The earnings call reflected significant challenges, including a notable decline in revenue and gross margin, increased legal risks, and tariff impacts. However, proactive cost-saving measures and operational improvements were also highlighted. Despite these efforts, the negative aspects of financial performance and ongoing legal issues were prominent.
Company Guidance -
Q3 2025
During the Caesarstone Second Quarter 2025 Earnings Conference Call, the company provided detailed guidance on their financial performance and strategic initiatives. They reported a global revenue of $101.1 million, marking a 15.6% year-over-year decline on a constant currency basis, largely due to lower volumes amid global economic headwinds. The U.S. market saw a 17% decline in sales to $49.6 million, whereas Australia experienced an 18.2% drop in constant currency terms. The company's gross margin fell to 19.6% from 22.9% the previous year, and adjusted EBITDA showed a loss of $6.4 million. Despite these challenges, Caesarstone has implemented cost reduction measures, expecting $20 million in annual savings by the second half of 2025, contributing to a total of $55 million saved since 2022. Additionally, they are expanding their Porcelain product development and have launched a zero crystalline silica collection in Australia. The company maintains a strong cash position with $75.6 million in cash and $72.4 million net cash as of June 30, 2025, and is evaluating pricing strategies to mitigate the impact of U.S. tariffs, which could affect 15% to 25% of products sold in the region.
Cost Reduction Achievements
The company initiated incremental cost reductions expected to bring an additional $10 million of annualized savings commencing in the second half of 2025, adding to $10 million already realized in 2025 compared to 2024. Total annualized cost savings since 2022 now amount to over $55 million.
Operational Improvements
Over 70% of production has been shifted to the global manufacturing network, enhancing operational flexibility. Progress in the Porcelain business and launch of zero crystalline silica products in Australia further support competitiveness.
Strong Financial Position
As of June 30, 2025, the company had a net cash position of $72.4 million with total cash of $75.6 million and total debt of $3.2 million.
EMEA Sales Stability
EMEA sales increased by 0.7% on a constant currency basis due to strong performance across direct and indirect channels and expansion 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
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?
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