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Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.46Last Year’s EPS
0.44Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely constructive operational and financial picture: a beat on EBITDA, continued margin expansion (notably a strong Deco margin performance), progress on industrial transformation and portfolio optimization, strengthened liquidity and clear pricing actions to mitigate raw material inflation. Key challenges include a reported revenue decline driven by disposals and FX, soft volumes and mix in Coatings (particularly in North America and Europe), expected high-teens raw material inflation and seasonal negative free cash flow. Management emphasized disciplined pricing, cost actions and balance-sheet preparedness, and merger integration with Axalta is progressing on schedule.Company Guidance
EBITDA Beat and Margin Expansion
Q1 adjusted EBITDA of EUR 345 million, 7% ahead of consensus (EUR 323 million). Adjusted EBITDA margin rose to 14.5%, up 80 bps year-on-year, marking the fourth consecutive quarter of margin expansion.
Adjusted EBITDA Growth at Comparable Scope
Group adjusted EBITDA increased 7% at comparable scope (excluding India disposal and in constant currencies), reflecting improved underlying profitability.
Deco Strong Performance and Margin Improvement
Deco delivered strong price/mix of 2% and grew volumes in Asia and South America. Deco margin expanded ~300 bps in Q1, driven by pricing and structural cost savings.
Industrial Transformation Progress
Industrial transformation on track for completion by year-end: 3 additional site closures in Q1, 15 sites closed since program inception, targeting further closures (>18 total implied) and EUR 90 million net savings contributing to the EUR 100 million step-up.
Portfolio Optimization Momentum (Deco Asia)
Signed sale of Deco Pakistan for ~EUR 50 million at ~14x EBITDA; highlights value of Deco assets and supports ongoing Deco Asia review (India already divested).
Liquidity and Balance Sheet Actions
Issued EUR 1.1 billion dual-tranche bond in March, extending maturities and reinforcing liquidity ahead of proposed Axalta merger; leverage maintained at ~2x.
Free Cash Flow and Working Capital Improvement
Free cash flow improved by EUR 39 million year-on-year to -EUR 144 million (Q1 seasonal inventory build). Working capital ended the quarter at 16.8%, 20 bps below prior year.
Merger Execution Progress with Axalta
Merger preparations progressing as planned: PCAOB audit complete, confidential F-4 filed end-March, EGM expected early July, regulatory dialogues active; closing on track for end-2026/early-2027.
AKZOY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AKZOY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | $19.95 | $20.41 | +2.28% |
Feb 03, 2026 | $22.72 | $21.88 | -3.71% |
Oct 22, 2025 | $22.96 | $22.76 | -0.86% |
Jul 22, 2025 | $22.47 | $21.75 | -3.19% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Akzo Nobel (AKZOY) report earnings?
Akzo Nobel (AKZOY) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is Akzo Nobel (AKZOY) earnings time?
Akzo Nobel (AKZOY) earnings time is at Jul 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AKZOY EPS forecast?
AKZOY EPS forecast for the fiscal quarter 2026 (Q2) is 0.46.