Schindler Holding AG (CH:SCHP)
:SCHP
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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.51Last Year’s EPS
2.42Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive operational story: strong margin expansion, robust cash flow, healthy modernization momentum, product rollouts and confirmed full-year guidance. However, the company is managing notable headwinds—significant FX impacts, China weakness in new installations, Middle East-related logistics and additional cost inflation and tariff uncertainty. Management highlighted active mitigation (pricing, surcharges, procurement and field efficiencies) and reiterated productivity targets, balancing near-term pressures with solid execution. Overall the positives around margins, cash generation and modernization execution modestly outweigh the macro and regional challenges.Company Guidance
Order Intake Growth Resilient
Order intake grew close to 3% in Q1 (reported ~2.8%). Excluding China, order intake growth was stronger at ~4.3%, demonstrating broad-based demand outside the China headwind.
Modernization Momentum
Modernization order intake rose 15% in the quarter, with modernization revenue growing double digits across all regions. Modernization backlog up 15% year-on-year and backlog margin improved, supporting near-term revenue visibility.
Operational Margin Expansion
Operating margin expanded by ~100 basis points to 13% in Q1 (seasonally the lowest-margin quarter). Adjusted EBIT also improved year-on-year and net profit margin moved into double digits.
Strong Operating Cash Flow & Cash Conversion
Operating cash flow was strong at CHF 532 million for Q1. Management expects industry-leading cash conversion above 100% again in 2026 based on continued net working capital improvements and earnings.
Product and Execution Progress
Notable product traction: new modular platform gaining market adoption (rolled out from 2024), U.S. mid-rise product ramp-up exceeding expectations, and rollout of standardized modernization packages improving field installation efficiencies.
Backlog and Service Growth
Total order backlog increased ~2.5% year-on-year (3% sequential in local currency). Service business continued to grow and remained accretive to group growth, with maintenance portfolio expansion—strongest growth in Asia Pacific excluding China.
Operational Efficiency Offsetting Pressures
Operational improvements contributed ~CHF 33 million in the quarter (procurement, supply chain, SG&A and field efficiencies). Management reiterates a ~CHF 200 million productivity target, expecting field efficiencies to accelerate.
Guidance Confirmed
Company confirmed full-year guidance: low to mid-single-digit revenue growth in local currency and margin guidance of ~13% for 2026, reflecting confidence despite macro volatility.
Sustainability Recognition
Awarded ESG Award '26 for a low carbon emission steel elevator pilot, highlighting leadership in energy-efficiency and sustainability innovation.
CH:SCHP 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
CH:SCHP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | CHF269.20 | CHF276.60 | +2.75% |
Feb 11, 2026 | CHF304.51 | CHF273.14 | -10.30% |
Oct 24, 2025 | CHF298.08 | CHF285.61 | -4.18% |
Jul 18, 2025 | CHF291.65 | CHF288.54 | -1.07% |
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 Schindler Holding AG (CH:SCHP) report earnings?
Schindler Holding AG (CH:SCHP) is schdueled to report earning on Jul 17, 2026, Before Open (Confirmed).
What is Schindler Holding AG (CH:SCHP) earnings time?
Schindler Holding AG (CH:SCHP) earnings time is at Jul 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Schindler Holding AG stock?
The P/E ratio of Schindler Holding AG is N/A.
What is CH:SCHP EPS forecast?
CH:SCHP EPS forecast for the fiscal quarter 2026 (Q2) is 2.51.