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Diebold Nixdorf Inc (DBD)
NYSE:DBD
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.64Last Year’s EPS
0.37Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strong, improving financial and operational trajectory: record free cash flow, meaningful margin expansion, robust adjusted EBITDA, solid revenue and order growth, structural Lean-driven efficiencies, improved liquidity and credit ratings, and raised 2026 guidance. Noted challenges were localized (retail service disruptions, regional lumpiness, near-term service investment drag) and partially transitory, while management provided plans and guidance to drive further improvements. Overall, positive momentum and balance sheet strength significantly outweigh the cited headwinds.Company Guidance
Record Free Cash Flow and Conversion
Generated a record $239,000,000 of free cash flow in FY2025, more than doubling 2024's $109,000,000; Q4 FCF was $196,000,000 (up ~5% YoY). FCF conversion ~49%, approaching the 2026 target of >50%.
Adjusted EBITDA and Margin Expansion
Full-year adjusted EBITDA expanded to $485,000,000. Q4 adjusted EBITDA reached $164,000,000, up 46% YoY with 350 bps margin improvement; Q4 EBITDA margin 14.9% (up 350 bps YoY, +200 bps sequentially).
Top-Line Growth and Strong Order Momentum
Q4 revenue $1,100,000,000, up 12% YoY and 17% sequentially. Order entry grew 17% YoY and product backlog stood at $733,000,000. 2026 revenue guidance: $3.86–$3.94 billion.
Banking Business Strength (ATM/Recyclers)
Banking Q4 revenue up 11% YoY (full year +1.2%). Banking product revenue grew 20% YoY in Q4. Banking gross margin expanded ~410 bps YoY in Q4 driven by high-capacity recycler adoption and improved product margins.
Retail Momentum and AI-led Wins
Retail Q4 revenue increased 12% YoY to over $300,000,000; retail product revenue +16% YoY in Q4 and full-year retail revenue +2.1%. Secured nine new U.S. logos, including grocery and QSR wins; SmartVision AI moved from pilot to multiple live store implementations.
Gross Margin and Operating Profit Improvement
Q4 total gross margin expanded to 27.1% (up 320 bps YoY). Full-year gross margin 26.4% (up 110 bps YoY). Q4 operating profit $129,000,000 (up 81% YoY) and operating margin 11.6% (up 440 bps YoY).
Lean and Working Capital Improvements
Lean initiatives produced structural benefits: dynamic Kanban achieved ~30% sustained inventory reduction for >400 items; order processing time improved ~17%; DIO improved ~9 days YoY; DSO improved ~4 days to ~50 days; product lead times reduced to ~70–80 days from 120+ days.
Balance Sheet Strength and Capital Returns
Liquidity >$700,000,000 (including $416,000,000 cash & short-term investments and an undrawn $310,000,000 revolver); net debt leverage ~1.1x. Returned $128,000,000 to shareholders in 2025 (~2.3M shares, ~6% of company) and announced a new $200,000,000 repurchase authorization. Moody's upgraded rating to B1 (from B2).
Forward Guidance and Outlook
2026 guidance raised vs Investor Day targets: revenue $3.86–$3.94B; adjusted EBITDA $510–$535M (~8% growth at midpoint); free cash flow $255–$270M (~10% growth at midpoint); adjusted EPS guidance $5.25–$5.75 (midpoint implies ~22% YoY growth on a comparable basis excluding certain 2025 tax items).
DBD 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
DBD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $72.36 | $75.59 | +4.46% |
Nov 05, 2025 | $56.24 | $63.24 | +12.45% |
Aug 06, 2025 | $56.22 | $59.47 | +5.78% |
May 07, 2025 | $45.25 | $44.00 | -2.76% |
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 Diebold Nixdorf Inc (DBD) report earnings?
Diebold Nixdorf Inc (DBD) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Diebold Nixdorf Inc (DBD) earnings time?
Diebold Nixdorf Inc (DBD) earnings time is at May 12, 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 DBD EPS forecast?
DBD EPS forecast for the fiscal quarter 2026 (Q1) is 0.64.