201 million, +217.9 percent)
  • › Adjusted EBIT margin of 6.6 percent (Q1 2024: 2.1 percent)
  • › Net income of €68 million (Q1 2024: -€53 million, +227.3 percent)
  • › Adjusted free cash flow of -€304 million (Q1 2024: -€1.1 billion, +72.0 percent)
  • › Spin-off of Automotive and Contract Manufacturing group sectors as Aumovio planned for September 2025
  • › Outlook for fiscal 2025 takes into account spin-off

Continental made a solid start to the year. As expected, its first quarter of 2025 was significantly better than its first quarter of 2024. Despite declining automotive production in Europe and North America, the Automotive group sector achieved significantly higher earnings year-on-year. Tires also recorded a strong improvement in earnings in the first quarter. ContiTech posted an adjusted operating result roughly on a par with the previous year despite weak industrial demand. Geopolitical tensions and the potential impact of trade restrictions are causing a high degree of uncertainty about global economic development in the current fiscal year.

Global automotive production slightly higher year-on-year

In the first quarter of 2025, the global production of passenger cars and light commercial vehicles was slightly higher year-on-year, increasing by around 1 percent to 21.7 million units (Q1 2024: 21.4 million units). In Europe, however, automotive production declined significantly by 7 percent year-on-year to around 4.2 million units. The trend in North America was similar, with a decline of 5 percent to 3.8 million vehicles. China, by contrast, recorded an increase of more than 11 percent to 6.9 million units. Weighted for regional sales of the Automotive group sector, global automotive production was therefore down 3 percent.

Consolidated sales in the first quarter of €9.7 billion; adjusted EBIT margin significantly increased

In the first quarter of 2025, Continental achieved consolidated sales of €9.7 billion (Q1 2024: €9.8 billion, -0.8 percent). Its adjusted operating result increased to €639 million (Q1 2024: €201 million, +217.9 percent), corresponding to an adjusted EBIT margin of 6.6 percent (Q1 2024: 2.1 percent). The cessation of depreciation in accordance with IFRS 5 led to an improvement in the adjusted EBIT margin of around 0.6 percentage points. Net income attributable to the shareholders of the parent in the first quarter amounted to €68 million (Q1 2024: -€53 million, +227.3 percent). Adjusted free cash flow was significantly higher than in the previous year but, due to the seasonal nature of the business, was still negative at -€304 million (Q1 2024: -€1.1 billion, +72.0 percent).

Development of the group sectors

In a difficult market environment, sales in the Automotive group sector fell by just 1.2 percent to €4.8 billion (Q1 2024: €4.8 billion) and thus remained largely stable. The adjusted EBIT margin increased significantly to 2.8 percent (Q1 2024: -4.0 percent). This was due in large part to the rigorous implementation of measures to reduce costs, sustained price adjustments and the cessation of depreciation in accordance with IFRS 5, which led to an improvement in the adjusted EBIT margin of around 1.2 percentage points. In the past quarter, Continental received major orders for radar sensors from North American customers with a combined volume of around €1.5 billion. In total, the Automotive group sector recorded an order intake of around €5.8 billion in the first quarter of 2025.

The Tires group sector generated sales of €3.4 billion (Q1 2024: €3.3 billion, +3.7 percent). At 13.4 percent, its adjusted EBIT margin was significantly higher than in the previous year (Q1 2024: 11.7 percent). This was primarily due to a good start to the year in the replacementtire business in all regions.

In a challenging market environment, the ContiTech group sector posted sales of €1.5 billion (Q1 2024: €1.6 billion, -6.7 percent) and an adjusted EBIT margin of 5.4 percent (Q1 2024: 5.3 percent) in the first quarter. Its earnings margin was thus on a par with the previous year despite the market situation. Continental expects earnings to improve in the course of the year due to the measures taken to reduce costs and an anticipated increase in industrial demand in the second half of 2025.

