SFS Group AG (CH:SFSN)
:SFSN
Earnings Data
Report Date
Jul 21, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
2.98Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a constructive and cautiously optimistic tone: SFS delivered resilient results in a tough macro and FX environment with meaningful organic growth, margin improvement, strong free cash flow, balance sheet strengthening and important ESG progress. At the same time, management flagged tangible near-term headwinds — one-time restructuring costs, currency impacts, a reduction in EPS, segment weakness (Fastening Systems, medical), a deliberate phase-out of CHF 110m legacy revenue and workforce reductions — and emphasized ongoing demand volatility and tax pressure. On balance the company appears to be taking disciplined action (cost/program measures, selective M&A, capex discipline) to position for medium-term recovery while absorbing short-term disruption.Company Guidance
Top-line resilience and organic growth
Sales of CHF 3.056 billion, +0.6% vs prior year; organic sales growth of 2.9% demonstrating underlying demand momentum despite adverse FX headwinds (-2.9%, ~CHF 88m).
Improved adjusted profitability
Adjusted EBIT of CHF 371 million (prior CHF 350.2m), adjusted EBIT margin increased to 12.2% from 11.6% (up ~0.6 percentage points), showing margin recovery and progress toward the 12–15% target range.
Strong cash generation
Operating free cash flow of CHF 274 million, representing 57% of EBITDA and 124% of net income — a strong cash conversion signal supporting deleveraging and capital allocation.
Solid segment and end-market wins (Electronics & Aerospace)
Electronics sales increased from ~CHF 400m to CHF 422m (noted as a main growth driver, driven by stamped components and smartphone replacement cycles); aerospace delivered encouraging performance with rapid project execution (example: 16-month development to first flight).
Sustainability and ESG progress
Scope 1 & 2 emissions reduced by 77.1% (metric tons CO2 relative to net sales vs 2020 baseline); renewable electricity now covers 81.5% of total electricity demand; improved accident rate and confirmed dual education/training targets.
Balance sheet strength and shareholder return
Equity ratio improved to 64.4% (above 60% target); first bond reimbursed; Board proposes dividend CHF 2.50 per share (payout ratio below 50%), dividend yield ~2.3% at year-end share price.
Operational efficiencies and cost discipline
Personnel expense quota reduced by 0.5 percentage points and OpEx by 0.4 percentage points; streamlining program already generating benefits and expected to yield ~0.8 percentage points improvement in EBIT over time.
Targeted M&A and strategic expansion
Acquisitions and partner purchases (DB Building Fasteners in US; planned Gödde, Oltrogge, Perschmann; 51% stake in Jellypipe/Hoffmann Additive Manufacturing) expand distribution, market access and add ~3% scope effect contribution in revenue.
CH:SFSN 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:SFSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 06, 2026 | CHF115.00 | CHF119.40 | +3.83% |
Jul 17, 2025 | CHF108.60 | CHF112.40 | +3.50% |
Mar 07, 2025 | CHF117.72 | CHF114.78 | -2.49% |
Jul 18, 2024 | CHF122.21 | CHF124.17 | +1.60% |
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 SFS Group AG (CH:SFSN) report earnings?
SFS Group AG (CH:SFSN) is schdueled to report earning on Jul 21, 2026, TBA (Confirmed).
What is SFS Group AG (CH:SFSN) earnings time?
SFS Group AG (CH:SFSN) earnings time is at Jul 21, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of SFS Group AG stock?
The P/E ratio of SFS Group AG is N/A.
What is CH:SFSN EPS forecast?
Currently, no data Available