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BELIMO Holding AG (CH:BEAN)
:BEAN
Switzerland Market

BELIMO Holding AG (BEAN) 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
8.23
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 (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

CH:BEAN 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)
- / -
8.23
Feb 23, 2026
2025 (Q4)
- / 6.54
5.65415.63% (+0.88)
Jul 21, 2025
2025 (Q2)
- / 8.23
6.2831.05% (+1.95)
Feb 24, 2025
2024 (Q4)
- / 5.65
5.847-3.30% (-0.19)
Jul 22, 2024
2024 (Q2)
5.67 / 6.28
5.2918.71% (+0.99)
Mar 04, 2024
2023 (Q4)
- / 5.85
4.99816.99% (+0.85)
Jul 24, 2023
2023 (Q2)
5.45 / 5.29
4.996.01% (+0.30)
Mar 06, 2023
2022 (Q4)
- / 5.00
4.22118.41% (+0.78)
Jul 26, 2022
2022 (Q2)
5.41 / 4.99
5.18-3.67% (-0.19)
Mar 07, 2022
2021 (Q4)
- / 4.22
3.69514.24% (+0.53)
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 23, 2026
CHF916.00CHF824.50-9.99%
Jul 21, 2025
CHF890.50CHF900.50+1.12%
Feb 24, 2025
CHF653.94CHF603.29-7.74%
Jul 22, 2024
CHF436.61CHF513.32+17.57%
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 Jul 27, 2026, Before Open (Confirmed).
    What is BELIMO Holding AG (CH:BEAN) earnings time?
    BELIMO Holding AG (CH:BEAN) 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?
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          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