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Euro Spend '25: Transport & Mobility Systems
4 tickers · $71.21B total market cap
Group: Euro Spend
Europe is prioritizing transport infrastructure and mobility systems modernization as part of its reindustrialization and decarbonization agendas, with rail, freight, and next-gen logistics platforms positioned to absorb large-scale public investment.
Euro Spend '25: Transport & Mobility Systems tracks 4 publicly listed stocks in this theme: ALO.PA, DTG.XETRA, KBX.XETRA, TKA.XETRA. See the constituent table for details.
Thesis update: 2025-04-08
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Daimler Truck Holding AGDTG.XETRA | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 0.94% | -0.14% | -0.80% | -5.97% | $35.57B | 25.0000 |
Knorr-Bremse AGKBX.XETRA | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 8.25% | 0.50% | -11.20% | -2.06% | $18.94B | 25.0000 |
Alstom S.A.ALO.PA | 05/13/2026 (BMO) | 05/13/2026 (BMO) | 6.70% | 4.97% | -25.42% | -5.35% | $9.11B | 25.0000 |
thyssenkrupp AGTKA.XETRA | 05/12/2026 (BMO) | 05/12/2026 (BMO) | -14.03% | 0.45% | -3.15% | 0.20% | $7.59B | 25.0000 |
| Average | 0.46% | 1.45% | -10.14% | -3.29% | $17.80B | 25.0000 | ||
| Median | 3.82% | 0.48% | -7.18% | -3.71% | $14.02B | 25.0000 | ||
| Std Dev | 8.80% | 2.05% | 9.63% | 2.50% | $11.15B | 0.0% | ||
| Min | -14.03% | -0.14% | -25.42% | -5.97% | $7.59B | 25.0000 | ||
| Max | 8.25% | 4.97% | -0.80% | 0.20% | $35.57B | 25.0000 | ||
| % Positive Tickers | 75.00% | 75.00% | 0.00% | 25.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.