Sales in the Contract Manufacturing group sector were €50 million in the first quarter of 2025 (Q1 2024: €80 million), and the adjusted EBIT margin was 9.3 percent (Q1 2024: 1.0 percent). Here too, the cessation of depreciation in accordance with IFRS 5 had a positive effect. Without this effect, Contract Manufacturing's adjusted EBIT margin would have been around 0.9 percentage points lower.

Outlook for fiscal 2025 takes into account spin-off of future company Aumovio

Due to global trade barriers, Continental expects the global production of passenger cars and light commercial vehicles in 2025 to be slightly below the previous year (-3 to -1 percent), with a negative development expected in its core markets of North America (-10 to -8 percent) and Europe (-5 to -3 percent). The outlook for global vehicle production takes into account the current tense geopolitical situation, global trade barriers and their expected impact on production volumes in 2025.

However, the potential significant impact of these developments on key financial figures cannot currently be quantified and is therefore not taken into account.

The Supervisory Board's resolution on March 12, 2025, to spin off the Automotive and Contract Manufacturing group sectors has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations, and thus to the presentation of continuing and discontinued operations. Continental has adjusted its outlook for the current fiscal year based on the applicable regulatory requirements and taking into account the planned spin-off. Changes to key figures are due to the new structure of the forecast as a result of the realignment, but continue to refer to fiscal 2025 as a whole.

Based on the above assumptions as well as average exchange rates in the first quarter, we expect the following key figures.

› For continuing operations:

  • › We expect the Continental Group to achieve sales in the range of around €19.5 billion to €21.0 billion and an adjusted EBIT margin of around 10.5 to 11.5 percent.
  • › We expect our Tires group sector to achieve sales of around €13.5 billion to €14.5 billion and an adjusted EBIT margin of around 13.3 to 14.3 percent.
  • › We expect our ContiTech group sector to achieve sales of around €6.3 billion to €6.8 billion and an adjusted EBIT margin of around 6.0 to 7.0 percent.
  • › Consolidated amortization from purchase price allocations is expected to be around €50 million and affect mainly the ContiTech group sector.
  • › In addition, we expect negative special effects of around €350 million.
  • › In 2025, we expect the negative financial result to be around €300 million before effects from currency translation, effects from changes in the fair value of derivative instruments, and other valuation effects.
  • › The tax rate is expected to be around 27 percent.
  • › The capital expenditure ratio is expected to be around 6.0 percent of sales in fiscal 2025.
  • › In 2025, we are planning on adjusted free cash flow of approximately €0.6 billion to €1.0 billion.

› For discontinued operations:

  • › For the Automotive group sector, we expect sales of around €18.0 billion to €20.0 billion and an adjusted EBIT margin of around 2.5 to 4.0 percent, operationally unchanged and excluding the effects of IFRS 5.
  • › For the Contract Manufacturing group sector, we expect sales of around €100 million to €200 million and an adjusted EBIT margin of around 0 percent, operationally unchanged and excluding the effects of IFRS 5.

Key Figures for the Continental Group

The upcoming spin-off of the Automotive and Contract Manufacturing group sectors has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations. These parts represent discontinued operations.

The following table shows the figures for the Continental Group as a whole, consisting of continuing and discontinued operations, in the reporting and comparative periods.

Continuing and discontinued operations

€ millions January 1 to March 31
2025 2024
Sales 9,709 9,788
EBITDA 837 661
in % of sales 8.6 6.8
EBIT 340 118
in % of sales 3.5 1.2
Net income attributable to the shareholders of the parent 68 –53
Basic earnings per share in € 0.34 –0.27
Diluted earnings per share in € 0.34 –0.27
Research and development expenses (net) 849 825
in % of sales 8.7 8.4
Depreciation and amortization1 497 543
thereof impairment2 12 4
Capital expenditure3 386 432
in % of sales 4.0 4.4
Operating assets as at March 31 19,507 20,163
Number of employees as at March 314 186,574 200,888
Adjusted sales5 9,707 9,763
Adjusted operating result (adjusted EBIT)6 639 201
in % of adjusted sales 6.6 2.1
Free cash flow –304 –1,083
Net indebtedness as at March 31 4,058 5,205
Gearing ratio in % 27.4 36.4

1 Excluding impairment on financial investments.

2 Impairment also includes necessary reversals of impairment losses.

3 Capital expenditure on property, plant and equipment, and software.

4 Excluding trainees.

5 Before changes in the scope of consolidation.

The following table shows the figures for continuing operations in the reporting and comparative periods.

