The earnings call highlighted significant operational improvements, including cost reductions and a stronger financial position. However, these positives were overshadowed by substantial revenue declines, market challenges in key regions, and increased legal liabilities. The sentiment of the call is tempered by a mix of strategic progress and ongoing financial and operational challenges.

Company Guidance

In the Caesarstone Second Quarter 2025 Earnings Conference Call, the company provided several key metrics and guidance related to its financial performance and strategic initiatives. The company reported global revenue of $101.1 million, a decrease of 15.6% on a constant currency basis year-over-year, primarily due to lower volumes. In the U.S., sales declined by 17% to $49.6 million, while Australia and Canada saw sales decreases of 18.2% and 12.5%, respectively, on a constant currency basis. Adjusted EBITDA was a loss of $6.4 million, contrasting with a loss of $0.1 million in the prior year quarter. Gross margin dropped to 19.6% from 22.9% in the previous year, mainly due to reduced production levels and an unfavorable product mix. Operating expenses were reported at $32.5 million, or 32.1% of revenue. The company is implementing cost-saving measures expected to yield $20 million in annualized savings by the second half of 2025, adding to a total of over $55 million in savings since 2022. Caesarstone is also focusing on expanding its Porcelain product line and ensuring compliance with regulatory requirements in Australia. The company remains committed to its transformation strategy to enhance profitability and operational efficiency amid ongoing market and economic challenges.

Cost Reduction Initiatives

Caesarstone initiated additional cost reductions expected to bring $10 million of annualized savings in the second half of 2025, adding to the $10 million already on track for 2025 compared to 2024. Total annualized cost savings since 2022 have reached over $55 million.

Operational Flexibility and Production Shifts

Over 70% of production has been shifted to Caesarstone's global manufacturing network, enhancing operational flexibility and competitiveness.

Porcelain Business Expansion

Accelerated product development and expanded Porcelain product portfolio to capture market opportunities, with a full zero crystalline silica collection launched in Australia.

Solid Financial Position

As of June 30, 2025, Caesarstone's balance sheet included total cash of $75.6 million and total debt of $3.2 million, resulting in a net cash position of $72.4 million.

EMEA Sales Stability

EMEA sales increased by 0.7% on a constant currency basis, with contributions from stronger volumes, favorable order timing, and an expanded direct presence in Germany.

CaesarStone Sdot-Yam (CSTE) 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

Daily Earnings Calendar >

CSTE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.29 / -	-0.24	―	―	―
Aug 06, 2025	2025 (Q2)	-0.18 / -0.33	-0.14	-135.71% (-0.19)	―
May 07, 2025	2025 (Q1)	-0.32 / -0.29	-0.13	-123.08% (-0.16)	―
Mar 05, 2025	2024 (Q4)	-0.23 / -0.35	-0.28	-25.00% (-0.07)	―
Nov 13, 2024	2024 (Q3)	-0.17 / -0.24	-0.2	-20.00% (-0.04)	―
Aug 07, 2024	2024 (Q2)	-0.14 / -0.14	-0.69	79.71% (+0.55)	―
May 08, 2024	2024 (Q1)	-0.16 / -0.13	-0.17	23.53% (+0.04)	―
Feb 21, 2024	2023 (Q4)	-0.17 / -0.28	-0.02	-1300.00% (-0.26)	―
Nov 08, 2023	2023 (Q3)	-0.17 / -0.20	0.01	-2100.00% (-0.21)	―
Aug 09, 2023	2023 (Q2)	-0.05 / -0.69	0.2	-445.00% (-0.89)	―

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

CSTE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$1.77	$1.67	-5.65%
May 07, 2025	$2.47	$2.26	-8.50%
Mar 05, 2025	$3.66	$3.42	-6.56%
Nov 13, 2024	$4.25	$3.87	-8.94%

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 Caesarstone Sdot-Yam Ltd. (CSTE) report earnings?

Caesarstone Sdot-Yam Ltd. (CSTE) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Caesarstone Sdot-Yam Ltd. (CSTE) earnings time?

Caesarstone Sdot-Yam Ltd. (CSTE) earnings time is at Nov 05, 2025, 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 CSTE EPS forecast?

CSTE EPS forecast for the fiscal quarter 2025 (Q3) is -0.29.

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