Compagnie Financiere Richemont (CFRUY)
OTHER OTC:CFRUY
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Earnings Data
Report Date
Nov 06, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.41Last Year’s EPS
0.35Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive performance: strong top‑line growth (EUR 22.4bn), clear outperformance from the Jewellery Maisons, robust cash generation (EUR 4.9bn operating cash flow) and a strong net cash position (EUR 8.5bn) plus an increased dividend. These positives were counterbalanced by notable margin headwinds — chiefly higher gold prices, U.S. duties (~EUR 200m), FX volatility and nonrecurring impairments — and weakness at the Specialist Watchmakers. On balance the strategic investments, cash strength and brand momentum materially outweigh the transitory cost and FX pressures.Company Guidance
Group sales growth
Sales reached EUR 22.4 billion, up 11% at constant exchange rates and 5% at actual exchange rates; Q4 sales up 13% at constant rates, with sequential acceleration in Asia Pacific, the Americas and Japan.
Jewellery Maisons outperformance
Jewellery Maisons sales EUR 16.5 billion, +14% at constant rates (+8% at actual rates); operating profit for Jewellery Maisons EUR 5.0 billion (+20% at constant rates, +3% at actual rates) with a strong operating margin of 30.5%.
Regional strength—Americas and Asia
Americas grew +17% (contributed ~25% of group sales) with double-digit growth throughout the year; Asia Pacific +8% (Asia Pacific represented 32% of group sales) and Japan +9% with Q4 Japan growth of +28%.
Robust cash generation and balance sheet
Cash flow from operating activities EUR 4.9 billion (+10% YoY), free cash flow EUR 2.8 billion (+EUR 0.6 billion YoY); net cash position EUR 8.5 billion (increase of EUR 239 million).
Shareholder returns increased
Board proposed total dividend CHF 4.30 per A share (or 10 B shares), comprised of ordinary dividend CHF 3.30 (+10% over prior year) and a special dividend CHF 1.00.
Selective investment in long-term growth and craftsmanship
Gross CapEx EUR 1.0 billion (4.6% of sales) focused >50% on retail upgrades and >25% on manufacturing expansion; continued investment in apprenticeships and creative/educational initiatives (LEcole des Arts Joailliers, Creative Academy).
Direct-to-client growth and channel mix
Retail (71% of sales) up 12%; online retail (6% of sales) up 8%; direct-to-client channels (DOOS + online) made up 77% of group sales, indicating strong retail execution and online resilience.
Operational discipline and communication efficiency
Net operating expenses broadly stable while sales grew, resulting in net operating expenses at 44.4% of sales (down 160 bps); communication spend decreased 5% in absolute terms (down 2% at constant rates) reflecting more efficient allocation.
Business simplification actions
Agreement announced for Damiani to acquire full ownership of Baume & Mercier; targeted store right‑sizing in China and selective network upgrades globally to improve quality of footprint.
CFRUY 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
CFRUY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 22, 2026 | $19.86 | $19.82 | -0.22% |
Nov 14, 2025 | $20.37 | $21.55 | +5.77% |
May 16, 2025 | $18.34 | $19.56 | +6.65% |
Nov 08, 2024 | $14.52 | $13.53 | -6.80% |
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 Compagnie Financiere Richemont (CFRUY) report earnings?
Compagnie Financiere Richemont (CFRUY) is schdueled to report earning on Nov 06, 2026, Before Open (Confirmed).
What is Compagnie Financiere Richemont (CFRUY) earnings time?
Compagnie Financiere Richemont (CFRUY) earnings time is at Nov 06, 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 CFRUY EPS forecast?
CFRUY EPS forecast for the fiscal quarter 2027 (Q2) is 0.41.