tiprankstipranks
Trending News
More News >
Straumann Holding AG (CH:STMN)
:STMN
Switzerland Market

Straumann Holding AG (STMN) Earnings Dates, Call Summary & Reports

Compare
14 Followers

Earnings Data

Report Date
May 06, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
1.37
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 18, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: strong organic revenue growth (8.9%), robust margins (core EBIT 26.5% at constant rates), solid free cash flow (CHF 290m) and clear progress on strategic initiatives (iEXCEL uptake, AXS adoption, ClearCorrect transition). Key near-term headwinds include China VBP-related disruption and distributor destocking, FX translation and tariff impacts, and one-off restructuring/transition costs (~CHF 120m after tax). Management provided a constructive outlook for 2026 (high single-digit organic growth and 30–60 bps core EBIT margin improvement at constant FX) and expects most transformation benefits and cost savings to materialize in the second half of 2026 and into 2027. On balance, the highlights (growth, innovation, cash generation, regional strength and strategic roadmap) outweigh the lowlights, though execution and macro/regulatory risks (China, FX, tariffs) remain visible in the near term.
Company Guidance
Straumann guided to high single‑digit organic revenue growth for 2026 and a core EBIT margin improvement of 30–60 basis points at constant 2025 exchange rates (assuming the China VBP around Q2), supported by continued market‑share gains in a >CHF20bn total addressable market (group share rose from 12.5% to 14% over the last 12 months). Management reiterated drivers and phasing: iEXCEL has sold >1.0m implants and Straumann AXS exceeds 15,000 active users; 2025 base figures were CHF2.6bn revenue (organic +8.9%, reported +4.1% with ~CHF100m FX translation impact), core gross margin 70.1%, core EBIT margin 25.2% (26.5% at constant FX), core net CHF478m (net margin 18.3%), free cash flow CHF290m (11.1% of revenue) and CapEx CHF223m. For 2026 they expect materially lower CapEx and working capital, significantly lower non‑core items vs 2025, Smartee‑driven ortho COGS improvements ramping through H2 (with UK/EMEA/APAC production transition largely complete and larger margin benefit from Q3), a tariff-related COGS headwind roughly similar to 2025 (~CHF20m) but more evenly spread, and continued upside from digital equipment and Shanghai manufacturing — the Board also proposed a CHF1.00/share dividend (+5%, ~33% core payout) based on 2025 results.
Strong Top-Line Growth
Revenue of CHF 2.6 billion in FY2025, representing organic revenue growth of 8.9% and reported growth of 4.1% (translation impact ~CHF 100 million).
Improved Profitability and Margins
Core EBIT margin of 26.5% at constant 2024 exchange rates (25.2% including currency effects). Core gross profit margin of 70.1% and core net result of CHF 478 million (net margin 18.3%).
Strong Cash Generation Despite High Investment
Free cash flow of CHF 290 million (11.1% of net revenue) in a year with elevated CapEx (CHF 223 million, +CHF 56 million vs prior year), demonstrating cash conversion while completing a large manufacturing investment cycle.
Record Product Launches and Rapid Commercial Adoption
iEXCEL implant: >1 million units sold (most successful implant launch in company history). SIRIOS X3 intraoral scanner launched Oct 2025 with strong momentum. Straumann AXS reached >15,000 active users within 18 months.
Regional Outperformance
EMEA organic growth above 11% for the full year (notable Q4 strength). North America showed sequential improvement with Q4 organic growth of 6.8%. Latin America delivered high double-digit organic growth around 18% and contributed 17% of group's total organic growth.
Orthodontics Transformation Progress
ClearCorrect manufacturing transition to Smartee progressing as planned for EMEA and APAC, expected to lower COGS and drive margin improvements from mid-2026 onward; new product features (scalloped trimline, mandibular repositioning) planned in 2026.
Sustainability and Education Impact
Trained >370,000 dental professionals (10,700 education programs); Scope 1 and 2 CO2 emissions reduced ~17% vs 2021; 98.5% of electricity consumption from renewable sources.
Capital Allocation and Shareholder Return
Proposed dividend of CHF 1.00 per share (+5% vs prior year), core payout ratio ~33%, reflecting strong cash generation and balanced capital allocation.

Straumann Holding AG (CH:STMN) 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

CH:STMN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 06, 2026
2026 (Q1)
- / -
1.37
Feb 18, 2026
2025 (Q4)
1.48 / 1.33
2.256-41.18% (-0.93)
Oct 29, 2025
2025 (Q3)
- / -
2.946
Aug 13, 2025
2025 (Q2)
1.91 / 1.66
1.76-5.68% (-0.10)
Apr 30, 2025
2025 (Q1)
- / -
2.946
Feb 19, 2025
2024 (Q4)
1.39 / 2.26
1.3369.62% (+0.93)
Oct 29, 2024
2024 (Q3)
2.95 / 2.95
1.43106.01% (+1.52)
Aug 14, 2024
2024 (Q2)
1.53 / 1.76
1.4323.08% (+0.33)
Apr 30, 2024
2024 (Q1)
2.95 / 2.95
1.33121.50% (+1.62)
Feb 27, 2024
2023 (Q4)
1.49 / 1.33
1.330.00% (0.00)
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:STMN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 18, 2026
CHF96.32CHF97.14+0.85%
Oct 29, 2025
CHF87.56CHF94.22+7.61%
Aug 13, 2025
CHF103.60CHF95.24-8.07%
Apr 30, 2025
CHF102.15CHF100.65-1.47%
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 Straumann Holding AG (CH:STMN) report earnings?
Straumann Holding AG (CH:STMN) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
    What is Straumann Holding AG (CH:STMN) earnings time?
    Straumann Holding AG (CH:STMN) earnings time is at May 06, 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 Straumann Holding AG stock?
          The P/E ratio of Straumann Holding AG is N/A.
            What is CH:STMN EPS forecast?
            Currently, no data Available