Continuing operations

€ millions January 1 to March 31
2025 2024
Sales 4,905 4,899
EBITDA 689 639
in % of sales 14.0 13.0
EBIT 412 365
in % of sales 8.4 7.5
Research and development expenses (net) 145 136
in % of sales 3.0 2.8
Depreciation and amortization1 278 273
thereof impairment2 1
Capital expenditure3 232 201
in % of sales 4.7 4.1
Number of employees as at March 314 96,426 99,165
Adjusted sales5 4,904 4,874
Adjusted operating result (adjusted EBIT)6 497 398
in % of adjusted sales 10.1 8.2
Free cash flow –215 –620

1 Excluding impairment on financial investments.

2 Impairment also includes necessary reversals of impairment losses.

3 Capital expenditure on property, plant and equipment, and software.

4 Excluding trainees.

5 Before changes in the scope of consolidation.

Key Figures for the Group Sectors

The upcoming spin-off of the Automotive and Contract Manufacturing group sectors has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations. These parts represent discontinued operations.

The tables on the key figures for the group sectors show discontinued operations for Automotive and Contract Manufacturing and continuing operations for Tires and ContiTech in the reporting and comparative periods. In preparation for the spin-off, certain business activities have been transferred from Automotive and Contract Manufacturing to the Tires and ContiTech group sectors and to the holding company. The comparative period has been adjusted accordingly.

Automotive in € millions January 1 to March 31
2025 2024
Sales 4,757 4,813
EBITDA 143 18
in % of sales 3.0 0.4
EBIT –75 –248
in % of sales –1.6 –5.1
Research and development expenses (net) 704 689
in % of sales 14.8 14.3
Depreciation and amortization1 218 266
thereof impairment2 12 3
Capital expenditure3 153 230
in % of sales 3.2 4.8
Operating assets as at March 31 8,434 9,029
Number of employees as at March 314 89,822 100,796
Adjusted sales5 4,757 4,789
Adjusted operating result (adjusted EBIT)6 132 –194
in % of adjusted sales 2.8 –4.0

1 Excluding impairment on financial investments.

2 Impairment also includes necessary reversals of impairment losses.

3 Capital expenditure on property, plant and equipment, and software.

4 Excluding trainees.

5 Before changes in the scope of consolidation.

Tires in € millions January 1 to March 31
2025 2024
Sales 3,412 3,290
EBITDA 650 570
in % of sales 19.1 17.3
EBIT 449 374
in % of sales 13.2 11.4
Research and development expenses (net) 92 88
in % of sales 2.7 2.7
Depreciation and amortization1 201 195
thereof impairment2 1
Capital expenditure3 180 139
in % of sales 5.3 4.2
Operating assets as at March 31 7,717 7,452
Number of employees as at March 314 57,123 56,470
Adjusted sales5 3,412 3,289
Adjusted operating result (adjusted EBIT)6 457 386
in % of adjusted sales 13.4 11.7
ContiTech in € millions January 1 to March 31
2025 2024
Sales 1,537 1,648
EBITDA 82
147
in % of sales 5.3
8.9
EBIT 8
72
in % of sales 0.5
4.4
Research and development expenses (net) 53
49
in % of sales 3.5
3.0
Depreciation and amortization1 73
75
thereof impairment2
Capital expenditure3 51
57
in % of sales 3.3
3.5
Operating assets as at March 31 3,018 3,247
Number of employees as at March 314 38,384 41,759
Adjusted sales5 1,535 1,648
Adjusted operating result (adjusted EBIT)6 82
88
in % of adjusted sales 5.4
5.3

