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Sika AG (CH:SIKA)
:SIKA
Earnings Data
Report Date
Jul 29, 2026TBA (Not Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.11Last Year’s EPS
3.45Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced. The call highlighted clear operational strengths—market outperformance in local currency, material margin expansion, very strong cash generation, successful M&A integration and substantial R&D/innovation investment—while equally acknowledging meaningful near-term headwinds: a sharp China residential downturn, negative FX translation that reduced reported sales, Fast Forward one-time charges and temporary margin pressure. Management presented a constructive but cautious outlook (FY2026 guidance: local-currency growth 1–4% and an EBITDA margin target around ~19–20%), driven by confidence in efficiency programs, bolt-on M&A and data-center and infrastructure opportunities, but with recognition of continued short-term uncertainty and the need to convert planned efficiency/synergy benefits.Company Guidance
Outperformance vs Market and Regional Growth
Sika grew sales to CHF 11.2bn with 0.6% growth in local currency in FY2025, outperforming a market decline of ~2.5%. EMEA and Americas each delivered ~2.2% local currency growth, demonstrating pockets of momentum (Middle East, Africa, Central Asia, data centers, Latin America).
Strong Material Margin Expansion
Material (gross) margin expanded to 54.9%, an improvement of ~50 basis points year-over-year, attributed to value selling and innovation-driven product mix.
Robust Cash Generation and Liquidity
Operating free cash flow was CHF 1.36bn (12.1% of sales), with near-100% conversion of profit before tax to cash and roughly CHF 1.4bn cash generation over the last three years available for reinvestment and shareholder returns.
Fast Forward Program: Investment with Quick Payback
Fast Forward one-time investments generated benefits in 2025 and are expected to deliver CHF 80m of benefits in 2026; program capex of CHF 120–150m over 3 years with payback <2 years and combined annual benefits of CHF 150–200m by 2028.
M&A Execution and Synergy Delivery
Seven transactions signed (six closed) in 2025, including strategic bolt-ons (Middle East, Scandinavia, North America). MBCC integration has delivered CHF 182m of synergies (exceeding original third-year target) and synergy improvements of ~25% over two years.
Data Center Leadership and Project Exposure
Sika has participated in >4,000 data centers globally (400 in 2025; 230 in the Americas), a high-value segment that is a strong growth driver and contributes mid-single to double-digit share in key regions.
R&D and Innovation Investment
R&D spend ~CHF 280m, ~1,800 chemists and 16 global technology centers; innovation delivers a 3–5 percentage point higher gross margin and ~25% of products in market are <5 years old (innovation-led portfolio).
Non-Financial Progress (Safety & Sustainability)
Employee safety improved (safety metric +14%), Scope 1 & 2 GHG reductions achieved, water discharge down 3% and waste disposal down 5.7%, reflecting progress against sustainability commitments.
CH:SIKA 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:SIKA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 20, 2026 | CHF152.75 | CHF158.15 | +3.54% |
Jul 30, 2025 | CHF198.95 | CHF197.00 | -0.98% |
Oct 25, 2024 | CHF244.07 | CHF243.18 | -0.36% |
Jul 30, 2024 | CHF259.52 | CHF264.83 | +2.05% |
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 Sika AG (CH:SIKA) report earnings?
Sika AG (CH:SIKA) is schdueled to report earning on Jul 29, 2026, TBA (Not Confirmed).
What is Sika AG (CH:SIKA) earnings time?
Sika AG (CH:SIKA) earnings time is at Jul 29, 2026, TBA (Not 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 Sika AG stock?
The P/E ratio of Sika AG is N/A.
What is CH:SIKA EPS forecast?
CH:SIKA EPS forecast for the fiscal quarter 2026 (Q2) is 3.11.