The earnings call presented several significant challenges, including a notable decline in revenue across major markets, decreased gross margins, and legal challenges. These issues were somewhat balanced by strategic operational shifts and growth in certain regions, yet the overall sentiment remains cautious due to the financial losses and ongoing market pressures.
Company Guidance -
Q2 2025
During the Caesarstone First Quarter 2025 Earnings Conference Call, the company provided detailed guidance on various performance metrics. Caesarstone reported a global revenue of $99.6 million, which represented a 14.5% year-over-year decrease on a constant currency basis, mainly due to lower volumes impacted by global economic headwinds. The U.S. sales fell 19.4% to $49.1 million, with Canada and Australia also seeing declines of 11.5% and 28.2% respectively, while the EMEA region showed a positive growth of 16.4%. The gross margin was 21.3%, down from 24.5% in the previous year, influenced by lower fixed cost absorption and unfavorable product mix. Operating expenses rose to $35.9 million, making up 36.1% of the revenue. The adjusted EBITDA showed a loss of $7.1 million, and the adjusted net loss per share was $0.29. Despite these challenges, the company maintained a net cash position of $85.3 million, indicating significant financial flexibility. Caesarstone withdrew its full-year outlook due to macroeconomic pressures and recently imposed U.S. tariffs but is focused on achieving $10 million in savings through cost optimization initiatives in 2025.
Operational Flexibility Achieved
Shifted more than 70% of production to global manufacturing network, allowing quick adaptation to market fluctuations and maintaining resilient gross margins.
Porcelain Segment Growth
Ongoing investments in porcelain and the completion of the Lioli Ceramica minority acquisition expected to drive innovation and capture new market opportunities.
EMEA and Israel Market Growth
EMEA region revenue increased by 16.4% and Israel sales increased by 13.2% on a constant currency basis, reflecting improved market conditions.
Strong Financial Position
Net cash position of $85.3 million, providing significant financial flexibility to navigate challenges and continue investments.
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
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
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%
Aug 07, 2024
$5.25
$4.86
-7.43%
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 Aug 06, 2025, Before Open (Confirmed).
What is Caesarstone Sdot-Yam Ltd. (CSTE) earnings time?
Caesarstone Sdot-Yam Ltd. (CSTE) earnings time is at Aug 06, 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.