1 Excluding impairment on financial investments.

2 Impairment also includes necessary reversals of impairment losses.

3 Capital expenditure on property, plant and equipment, and software.

4 Excluding trainees.

5 Before changes in the scope of consolidation.

Contract Manufacturing in € millions January 1 to March 31
2025 2024
Sales 50 80
EBITDA 6 4
in % of sales 12.5 5.5
EBIT 5 1
in % of sales 9.3 1.0
Research and development expenses (net) 0 0
in % of sales 0.0 0.0
Depreciation and amortization1 2 4
thereof impairment2 0
Capital expenditure3 0 1
in % of sales 0.9 1.0
Operating assets as at March 31 49 321
Number of employees as at March 314 569 1,075
Adjusted sales5 50 80
Adjusted operating result (adjusted EBIT)6 5 1
in % of adjusted sales 9.3 1.0

1 Excluding impairment on financial investments.

2 Impairment also includes necessary reversals of impairment losses.

3 Capital expenditure on property, plant and equipment, and software.

4 Excluding trainees.

5 Before changes in the scope of consolidation.

Consolidated Statement of Income

This quarterly statement was prepared in accordance with the accounting and measurement methods described in the IFRS® Accounting Standards (IFRS) applicable at the end of the reporting period and endorsed by the European Union.

The upcoming spin-off of the Automotive and Contract Manufacturing segments has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations. These parts represent discontinued operations.

The individual lines of the consolidated statement of income show the figures for continuing operations in the reporting and comparative periods. Net income comprises earnings after tax from continuing and discontinued operations.

€ millions January 1 to March 31
2025 2024
Sales 4,905 4,899
Cost of sales –3,621 –3,666
Gross margin on sales 1,284 1,233
Research and development expenses –149 –142
Selling and logistics expenses –471 –475
Administrative expenses –242 –238
Other income 81 60
Other expenses –93 –75
Income from equity-accounted investees 1 1
Other income from investments
EBIT 412 365
Interest income 19 15
Interest expense –80 –85
Effects from currency translation –50 11
Effects from changes in the fair value of derivative instruments, and other valuation effects 42 –12
Financial result –69 –71
Earnings before tax from continuing operations 342 294
Income tax expense –136 –81
Earnings after tax from continuing operations 207 213
Earnings after tax from discontinued operations –136 –264
Net income 71 –51
Non-controlling interests –3 –2
Net income attributable to the shareholders of the parent 68 –53
Earnings per share (in €) related to
Basic earnings per share from continuing operations 1.06 1.06
Consolidated basic earnings per share 0.34 –0.27
Diluted earnings per share from continuing operations 1.06 1.06
Consolidated diluted earnings per share 0.34 –0.27

Consolidated Statement of Comprehensive Income

The upcoming spin-off of the Automotive and Contract Manufacturing segments has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations. These parts represent discontinued operations.

The individual lines of the consolidated statement of comprehensive income show the figures for the Continental Group as a whole in the reporting and comparative periods. In addition, comprehensive income is broken down into continuing and discontinued operations.

€ millions January 1 to March 31
2025 2024
Net income 71 –51
Items that will not be reclassified to profit or loss
Remeasurement of defined benefit plans1 352 129
Fair value adjustments1 341 137
Currency translation1 11 –8
Other investments 0 0
Fair value adjustments1 0 1
Currency translation1 1 0
Tax on other comprehensive income –96 –40
Items that may be reclassified subsequently to profit or loss
Currency translation1 –314 159
Effects from currency translation1 –324 159
Reclassification adjustments to profit or loss 10 0
Other comprehensive income –58 248
Comprehensive income 13 197
Attributable to non-controlling interests 4 4
Attributable to the shareholders of the parent 17 201
The share of comprehensive income attributable to the shareholders of the parent is as follows:
Continuing operations –192 380
Discontinued operations 209 –179

1 Including non-controlling interests.

Consolidated Statement of Financial Position

The upcoming spin-off of the Automotive and Contract Manufacturing segments has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations. These parts represent discontinued operations.

The assets of discontinued operations are shown under assets held for sale in the reporting period. The liabilities of discontinued operations are shown under liabilities held for sale in the reporting period. The figures for comparative periods have not been adjusted.

