Ayvens reported a group net income of 273 million euros in the third quarter of 2025, marking an 85.9% increase from the previous year, according to a press release.
The group indicated that leasing and services margins reached 776 million euros, up 20.1% from 2024. Productive assets were recorded at 52.6 billion euros, showing a decrease of 1.0% compared to September 2024. The CET1 ratio was registered at 12.8% at the end of September 2025. Diluted earnings per share stood at 0.30 euro.
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Ayvens announced a share buyback program worth 360 million euros and the distribution of an exceptional dividend of 0.42 euro per share. The dividend will be detached on December 16 and paid on December 18, 2025. The board of directors approved these measures to align the CET1 ratio with the target set by the PowerUp26 strategy.
Challenges and Adjustments Ahead
While the agreement with the Lincoln consortium is expected to boost revenues in the fourth quarter, non-recurring charges could offset this positive effect. The group also noted a 3.1% decrease in the results from the sale of used cars and depreciation adjustments, which amounted to 75 million euros.
SectorServices financiers›Services de location et de leasing
Context
Period
Period: 3T 2025
Guidance from the release
delivering value to shareholders
Résultats solides : résultat net part du groupe 273 millions d’euros (+85,9 %), gross operating income 651 millions d’euros (+17,6 %) ; Leasing and Services margins 776 millions d’euros ; confirmation de l’intégration ALD LeasePlan et de la trajectoire de synergies ; programme de rachat de 360 millions d’euros et distribution totale annoncée 700 millions d’euros.
Risks mentioned
Évolution des earning assets : -1,0 % vs septembre 2024
Baisse des contrats de flotte : -3,7 % vs T3 2024
Cost of risk : 22 points de base
Net prospective depreciation : -80 millions d’euros
Opportunities identified
Objectif de synergies 2025 : 251 millions d’euros
Synergies réalisées depuis l’intégration : 104 millions d’euros
EV penetration (immatriculations passagers) élevée : 39 %
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