SIG Group AG (CH:SIGN)
:SIGN
Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture. Underlying adjusted profitability and margins (excluding nonrecurring items) remained resilient and there were several positive operational highlights: Q4 sequential growth, aseptic carton strength, ongoing innovation progress (Neo line, Alu-free sleeve recognition) and robust filler placement activity within target. Management provided cautious but constructive 2026 and midterm guidance, and emphasized cost measures and deleveraging targets. However, material nonrecurring impairments totaling EUR 351 million (mostly noncash) signaled structural weakness in specific businesses (bag-in-box, chilled carton and certain capacities), and free cash flow, reported earnings and leverage deteriorated versus prior year. FX headwinds and regional softness (China/Asia) add further near-term challenges. Given the balance of meaningful positives in operations and strategy against significant one-off impairments, cash flow decline and higher leverage, the overall tone is cautious and balanced.Company Guidance
Sequential Q4 Improvement and Full-Year Revenue Stability
Q4 returned to growth with +0.5% (Q4) and full-year revenue growth of +0.1% at constant currency and constant resin, finishing the year at EUR 3.25 billion and at the upper end of September guidance.
Aseptic Carton Growth and Capacity Expansion
Aseptic carton grew +1.2% with particularly strong performance in the Americas, supporting the decision to expand capacity at the Mexican production plant.
Filler Placement Activity within Target Range
Placed 68 new fillers in 2025, within the aspired range of 60-80 placements; incremental net growth in field fillers was +14 (54 returned/scrapped). Management expects a similar placement level in 2026.
Strong Innovation Momentum
Second Neo-line machine placed (Saudi Arabia) with very low waste rate (<0.5%) and capability for Alu-free full barrier sleeves; Terra Alu-free recognized as recyclable in Korea; DomeMini format to roll out in Europe H1 2026.
Sustainability Recognition
Received EcoVadis platinum status for the seventh time with a record score of 99/100.
Solid Adjusted Profitability (Excluding Nonrecurring Items)
Adjusted EBITDA excluding nonrecurring charges was EUR 788 million (margin 24.2%) and adjusted EBIT excluding nonrecurring charges was EUR 500 million (margin 15.7%). ROCE was 29% excluding nonrecurring charges.
Q4 Profitability and Cash Flow Strength
Q4 adjusted EBITDA was EUR 223 million (24.7% margin) including EUR 8.4m nonrecurring; excluding those charges, Q4 adjusted EBITDA was EUR 231 million (25.7% margin). Q4 free cash flow was EUR 275 million, close to prior year levels.
Clear 2026 and Midterm Guidance
2026 guidance: revenue growth flat to +2% (constant currency & resin), EBIT margin 15.7%-16.2%, tax rate 26%-28%, net CapEx 6%-8% of revenue. Midterm: revenue +3%-5%, EBIT >16.5%, target net leverage ~2x (milestone 2.5x by end-2027) and dividend payout corridor 30%-50% of adjusted net income.
Nonrecurring Charges Mostly Noncash and Within Guidance
Total nonrecurring pretax charges of EUR 351 million recorded in 2025 were within the previously communicated EUR 310-360m range and are ~90% noncash; expected cash impact in 2026 is ~EUR 25 million.
Working Capital and Interest Improvements
Net working capital improved by 100 basis points as a percentage of revenue due to lower accounts receivable; interest payments were lower by EUR 27 million (favorable bond timing and market rates).
CH:SIGN 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:SIGN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | CHF12.17 | CHF12.36 | +1.56% |
Jul 29, 2025 | CHF14.44 | CHF13.72 | -4.99% |
Feb 25, 2025 | CHF20.04 | CHF17.26 | -13.87% |
Jul 30, 2024 | CHF16.97 | CHF17.34 | +2.22% |
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 SIG Group AG (CH:SIGN) report earnings?
SIG Group AG (CH:SIGN) is schdueled to report earning on Aug 04, 2026, Before Open (Confirmed).
What is SIG Group AG (CH:SIGN) earnings time?
SIG Group AG (CH:SIGN) earnings time is at Aug 04, 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of SIG Group AG stock?
The P/E ratio of SIG Group AG is N/A.
What is CH:SIGN EPS forecast?
CH:SIGN EPS forecast for the fiscal quarter 2026 (Q2) is 0.25.