Assets

€ millions March 31, 2025 Dec. 31, 2024 March 31, 2024
Goodwill 1,013 3,165 3,195
Other intangible assets 188 619 785
Property, plant and equipment 6,390 11,798 11,700
Investment property 9 11 11
Investments in equity-accounted investees 103 326 309
Other investments 22 108 119
Deferred tax assets 767 2,523 2,599
Defined benefit assets 54 114 115
Long-term derivative instruments and interest-bearing investments 78 81 101
Long-term other financial assets 67 252 266
Long-term other assets 7 19 24
Non-current assets 8,697 19,016 19,224
Inventories 3,661 6,113 6,447
Trade accounts receivable 3,815 7,104 7,829
Short-term contract assets 34 128 116
Short-term other financial assets 70 128 123
Short-term other assets 619 1,077 1,172
Income tax receivables 163 285 381
Short-term derivative instruments and interest-bearing investments 148 151 132
Cash and cash equivalents 1,673 2,966 2,349
Assets held for sale 18,478 11
Current assets 28,661 17,950 18,560
Total assets 37,358 36,966 37,784

Equity and liabilities

€ millions March 31, 2025 Dec. 31, 2024 March 31, 2024
Subscribed capital 512 512 512
Capital reserves 4,156 4,156 4,156
Retained earnings 11,552 11,485 10,714
Other comprehensive income –1,853 –1,801 –1,505
Equity attributable to the shareholders of the parent 14,367 14,351 13,877
Non-controlling interests 433 447 436
Total equity 14,800 14,798 14,313
Long-term employee benefits 1,267 3,116 3,035
Deferred tax liabilities 84 97 90
Long-term provisions for other risks and obligations 170 522 671
Long-term indebtedness 4,001 4,112 4,609
Long-term other financial liabilities 8 8 9
Long-term contract liabilities 1 22 6
Long-term other liabilities 8 23 27
Non-current liabilities 5,539 7,899 8,446
Short-term employee benefits 795 1,380 1,623
Trade accounts payable 2,656 6,471 6,585
Short-term contract liabilities 45 198 174
Income tax payables 666 531 571
Short-term provisions for other risks and obligations 293 964 1,062
Short-term indebtedness 2,616 2,797 3,177
Short-term other financial liabilities 534 1,249 1,049
Short-term other liabilities 410 679 783
Liabilities held for sale 9,005
Current liabilities 17,020 14,269 15,025
Total equity and liabilities 37,358 36,966 37,784

Consolidated Statement of Cash Flows

The upcoming spin-off of the Automotive and Contract Manufacturing segments has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations. These parts represent discontinued operations.

The individual lines of the consolidated statement of cash flows show the figures for continuing operations in the reporting and comparative periods. In addition, the subtotals for cash flow arising from operating activities, cash flow arising from investment activities, cash flow arising from financing activities and cash flow before financing activities (free cash flow) for the Continental Group are broken down into continuing and discontinued operations. This results in greater transparency for fiscal 2025 and its comparative period compared with the last presentation of discontinued operations in accordance with IFRS 5, Non-current Assets Held for Sale and Discontinued Operations, in fiscal 2021.

January 1 to March 31
€ millions 2025 2024
Earnings after tax from continuing operations 207 213
Income tax expense 136 81
Financial result 69 71
EBIT 412 365
Interest paid –57 –82
Interest received 21 18
Income tax paid –89 –103
Dividends received 0 0
Depreciation, amortization, impairment and reversal of impairment losses 278 273
Income from equity-accounted investees and other investments, incl. impairment and reversal of impairment losses –1 –1
Gains/losses from the disposal of assets, companies and business operations –1 2
Changes in
inventories –192 –30
trade accounts receivable –268 –266
trade accounts payable –182 –156
employee benefits and other provisions 150 33
other assets and liabilities1 as well as other non-cash effects –95 –510
Cash flow arising from operating activities – continuing operations –23 –456
Cash flow arising from operating activities – discontinued operations 45 –255
Cash flow arising from operating activities 22 –712
Capital expenditure on property, plant and equipment, and software –193 –169
Capital expenditure on intangible assets from development projects and miscellaneous –2 0
Disposal of property, plant and equipment, and intangible assets 3 1
Acquisition of companies and business operations 0 0
Disposal of companies and business operations 1 4
Cash flow arising from investing activities – continuing operations –192 –164
Cash flow arising from investing activities – discontinued operations –134 –207
Cash flow arising from investing activities –326 –371

