Want to see CH:STMN full AI Analyst Report?
Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.61Last Year’s EPS
1.66Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
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
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.
CH:STMN 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:STMN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | CHF83.78 | CHF87.40 | +4.32% |
Feb 18, 2026 | CHF95.26 | CHF96.07 | +0.85% |
Oct 29, 2025 | CHF86.60 | CHF93.18 | +7.61% |
Aug 13, 2025 | CHF102.46 | CHF94.19 | -8.07% |
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 Aug 19, 2026, Before Open (Confirmed).
What is Straumann Holding AG (CH:STMN) earnings time?
Straumann Holding AG (CH:STMN) earnings time is at Aug 19, 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?
CH:STMN EPS forecast for the fiscal quarter 2026 (Q2) is 1.61.