The earnings call presented a mix of strong regional growth and solid performance in key segments like Leather Goods, but faced challenges such as a decline in the Perfume and Beauty segment and headwinds in China. Financial robustness and strategic investments indicate a positive outlook despite certain economic and geopolitical challenges.

Company Guidance -

Q4 2025

In the first half of 2025, Hermès reported a robust performance with sales reaching EUR 8 billion, marking an 8% increase at constant exchange rates. The current operating income rose by 6%, while all regions demonstrated growth, notably Japan with a 16% increase and America with a 12% rise. The leather goods division saw a 12% growth, aligning with its annual trajectory due to expanded production capacity. However, the Perfume and Beauty division experienced a 4% decline. The group's operating income was EUR 3.3 billion, and the net profit stood at EUR 2.5 billion, both up by 6%. Hermès invested EUR 316 million in the first half, with projections to exceed EUR 1 billion for the year. The financial outlook remains confident despite geopolitical and economic complexities, with plans to enhance investments across divisions and geographies in the second half.

Solid Growth in Sales and Operating Income

Hermès recorded a solid growth in sales, reaching EUR 8 billion, up by 8% at constant rates, and the current operating income increased by 6%.

Strong Regional Performance

Europe (excluding France) saw a 13% increase, Japan grew by 16%, and America posted a 12% growth, showing robust performance across key regions.

Leather Goods and Saddles Segment Success

The Leather and Saddles division made remarkable progress with a 12% increase, thanks to increased production capacity.

Investment in Production Capacity

Hermès continues to invest in production with four new leather workshops planned over the next four years, including the Maroquinerie de L'Isle d'Espanac opening in September.

Positive Cash Flow and Financial Robustness

Adjusted available cash flow stands at EUR 1.8 billion, and the group remains financially robust with a restated net cash flow of EUR 10.7 billion.

Hermes International (HESAF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HESAF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 12, 2026	2025 (Q4)	26.73 / -	24.931	―	―	―
Jul 30, 2025	2025 (Q2)	25.50 / 25.04	26.429	-5.27% (-1.39)
Feb 14, 2025	2024 (Q4)	24.94 / 24.93	118.88	-79.03% (-93.95)
Jul 25, 2024	2024 (Q2)	26.96 / 26.43	12.323	114.48% (+14.11)
Feb 09, 2024	2023 (Q4)	19.62 / 118.88	19.242	517.81% (+99.64)
Jul 28, 2023	2023 (Q2)	22.23 / 12.32	18.306	-32.69% (-5.98)
Feb 17, 2023	2022 (Q4)	16.88 / 19.24	14.198	35.53% (+5.04)
Jul 29, 2022	2022 (Q2)	15.29 / 18.31	13.097	39.77% (+5.21)	―	―
Feb 18, 2022	2021 (Q4)	12.16 / 14.20	11.681	21.54% (+2.52)	―	―
Jul 30, 2021	2021 (Q2)	9.33 / 13.10	3.751	249.14% (+9.35)	―	―

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

HESAF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$2799.50	$2631.00	-6.02%
Feb 14, 2025	$2947.65	$2937.06	-0.36%
Jul 25, 2024	$2171.90	$2225.53	+2.47%
Feb 09, 2024	$2189.56	$2320.08	+5.96%

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 Hermes International (HESAF) report earnings?

Hermes International (HESAF) is schdueled to report earning on Feb 12, 2026, Before Open (Confirmed).

What is Hermes International (HESAF) earnings time?

Hermes International (HESAF) earnings time is at Feb 12, 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 HESAF EPS forecast?

HESAF EPS forecast for the fiscal quarter 2025 (Q4) is 26.73.

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