1 The figure for the comparative period mainly includes the cash outflow from the payment of €476 million for the shares in ContiTech AG (now operating under the name ContiTech Deutschland GmbH) acquired in 2022. The addition to plan assets in 2022, which was netted with the associated obligations to employees, was offset by a liability that was paid out in the first half of 2024 (please refer to Notes 29 and 34 to the consolidated financial statements in the 2022 annual report). As changes in employee benefits are allocated to cash flow arising from operating activities in the statement of cash flows, the payment of the liability was also allocated to this item and presented in changes to other assets and liabilities and other non-cash effects.

January 1 to March 31
€ millions 2025 2024
Cash flow before financing activities (free cash flow) – continuing operations –215 –620
Cash flow before financing activities (free cash flow) – discontinued operations –88 –462
Cash flow before financing activities (free cash flow) –304 –1,083
Issuance of bonds
Redemption of bonds
Repayment of lease liabilities –55 –52
Change in other indebtedness 337 597
Change in derivative instruments and interest-bearing investments –14 –36
Other cash changes –4 –2
Dividends paid
Dividends paid to and cash changes from equity transactions with non-controlling interests –2 –1
Cash flow arising from financing activities – continuing operations 262 506
Cash flow arising from financing activities – discontinued operations –21 –6
Cash flow arising from financing activities 241 499
Change in cash and cash equivalents –63 –584
Cash and cash equivalents at the beginning of the reporting period 2,966 2,923
Addition of cash and cash equivalents from the first-time consolidation of subsidiaries 0
Effect of exchange-rate changes on cash and cash equivalents –52 9
Cash and cash equivalents at the end of the reporting period 2,851 2,349
Less cash and cash equivalents – discontinued operations –1,178
Cash and cash equivalents at the end of the reporting period – continuing operations 1,673 2,349

Consolidated Statement of Changes in Equity

Difference from
€ millions Subscribed
capital1
Capital
reserves
Retained
earnings
Successive
purchases2
remeasurement
of defined
benefit plans
currency
translation
financial
instruments3
Total Non
controlling
interests
Total
As at January 1, 2024 512 4,156 10,767 –311 –993 –456 1 13,676 449 14,125
Net income –53 –53 2 –51
Other comprehensive income 91 164 –2 254 –6 248
Net profit for the period –53 91 164 –2 201 –4 197
Dividends paid/resolved –9 –9
As at March 31, 2024 512 4,156 10,714 –311 –902 –292 –1 13,877 436 14,313
As at January 1, 2025 512 4,156 11,485 –312 –898 –594 2 14,351 447 14,798
Net income 68 68 3 71
Other comprehensive income 258 –307 –1 –51 –7 –58
Net profit for the period 68 258 –307 –1 17 –4 13
Dividends paid/resolved –11 –11
Other changes4 –1 –1 0 –1
As at March 31, 2025 512 4,156 11,552 –313 –640 –901 1 14,367 433 14,800

1 Divided into 200,005,983 (PY: 200,005,983) outstanding shares with dividend and voting rights.

2 Includes an amount of -€1 million relating to effects from the first-time consolidation of previously non-consolidated subsidiaries.

3 The change in the difference arising from financial instruments, including deferred taxes, was due to other investments of -€1 million (PY: -€2 million).

4 Other changes in non-controlling interests due to changes in the scope of consolidation and capital increases.

Segment Reporting

The upcoming spin-off of the Automotive and Contract Manufacturing segments has resulted in the application of IFRS 5, Non-current Assets Held for Sale and Discontinued Operations. These parts represent discontinued operations.

