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Compagnie Financiere Richemont SA (CH:CFR)
:CFR
Switzerland Market
CFR
Compagnie Financiere Richemont SA
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Compagnie Financiere Richemont SA (CFR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 06, 2026
Before Open (Confirmed)
Period Ending
2027 (Q2)
Consensus EPS Forecast
3.22
Last Year’s EPS
2.78
Same Quarter Last Year
Analyst Consensus
Strong Buy
Based on 12 Analysts Ratings

Earnings Call Summary

Q4 2026
Earnings Call Date:May 22, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial picture: strong top‑line momentum (EUR 22.4bn sales), robust performance and market share gains from Jewellery Maisons, healthy cash generation and a strong balance sheet enabling a higher dividend. However, material margin headwinds from higher gold prices, U.S. duties, FX volatility and one‑off impairments weighed on gross margins and below‑the‑line results, and Specialist Watchmakers and some other businesses showed mixed or weak performances. On balance, the business fundamentals, cash position and earnings resilience outweighed the challenges described.
Company Guidance
Management gave cautious, non‑numeric forward guidance emphasizing vigilance and continued long‑term investment rather than firm FY27 targets: they will “navigate volatile times” while keeping disciplined pricing and cost control and optimizing the store footprint (retail 71% of sales; direct‑to‑client 77%). Quantified commitments and reference metrics disclosed on the call included FY26 sales EUR22.4bn (+11% at constant rates, +5% actual), operating profit EUR4.5bn (underlying ~EUR4.7bn excluding EUR164m non‑recurring charges), gross profit EUR14.4bn (64.4% margin, -250bps), cash flow from operations EUR4.9bn, free cash flow EUR2.8bn, net cash EUR8.5bn, CapEx ~EUR1.0bn (4.6% of sales; >50% retail, >25% manufacturing, ~20% IT), communications spend circa 9% of sales, U.S. duties impact circa EUR200m, FX hedging gain EUR374m (which would have moved reported operating profit growth from +1% to +11%), and a proposed dividend of CHF4.30 per A share (ordinary CHF3.30, +10% y/y, plus CHF1 special) to be put to shareholders on 9 September 2026.
Group Sales Growth
Total sales of EUR 22.4 billion, up 11% at constant exchange rates and 5% at actual exchange rates; Q4 sales up 13% at constant rates, demonstrating sustained momentum across the year.
Strong Jewellery Maisons Performance
Jewellery Maisons sales EUR 16.5 billion, up 14% at constant rates (8% at actual rates); double‑digit growth across regions; operating profit for Jewellery Maisons ~EUR 5.0 billion, up 3% (20% at constant rates) with an operating margin of 30.5%.
Regional Strength — Americas & Japan
Americas sales up 17% for the year (double‑digit growth throughout; Q4 +18%); Japan sales up 9% for the year with Q4 accelerating to +28%.
Solid Cash Generation and Balance Sheet
Operating cash flow EUR 4.9 billion (up ~10% YoY), free cash flow EUR 2.8 billion (EUR 0.6 billion higher than prior year), and net cash position of EUR 8.5 billion (increase of EUR 239 million).
Profit and Underlying Operating Performance
Reported operating profit EUR 4.5 billion (+1% actual; +23% at constant exchange rates); underlying operating profit excluding EUR 164 million nonrecurring charges and targeted buybacks close to EUR 4.7 billion.
Capital Allocation and Shareholder Returns
Gross CapEx EUR 1.0 billion (4.6% of sales), focused on distribution and manufacturing; Board proposed total dividend CHF 4.30 (ordinary CHF 3.30 up 10% plus special CHF 1.00).
Balanced Channel & Distribution Progress
Retail represented 71% of group sales (retail sales +12%); direct‑to‑client (DOOS + online) 77% of group; online sales contributed 6% and rose 8%.
Investment in Craftsmanship, Brand & Client Experience
Strategic investments in ateliers and training: ~200 apprentices in Switzerland/Germany, ~100 in France/Italy, 20 designers in Creative Academy; Fondation Cartier welcomed >300,000 visitors; selective store openings and major flagship renovations executed.

Compagnie Financiere Richemont SA (CH:CFR) Earnings, Revenues Date & History

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CH:CFR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 06, 2026
2027 (Q2)
3.22 / -
2.779―――
May 22, 2026
2026 (Q4)
2.93 / 2.58
3.145-17.97% (-0.57)――
Nov 14, 2025
2026 (Q2)
2.65 / 2.78
2.6833.60% (+0.10)――
May 16, 2025
2025 (Q4)
2.85 / 3.14
2.62120.00% (+0.52)――
Nov 08, 2024
2025 (Q2)
3.02 / 2.68
1.149133.39% (+1.53)――
May 17, 2024
2024 (Q4)
0.84 / 2.62
2.835-7.56% (-0.21)――
Nov 10, 2023
2024 (Q2)
3.51 / 1.15
3.341-65.59% (-2.19)――
May 12, 2023
2023 (Q4)
2.51 / 2.83
1.336112.14% (+1.50)――
Nov 11, 2022
2023 (Q2)
2.88 / 3.34
1.98868.04% (+1.35)――
May 20, 2022
2022 (Q4)
1.35 / 1.34
1.832-27.06% (-0.50)――
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:CFR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 22, 2026
CHF156.65CHF155.75-0.57%
Nov 14, 2025
CHF161.50CHF170.95+5.85%
May 16, 2025
CHF151.83CHF162.37+6.94%
Nov 08, 2024
CHF125.22CHF116.94-6.61%
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 Compagnie Financiere Richemont SA (CH:CFR) report earnings?
Compagnie Financiere Richemont SA (CH:CFR) is schdueled to report earning on Nov 06, 2026, Before Open (Confirmed).
    What is Compagnie Financiere Richemont SA (CH:CFR) earnings time?
    Compagnie Financiere Richemont SA (CH:CFR) earnings time is at Nov 06, 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 Compagnie Financiere Richemont SA stock?
          The P/E ratio of Compagnie Financiere Richemont SA is N/A.
            What is CH:CFR EPS forecast?
            CH:CFR EPS forecast for the fiscal quarter 2027 (Q2) is 3.22.