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Epiroc AB (EPOAY)
OTHER OTC:EPOAY
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a solid operational and financial performance with notable wins in automation, electrification and strong organic equipment and service growth (full‑year orders +7% organically; Q4 equipment orders +22% organically). Profitability has been defended well (adjusted operating margin ~19.6%) while the balance sheet and cash generation strengthened (net debt down, strong cash conversion). Headwinds from currency, tariffs and rising input costs (notably tungsten) and persistent weakness in construction/attachments and nickel‑exposed service demand are meaningful but appear manageable given active mitigation steps, efficiency programs and strong market positioning. Overall, highlights around innovation, large contract wins, improved cash and margin recovery outweigh the material but addressable lowlights.Company Guidance
Organic Order and Revenue Growth (Full Year 2025)
Orders grew organically by 7% to SEK 63.0 billion and revenues increased 2% to SEK 62.0 billion for the full year, demonstrating underlying demand resilience despite currency and tariff headwinds.
Very Strong Q4 Equipment Momentum
Q4 orders grew organically 11% (almost SEK 16 billion) with equipment orders up 22% organically, signaling strong near-term mining equipment demand and robust exploration activity.
High Profitability and Margin Resilience
Adjusted operating margin for the full year was 19.6% (19.8% prior year). Q4 adjusted operating margin was 19.6% (19.7% prior year) and reported operating margin was 19.9% in Q4, showing ability to protect profitability amid headwinds.
Record Large Order and Electrification Wins
Won the largest contract in company history — SEK 2.2 billion over 5 years to deliver ~50 fully autonomous electric surface blasthole rigs to Fortescue — underscoring leadership in automation and electrification.
Significant Automation and BEV Deployments
Completed Roy Hill conversion to an OEM‑agnostic autonomous mine (78 haul trucks and ~250 ancillary vehicles) and reached >3,900 driverless machines (up 13% vs 2024). 40 mines ordered battery-electric vehicles; electrification revenues were 3.8% of group revenues.
Tools & Attachment Profit Improvement
Tools & Attachment revenues were SEK 3.7 billion (organic +4%) and operating profit rose 65% to SEK 537 million, with adjusted margin improving to 12.3% from 8.4% a year earlier, driven mainly by efficiency and footprint consolidations.
Improved Balance Sheet and Cash Generation
Net debt decreased to SEK 11.0 billion from SEK 14.8 billion; net debt/EBITDA improved to 0.73 from 0.93. Q4 operating cash flow was SEK 2.6 billion and 12‑month cash conversion remained strong at 90%. Cash position SEK 9.6 billion.
Operational and Safety Progress
Total recordable injury frequency rate fell to 3.9 from 4.3 year-over-year. Net working capital as a percentage of revenues improved to 36.9% from 37.4% over 12 months, reflecting better working capital efficiency.
Customer Outcomes from Electrification and Trolley Solutions
Boliden Rävliden 5 km battery trolley project: productivity +23%, ramp speed +50%, maintenance costs -25%, diesel consumption -80%. Assmang BEV fleet delivered +11% tonnes/hour and -18% energy cost — real-world productivity and sustainability benefits.
EPOAY 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
EPOAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 26, 2026 | $25.27 | $27.44 | +8.58% |
Oct 29, 2025 | $23.87 | $22.26 | -6.74% |
Jul 18, 2025 | $22.48 | $20.63 | -8.23% |
Apr 29, 2025 | $20.76 | $21.17 | +1.98% |
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 Epiroc AB (EPOAY) report earnings?
Epiroc AB (EPOAY) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Epiroc AB (EPOAY) earnings time?
Epiroc AB (EPOAY) earnings time is at Apr 29, 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 EPOAY EPS forecast?
EPOAY EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.