All segment reporting tables show discontinued operations for Automotive and Contract Manufacturing and continuing operations for Tires and ContiTech in the reporting and comparative periods. In preparation for the spin-off, certain business activities have been transferred from Automotive and Contract Manufacturing to the Tires and ContiTech segments and to the holding company. The comparative period has been adjusted accordingly.

Segment report from January 1 to March 31, 2025

€ millions Automotive Tires ContiTech Contract
Manufacturing
Other/
Holding/
Consolidation
Continental
Group
External sales 4,754 3,396 1,509 49 9,709
Intercompany sales 3 16 28 0 –46
Sales (total) 4,757 3,412 1,537 50 –46 9,709
EBIT (segment result) –75 449 8 5 –47 340
in % of sales –1.6 13.2 0.5 9.3 3.5
Depreciation and amortization1 218 201 73 2 3 497
thereof impairment2 12 0 12
Capital expenditure3 153 180 51 0 2 386
in % of sales 3.2 5.3 3.3 0.9 4.0
Operating assets as at March 31 8,434 7,717 3,018 49 289 19,507
Number of employees as at March 314 89,822 57,123 38,384 569 676 186,574
Adjusted sales5 4,757 3,412 1,535 50 –46 9,707
Adjusted operating result (adjusted EBIT)6 132 457 82 5 –36 639
in % of adjusted sales 2.8 13.4 5.4 9.3 6.6

1 Excluding impairment on financial investments.

2 Impairment also includes necessary reversals of impairment losses.

3 Capital expenditure on property, plant and equipment, and software.

4 Excluding trainees.

5 Before changes in the scope of consolidation.

Segment report from January 1 to March 31, 2024

€ millions Automotive Tires ContiTech Contract
Manufacturing
Other/
Holding/
Consolidation
Continental
Group
External sales 4,809 3,274 1,625 80 9,788
Intercompany sales 4 16 23 0 –43
Sales (total) 4,813 3,290 1,648 80 –43 9,788
EBIT (segment result) –248 374 72 1 –81 118
in % of sales –5.1 11.4 4.4 1.0 1.2
Depreciation and amortization1 266 195 75 4 3 543
thereof impairment2 3 1 4
Capital expenditure3 230 139 57 1 5 432
in % of sales 4.8 4.2 3.5 1.0 4.4
Operating assets as at March 31 9,029 7,452 3,247 321 113 20,163
Number of employees as at March 314 100,796 56,470 41,759 1,075 788 200,888
Adjusted sales5 4,789 3,289 1,648 80 –43 9,763
Adjusted operating result (adjusted EBIT)6 –194 386 88 1 –80 201
in % of adjusted sales –4.0 11.7 5.3 1.0 2.1

1 Excluding impairment on financial investments.

2 Impairment also includes necessary reversals of impairment losses.

3 Capital expenditure on property, plant and equipment, and software.

4 Excluding trainees.

5 Before changes in the scope of consolidation.

6 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects.

Reconciliation of consolidated sales and EBIT, in accordance with segment reporting, to sales and EBIT from continuing operations, in accordance with the consolidated statement of income

January 1 to March 31
Mio € 2025 2024
Consolidated sales (total) in accordance with segment reporting 9,709 9,788
Sales from discontinued operations 4,803 4,889
Sales from continuing operations in accordance with the consolidated statement of income 4,905 4,899
Consolidated EBIT in accordance with segment reporting 340 118
EBIT from discontinued operations –72 –247
EBIT from continuing operations in accordance with the consolidated statement of income 412 365

Presentation of consolidated operating assets of continuing and discontinued operations in accordance with segment reporting

€ millions March 31, 2025
Consolidated operating assets as at March 31 in accordance with segment reporting 19,507
Operating assets as at March 31 from discontinued operations 8,479
Operating assets as at March 31 from continuing operations 11,027

Reconciliation of sales to adjusted sales and of EBITDA to adjusted operating result (adjusted EBIT) from January 1 to March 31, 2025

