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Essity AB (ETTYF)
OTHER OTC:ETTYF
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.5Last Year’s EPS
0.49Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly constructive operational and financial picture: strong margin expansion, substantial COGS tailwinds and realized cost savings, solid cash flow and balance-sheet metrics (net debt/EBITDA ~1.0), successful strategic M&A and clear market-share gains and product innovation momentum—particularly in Health & Medical, Incontinence and premium Professional Hygiene. Offsetting these positives are continuing end-market headwinds in Baby and Consumer Tissue (volume declines of ~4% and ~2% respectively), negative price/mix in the quarter (~-0.9%), some one-off rebate impacts (Latin America Feminine), lost private-label contracts and the near-term costs of the restructuring program. Management’s messaging emphasizes agility, reinvestment of savings into A&P to drive volume, a disciplined M&A stance, and confidence in returning to stronger profitable volume growth in 2026. On balance, the positive margin, cash and strategic momentum outweigh the category-specific volume challenges and temporary pricing effects.Company Guidance
Improved Profitability and Margins
Operating margin for 2025 of 14.1% (second-highest historic level outside pandemic); gross profit margin improved ~180 basis points in Q4 versus prior year; margin improvements reported across all three business areas.
Full-Year Organic Sales Growth
Organic sales growth for 2025 of +0.9% despite challenging market conditions and weak consumer sentiment.
Strong Cash Flow and Balance Sheet
Q4 delivered strong operating cash surplus and working capital improvements (inventory days down); net debt/EBITDA ~1.0 at year-end; net cash flow strong.
COGS Tailwind and Cost Savings Realized
Q4 COGS tailwind of SEK 749 million (approx. two-thirds from raw materials, remainder primarily energy); realized COGS savings just above SEK 500 million within the SEK 500m–1bn target range.
Shareholder Returns and Capital Allocation
Share buyback program (SEK 3.0bn) ~80% completed: 9.2 million shares repurchased for SEK 2.4bn; proposed dividend increase to SEK 8.75 (up SEK 0.50, ~+6%).
Strategic Acquisition to Expand U.S. Personal Care
Acquisition of Edgewell Feminine Care business in North America (brands Carefree, Stayfree, Playtex) more than doubles Personal Care sales in the U.S., aligning with focus on high-yielding categories.
Market Share Gains and Product Superiority
Branded market shares strengthened in >65% of the business and in 80% of Feminine Care; Mexico Feminine Care market share reached 62%; record level of product superiority and increased share of sales from innovations.
Health & Medical Momentum
Positive organic sales growth in Health & Medical; Medical business grew for the 19th consecutive quarter across all three therapy areas, with strong performance in Wound Care and Incontinence Care.
Sustainability Recognition
Awarded EcoVadis Platinum (top 1% globally) and placed on CDP A list, reinforcing sustainability credentials especially relevant to health-care customers.
Innovation and Portfolio Upgrades
Key product actions: upgraded TENA Flex belted product, relaunched Cutimed Siltec Sorbact with a brand campaign, new SmartPROTECT core tech for ultra-thin pads in Latin America, PeakServe sensor dispenser launch and center-feed dispenser and refill innovations.
ETTYF 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
ETTYF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 22, 2026 | $29.80 | $28.51 | -4.31% |
Oct 23, 2025 | $27.96 | $28.32 | +1.29% |
Jul 17, 2025 | $26.66 | $24.65 | -7.54% |
Apr 24, 2025 | $29.75 | $28.28 | -4.94% |
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 Essity AB (ETTYF) report earnings?
Essity AB (ETTYF) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is Essity AB (ETTYF) earnings time?
Essity AB (ETTYF) earnings time is at Apr 23, 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 ETTYF EPS forecast?
ETTYF EPS forecast for the fiscal quarter 2026 (Q1) is 0.5.