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Compagnie de Saint-Gobain SA (CODYY)
OTHER OTC:CODYY
Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.76Last Year’s EPS
0.84Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive performance: the company delivered sales and profit growth, strong free cash flow, stable margins, successful integration and momentum in construction chemicals, and robust growth in Asia and Latin America. Key challenges include a meaningful North America/roofing volume decline driven by unusually calm weather and significant near-term weather-related volume headwinds into Q1 2026, plus negative FX effects that disproportionately hit operating income and some regional weakness in Northern Europe and China. Management articulated clear mitigation actions, disciplined capital allocation, and a confident outlook (EBITDA margin >15% for 2026) while flagging a weaker H1 and expecting normalization in H2.Company Guidance
Revenue and Profit Growth
Sales growth of 2.1% in local currencies (like-for-like virtually stable); operating income up 3.8% in local currencies; EBITDA up 3.4% in local currencies; EBITDA margin stable at 15.5%.
Recurring Net Income and EPS
Recurring net income of EUR 3.3 billion; EPS increased 2.5% (6.4% in local currencies).
Strong Free Cash Flow and Cash Conversion
Generated EUR 3.8 billion free cash flow with a 58% cash conversion ratio (above target of 50%); net debt/EBITDA stable at 1.4x.
Construction Chemicals Momentum
Construction chemicals showed almost 16% sales growth in local currencies; integration of Cemix and FOSROC delivering ~11% organic sales growth with ~20% combined EBITDA margin; ambition to reach >EUR 9 billion sales by 2030 in construction chemicals.
Regional Outperformance in Asia & Latin America
Asia Pacific sales up 17% in local currencies (2.4% like-for-like) with record operating margin; India delivered double-digit growth and market share gains; Latin America up 13.5% in local currencies (6.9% like-for-like).
Portfolio Optimization and Shareholder Returns
Continued portfolio rotation (EUR 1.2 billion of sales rotated in 2025) with a target to rotate >20% of sales by 2030; returned EUR 1.5 billion to shareholders in 2025 and planning ~EUR 8 billion of buybacks/dividends 2026-2030 (approx. EUR 2bn buybacks + EUR 6bn dividends).
Operational Discipline and Margin Protection
Maintained stable operating margin despite negative currency impact; positive price/cost spread with disciplined pricing and cost actions (EBITDA margin held at 15.5% and operating margin broadly stable).
Working Capital and CapEx Discipline
Operating working capital at 11 days of sales (reduced 1 day year-on-year); CapEx around 4.5% of sales (guidance to remain stable), and 80% of growth CapEx allocated to high-growth markets.
CODYY 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
CODYY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $20.72 | $20.50 | -1.10% |
Jul 31, 2025 | $23.24 | $22.96 | -1.19% |
Feb 27, 2025 | $19.94 | $19.50 | -2.19% |
Jul 26, 2024 | $16.36 | $17.06 | +4.22% |
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 Compagnie de Saint-Gobain SA (CODYY) report earnings?
Compagnie de Saint-Gobain SA (CODYY) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Compagnie de Saint-Gobain SA (CODYY) earnings time?
Compagnie de Saint-Gobain SA (CODYY) earnings time is at Jul 29, 2026, After Close (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 CODYY EPS forecast?
CODYY EPS forecast for the fiscal quarter 2026 (Q2) is 0.76.