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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
2.19Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: strategic transformation milestones (pure‑play focus, VAG acquisition, Uponor integration), clear sustainability achievements, initial traction in attractive growth areas (data center cooling) and concrete cost/synergy programs are positive. However, 2025 financials were pressured by divestments, a weak semiconductor cycle (‑16%), FX and tariff headwinds, impairments and one‑offs, low free cash flow in 2025 and elevated net debt/elevated tax rate that weigh on near‑term reported results. Management provided a recovery‑oriented 2026 guide (low single‑digit organic growth, higher EBITDA margin and strong free cash flow guidance) but significant near‑term accounting and cash impacts remain.Company Guidance
Industry & Infrastructure Momentum
I&I Flow Solutions delivered 1.9% organic sales growth (H2 organic 2.2% vs H1 1.6%), with strong infrastructure momentum and growth in U.S. gas distribution; Americas grew 3.5% organically and is nearly a CHF 1 billion business.
Data Center Cooling Traction
Data center / liquid cooling sales tripled to ~CHF 30 million in 2025; pipeline includes 7 pilot projects, >30 proof‑of‑concepts and >20 advanced discussions; target to grow data center business to CHF 300 million over 5–6 years.
Run‑rate Synergies and Cost Program
Achieved CHF 29 million run‑rate synergies from Uponor integration in 2025 and launched Fit for Growth to remove CHF 40 million of costs in 2026 (majority to be secured by end of Q1).
Sustainability Milestones
Expanded products with social/environmental benefits to 77% of portfolio, reduced Scope 1 & 2 CO2e emissions by 51% vs 2019 baseline, increased carbon‑neutral sites to 12 and exceeded accident reduction targets.
Capacities and Investments
Opened a new 15,000 m2 facility in Shawnee, Oklahoma (doubling capacity) for U.S. natural gas sector; upgraded Seewis plant to world‑class production for ball valves and actuators.
Order Intake Trends
Order intake for I&I grew about 2% organically for the year; Building Flow Solutions order intake declined ~2.5% organically.
2026 Financial Guidance
Management expects low single‑digit organic sales growth for 2026 and a comparable EBITDA margin of 14%–16% (corresponding to ~10.5%–12.5% at EBIT), plus Flow Solutions free cash flow guidance CHF 175–200 million for 2026.
Shareholder Return
Proposed dividend of CHF 1.35 per share, maintained at prior year level (subject to shareholder approval).
Transformation to Pure‑play Flow Solutions
Completed divestment of Casting Solutions and Machining Solutions to become a pure‑play Flow Solutions company; acquisition of VAG and ongoing Uponor integration positioning GF as a one‑stop Flow Solutions provider across Buildings, Industry and Infrastructure.
Flow Solutions Sales and Organic Growth
Flow Solutions sales of CHF 3.0 billion in 2025 with 0.6% organic growth for the segment (core Flow Solutions 0.6% organically for the year; 1.2% organic in H2).
Profitability (Comparable Metrics)
Comparable EBIT margin for Flow Solutions was 10% (excluding items affecting comparability); comparable EBITDA margin for Flow Solutions was 13.4%.
CH:GF Earnings History
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:GF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | CHF52.94 | CHF49.79 | -5.95% |
Jul 24, 2025 | CHF61.04 | CHF60.80 | -0.40% |
Feb 26, 2025 | CHF66.48 | CHF68.38 | +2.85% |
Jul 18, 2024 | CHF58.81 | CHF62.18 | +5.72% |
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 Georg Fischer AG (CH:GF) report earnings?
Georg Fischer AG (CH:GF) is schdueled to report earning on Jul 17, 2026, Before Open (Confirmed).
What is Georg Fischer AG (CH:GF) earnings time?
Georg Fischer AG (CH:GF) earnings time is at Jul 17, 2026, Before Open (Confirmed).
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What is the P/E ratio of Georg Fischer AG stock?
The P/E ratio of Georg Fischer AG is N/A.
What is CH:GF EPS forecast?
Currently, no data Available