Ferrari reported strong Q2 2026 results, exceeding analyst expectations for revenue and EPS, driven by increased personalization and a richer sports-car mix. The company subsequently raised its full-year 2026 revenue and EPS guidance, indicating continued robust demand for its luxury vehicles and customization options.
Ferrari delivered a strong second quarter, surpassing analyst estimates for both revenue and earnings per share. This positive performance was primarily fueled by a strategic shift towards higher-value models and a significant increase in customer personalization, which now accounts for over 20% of cars and spare-parts revenue. The company's ability to extract more value from scarce, low-volume cars, even as total shipments declined, demonstrates strong pricing power and brand loyalty. This success led Ferrari to raise its full-year 2026 guidance, signaling continued confidence in its market position and product strategy, which is a significant positive for investors in the short and long term.