The earnings call highlights strong sales and EBIT growth, driven significantly by the data center and Control Valve businesses. Expansion in capacity and positive market reception as an employer were also positive aspects. However, adverse FX impacts and geopolitical risks present challenges. The sentiment is slightly positive given the strong growth metrics outweighing the negative aspects.

Company Guidance -

Q4 2025

During the earnings call for the first half of fiscal year 2025, the company reported a robust net sales growth of 21% in local currency and 18.6% in Swiss francs, totaling CHF 561.5 million. The Americas led this growth with over 30% in local currency, significantly driven by the data center business, which now constitutes about 16% of total sales. The company achieved an EBIT of CHF 128 million, with an EBIT margin of 22.8%, bolstered by strong operational leverage despite foreign exchange headwinds. The Control Valve business saw a 23% growth, reflecting its increasing market share. Free cash flow was influenced by strong operational cash flow and elevated capital expenditures for capacity expansion. The outlook for the year was confirmed, projecting sales growth of 15% to 20%, leaning towards the upper end, with an anticipated EBIT margin above 20% if exchange rates remain stable. The company emphasized ongoing investments in capacity to meet demand, especially in the growing data center sector, while also highlighting its strong market position as a top employer in Europe.

Strong Sales Growth

Reported net sales growth of 21% in local currency and 19% in Swiss francs, reaching CHF 562 million. Particularly strong performance in the Americas with over 30% growth in local currency.

EBIT Margin Growth

Achieved an EBIT of CHF 128 million, corresponding to an EBIT margin of 22.8%, driven by strong operational leverage.

Data Center Business Expansion

Data center business grew more than 60% compared to the first half of 2024, now contributing 16% to the turnover, with significant growth potential in liquid cooling technologies.

Control Valve Business Success

Control Valve business grew by 23%, highlighting its importance and market share gain.

Positive Cash Flow and Capacity Expansion

Strong operational cash flow and strategic capacity expansion in major sites, including new facilities in China and Switzerland.

Employer Recognition

Ranked seventh among Europe's top employers, enhancing talent attraction and workforce growth.

BELIMO Holding AG (CH:BEAN) 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 >

CH:BEAN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 23, 2026	2025 (Q4)	- / -	5.654	―	―	―
Jul 21, 2025	2025 (Q2)	- / 8.23	6.28	31.05% (+1.95)
Feb 24, 2025	2024 (Q4)	- / 5.65	5.847	-3.30% (-0.19)
Jul 22, 2024	2024 (Q2)	5.67 / 6.28	5.29	18.71% (+0.99)		―
Mar 04, 2024	2023 (Q4)	- / 5.85	4.998	16.99% (+0.85)		―
Jul 24, 2023	2023 (Q2)	5.45 / 5.29	4.99	6.01% (+0.30)		―
Mar 06, 2023	2022 (Q4)	- / 5.00	4.221	18.41% (+0.78)		―
Jul 26, 2022	2022 (Q2)	5.41 / 4.99	5.18	-3.67% (-0.19)	―	―
Mar 07, 2022	2021 (Q4)	- / 4.22	3.695	14.24% (+0.53)	―	―
Jul 22, 2021	2021 (Q2)	3.56 / 5.18	3.356	54.35% (+1.82)	―	―

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:BEAN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 24, 2025	CHF653.94	CHF603.29	-7.74%
Jul 22, 2024	CHF436.61	CHF513.32	+17.57%
Mar 04, 2024	CHF406.21	CHF413.74	+1.85%
Jul 24, 2023	CHF417.40	CHF434.19	+4.02%

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 (CH:BEAN) report earnings?

BELIMO Holding AG (CH:BEAN) is schdueled to report earning on Feb 23, 2026, Before Open (Confirmed).

What is BELIMO Holding AG (CH:BEAN) earnings time?

BELIMO Holding AG (CH:BEAN) earnings time is at Feb 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 the P/E ratio of BELIMO Holding AG stock?

The P/E ratio of BELIMO Holding AG is N/A.

What is CH:BEAN EPS forecast?

Currently, no data Available

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