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BELIMO Holding AG (BLHWF)
OTHER OTC:BLHWF
US Market

BELIMO Holding AG (BLHWF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 27, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
10.71
Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 23, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial year: record sales, double-digit local-currency growth, expanded margins, high capital returns, significant product and capacity investments, and a progressive sustainability agenda. Offsetting risks include tariff volatility, FX headwinds, higher material costs in H2, working-capital absorption and increased CapEx, and a higher concentration of growth in the data center segment which could introduce near-term volatility. On balance the company demonstrated solid execution and mitigation actions (pricing, supply-chain flow-through, regional investments), supporting a constructive outlook (mid-teens local-currency growth guidance and EBIT >20%).
Company Guidance
Management guided 2026 sales growth in the mid‑teens (after 2025 local‑currency sales +23.3% to CHF 1.12bn) while reiterating a long‑term organic target of 9–11% over a 10‑year horizon; EBIT margin is expected to remain ahead of 20% (2025: 20.8%, +159 bps) despite tariff uncertainty (U.S. tariffs currently ~15–19%) and FX risk. They will continue investing — R&D CHF 76m (6.7% of turnover), 2025 CapEx CHF 87m and a similar absolute CapEx expected in 2026 — while keeping working capital stable as a percentage of sales (inventory target ≈15%) and maintaining a strong balance sheet (net liquidity CHF 69m, op. cash flow CHF 185m, free cash flow CHF 99m). Other metrics highlighted: data centers ≈17% of sales (≈50% of 2025 absolute growth), Americas ≈50% of sales, Sensors & Meters ≈5% of sales, headcount 2,704 (Americas planned to ~840, +16%), proposed dividend CHF 10 (payout ≈68%), ROCE 36%, ROIC ~28%, ROE ~30%, sales per employee CHF 445k and depreciation ~2.8% of sales; pricing actions include ~8% U.S. increases (mid‑year and Jan 1) contributing roughly 3–3.5% group price effect.
Record Sales Above CHF 1 Billion
FY2025 sales reached CHF 1.12 billion, the first time BELIMO exceeded CHF 1 billion; sales growth was 23.3% in local currencies and 18.7% in Swiss francs.
Strong Profitability and Margin Expansion
EBIT rose 29% to CHF 233 million with an EBIT margin of 20.8% (up 159 basis points year-over-year); net income increased 24% to CHF 182 million.
High Capital Returns and Solid Balance Sheet
Return on capital employed was 36%; return on invested capital ~28% and return on equity ~30%; equity ratio 71% and net liquidity CHF 69 million.
Data Center as a Major Growth Driver
Data center business accounted for ~17% of total sales in 2025 (18% in H2) and contributed to roughly half of absolute sales growth, driven by increased liquid cooling adoption and higher-value products.
Regional and Product-Line Momentum
Americas contributed ~50% of sales and grew 32% in local currency (25% in CHF); EMEA +12% LC (10% CHF); Asia Pacific +29% LC (23% CHF). Control Valves grew 31% LC, Damper Actuators +14% LC, Sensors & Meters +25% LC.
Investment in Product & Capacity
R&D increased to CHF 76 million (6.7% of turnover); workforce up by 343 FTEs to 2,704; CapEx CHF 87 million (capacity expansion including Hinwil Nexus).
Shareholder Returns and Sustainability Progress
Board proposed dividend of CHF 10 per share (up CHF 0.50; ~68% payout ratio). SBTi targets approved; Scope 1&2 and Scope 3 emissions per product sold reduced by 14%; ESG ratings AAA (MSCI) and EcoVadis Silver.

BELIMO Holding AG (BLHWF) 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

BLHWF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 27, 2026
2026 (Q2)
- / -
10.706
Feb 23, 2026
2025 (Q4)
- / 8.50
7.35515.56% (+1.14)
Jul 21, 2025
2025 (Q2)
- / 10.71
8.16931.05% (+2.54)
Feb 24, 2025
2024 (Q4)
- / 7.35
7.606-3.30% (-0.25)
Jul 22, 2024
2024 (Q2)
7.38 / 8.17
6.88118.71% (+1.29)
Mar 04, 2024
2023 (Q4)
- / 7.61
6.50116.99% (+1.10)
Jul 24, 2023
2023 (Q2)
7.09 / 6.88
6.4916.01% (+0.39)
Mar 06, 2023
2022 (Q4)
- / 6.50
5.49118.41% (+1.01)
Jul 26, 2022
2022 (Q2)
7.04 / 6.49
6.738-3.67% (-0.25)
Mar 07, 2022
2021 (Q4)
- / 5.49
4.80614.24% (+0.68)
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

BLHWF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 23, 2026
$1160.97$1081.54-6.84%
Jul 21, 2025
$1105.80$1133.15+2.47%
Feb 24, 2025
$726.59$670.39-7.73%
Jul 22, 2024
$496.61$570.99+14.98%
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 BELIMO Holding AG (BLHWF) report earnings?
BELIMO Holding AG (BLHWF) is schdueled to report earning on Jul 27, 2026, Before Open (Confirmed).
    What is BELIMO Holding AG (BLHWF) earnings time?
    BELIMO Holding AG (BLHWF) earnings time is at Jul 27, 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 BLHWF EPS forecast?
          Currently, no data Available