The earnings call reflected a challenging environment with notable declines in earnings and pressure on logistics yields. Despite these challenges, Kuehne + Nagel managed to expand its market share and improve cash flow conversion. However, significant cost reduction measures indicate ongoing financial pressures.
Company Guidance
During the Kuehne + Nagel Q3 2025 results call, the company discussed several key metrics and strategic actions. Year-to-date group EBIT decreased by 13% year-over-year, excluding currency effects, with Sea and Air Logistics combined EBIT down 16%. The conversion rate for these segments was 28% for the first nine months of 2025. The company reported a group EPS decline of 18% year-over-year, or 15% when excluding currency effects. Despite challenges, Kuehne + Nagel expanded its market share in Air Logistics and the SME segment in Sea Logistics. Free cash flow conversion improved to 105% in Q3, marking the first time since Q3 2022 that it exceeded 100%. The company announced a cost reduction program targeting CHF 200 million in savings to address the challenging market environment. Additionally, Kuehne + Nagel is set to acquire Partners Group's 24.9% stake in Apex, expected to settle in Q4 2025, financed by bank loans. The company adjusted its 2025 recurring EBIT guidance to greater than CHF 1.3 billion, excluding nonrecurring items.
Market Share Expansion
Kuehne + Nagel significantly expanded its global market share in Air Logistics and the SME segment in Sea Logistics despite challenging market conditions.
Improved Free Cash Flow Conversion
Free cash flow conversion improved to 105% in Q3, the first time it exceeded 100% since Q3 2022.
Contract Logistics Performance
Contract Logistics produced an EBIT of CHF 62 million in Q3, reflecting a 9% year-over-year EBIT growth or 12% excluding currency effects.
Kuehne + Nagel International AG (CH:KNIN) 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
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:KNIN Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 23, 2025
CHF155.30
CHF156.00
+0.45%
Jul 24, 2025
CHF173.25
CHF169.75
-2.02%
Apr 24, 2025
CHF179.08
CHF182.81
+2.08%
Mar 04, 2025
CHF204.97
CHF194.65
-5.03%
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 Kuehne + Nagel International AG (CH:KNIN) report earnings?
Kuehne + Nagel International AG (CH:KNIN) is schdueled to report earning on Mar 03, 2026, Before Open (Confirmed).
What is Kuehne + Nagel International AG (CH:KNIN) earnings time?
Kuehne + Nagel International AG (CH:KNIN) earnings time is at Mar 03, 2026, Before Open (Confirmed).
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