€ millions Automotive Tires ContiTech Contract
Manufacturing
Other/
Holding/
Consolidation
Continental
Group
Sales 4,757 3,412 1,537 50 –46 9,709
Changes in the scope of consolidation1 –1 –1
Adjusted sales 4,757 3,412 1,535 50 –46 9,707
EBITDA 143 650 82 6 –44 837
Depreciation and amortization2 –218 –201 –73 –2 –3 –497
EBIT –75 449 8 5 –47 340
Amortization of intangible assets from
purchase price allocation (PPA)
8 1 12 22
Changes in the scope of consolidation1 0 0 0 0
Special effects
Impairment on goodwill
Impairment3 0 0 0
Restructuring4 180 3 49 0 1 233
Restructuring-related expenses 7 1 1 0 9
Severance payments 12 2 7 0 0 22
Gains and losses from disposals of
companies and business operations
Other5 0 6 9 15
Adjusted operating result (adjusted EBIT) 132 457 82 5 –36 639

1 Changes in the scope of consolidation include additions and disposals as part of share and asset deals. Adjustments are made for additions in the reporting year and for disposals in the comparative period of the prior year.

2 Excluding impairment on financial investments.

3 Impairment also includes necessary reversals of impairment losses. It does not include impairment that arose in connection with a restructuring and impairment on financial investments and goodwill.

4 Includes restructuring-related impairment losses in the Automotive segment of €12 million.

5 Mainly includes expenses in connection with the planned spin-off of the Automotive and Contract Manufacturing segments and the plans to make the Original Equipment Solutions business area organizationally independent.

Reconciliation of sales to adjusted sales and of EBITDA to adjusted operating result (adjusted EBIT) from January 1 to March 31, 2024

€ millions Automotive Tires ContiTech Contract
Manufacturing
Other/
Holding/
Consolidation
Continental
Group
Sales 4,813 3,290 1,648 80 –43 9,788
Changes in the scope of consolidation1 –24 –1 –25
Adjusted sales 4,789 3,289 1,648 80 –43 9,763
EBITDA 18 570 147 4 –78 661
Depreciation and amortization2 –266 –195 –75 –4 –3 –543
EBIT –248 374 72 1 –81 118
Amortization of intangible assets from
purchase price allocation (PPA)
14 1 12 28
Changes in the scope of consolidation1 4 0 1 0 5
Special effects
Impairment on goodwill
Impairment3 2 2
Restructuring4 24 1 –4 20
Restructuring-related expenses 4 5 0 9
Severance payments 7 2 3 0 1 13
Gains and losses from disposals of
companies and business operations
3 3
Other 3 3
Adjusted operating result (adjusted EBIT) –194 386 88 1 –80 201

1 Changes in the scope of consolidation include additions and disposals as part of share and asset deals. Adjustments are made for additions in the reporting year and for disposals in the comparative period of the prior year.

2 Excluding impairment on financial investments.

3 Impairment also includes necessary reversals of impairment losses. It does not include impairment that arose in connection with a restructuring and impairment on financial investments and goodwill.

4 Includes restructuring-related impairment losses totaling €2 million (Automotive €1 million; Tires €1 million).

Hanover, April 23, 2025

Continental Aktiengesellschaft The Executive Board

This quarterly statement has been prepared in euros. Unless otherwise stated, all amounts are shown in millions of euros (€ millions). Please note that differences may arise as a result of the use of rounded amounts and percentages.

Financial Calendar

March 4
March 4
April 25
May 6
August 5
November 6
2026
Annual Press Conference March
Analyst and Investor Conference Call March
Annual Shareholders' Meeting April 29
Quarterly Statement as at March 31, 2026 May
Half-Year Financial Report as at June 30, 2026 August
Quarterly Statement as at September 30, 2026 November

Publication Details

Continental Aktiengesellschaft Continental-Plaza 1 30175 Hanover, Germany Phone: +49 511 938-01 Fax: +49 511 938-81770

E-mail: [email protected] Commercial Register of the Hanover Local Court, HR B 3527

All financial reports are available online at: www.continental-ir.de

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