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Sulzer AG (CH:SUN)
:SUN
Earnings Data
Report Date
Jul 24, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
5.1Last Year’s EPS
3.74Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial picture: record profitability, margin expansion, EPS growth, strong performance in Flow and Services, improved capital metrics, and an increased dividend. However, meaningful headwinds remain — notably a sharp Chemtech revenue decline, substantial FX losses, delayed large projects shifting into 2026 (creating H1/H2 timing risk), and Chemtech-driven cash flow weakness. Management expects continued execution of operational excellence and a stronger H2, but near-term visibility is limited.Company Guidance
Record Profitability and EBITDA
Reported record EBITDA of CHF 556 million (would be close to ~CHF 600 million excluding CHF 40 million negative FX impact). EBITDA margin reached ~15.6%, and management guided further margin expansion to ~16.5% in 2026.
Sales and Order Growth (Adjusted)
Sales grew ~5.6% year-over-year and order intake reported ~2.1% growth. Book-to-bill remained positive at 1.06, indicating order intake above sales and ongoing growth momentum.
Strong Earnings Per Share and ROCE Improvement
Earnings per share increased by 19%. Return on capital employed improved by 140 basis points, reflecting better capital efficiency and profitable operations.
Flow Division Outperformance
Flow sales rose 12.3% with EBITDA margin up by ~160 basis points to 13.3%. Energy BU sales grew >20% and Water delivered double-digit growth. Q4 Flow performance showed an 18% year-over-year uplift.
Services (Aftermarket) Strength and Resilience
Aftermarket/Services now represent ~62% of turnover and have grown double-digit for three consecutive years. Services EBITDA improved by ~150 basis points; geographic and capacity investments (Argentina service center, Bahrain acquisition, expanded US turbomachinery center) were made to capture demand.
Strong Capital Structure and Liquidity
Cash and cash equivalents (Sulzer-only) at CHF 640 million; net debt CHF 555 million with net debt/EBITDA ~1.0x (stable). Market capitalization rose substantially since 2023 (TSR ~121% vs SPI 33%).
Shareholder Returns and Dividend Increase
Proposed dividend increase of CHF 0.50 to CHF 4.75 per share (payout ratio ~50%, within 40–70% policy). Dividend growth materially higher over recent years (~up ~40% cumulatively in the period noted).
Operational Improvements and Strategic Investments
Accelerated Sulzer Excellence program, investments in sales force and commercial excellence, supply chain upgrades, improved on-time delivery, quality and safety, launch of Global Water Treatment Center of Excellence, and creation of four shared business hubs (Mexico, Madrid, Pune, Suzhou).
CH:SUN 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:SUN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | CHF178.20 | CHF176.20 | -1.12% |
Oct 22, 2025 | CHF130.60 | CHF131.80 | +0.92% |
Jul 24, 2025 | CHF149.20 | CHF159.60 | +6.97% |
Apr 24, 2025 | CHF132.79 | CHF133.95 | +0.88% |
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 Sulzer AG (CH:SUN) report earnings?
Sulzer AG (CH:SUN) is schdueled to report earning on Jul 24, 2026, TBA (Confirmed).
What is Sulzer AG (CH:SUN) earnings time?
Sulzer AG (CH:SUN) earnings time is at Jul 24, 2026, TBA (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 the P/E ratio of Sulzer AG stock?
The P/E ratio of Sulzer AG is N/A.
What is CH:SUN EPS forecast?
CH:SUN EPS forecast for the fiscal quarter 2026 (Q2) is 5.1.