The earnings call presented a mixed picture. While there were significant achievements in order intake, particularly in Hydropower and Metals, and strategic M&A activities, these were offset by revenue declines, lower reported EBITDA margins, and challenges in the Environment & Energy segment. The overall sentiment leans slightly towards optimism due to the strong order backlog and growth in service revenue.
Company Guidance
During the ANDRITZ Q2 2025 results conference call, the company provided guidance highlighting several key metrics. The order intake for the second quarter was reported at EUR 2.4 billion, representing a 26% increase, while revenue experienced an 8% decline to EUR 1.9 billion. The order backlog rose by 7% to EUR 10.4 billion. The EBITDA margin comparable stood at 8.4%, slightly up from 8.3% in Q2 2024, although the reported EBITDA margin decreased to 7.8% due to restructuring-related severance expenses. The net income margin fell to 5.4% from 5.7%, equating to EUR 102 million. For the first half of 2025, order intake was robust at EUR 4.7 billion, up 23%, with a comparable EBITA margin of 8.3%. The guidance reiterated a strong project pipeline across business areas, with expectations for continued favorable market conditions, particularly in Hydropower, which saw a 173% rise in order intake. The company remains focused on strategic M&A, having completed four significant acquisitions, and is targeting a EUR 9-10 billion revenue range with a margin exceeding 9% by 2027.
Record Order Intake
Order intake for Q2 reached EUR 2.4 billion, up 26%, with particular strength in the Hydropower and Metals segments. The order backlog rose by 7% to EUR 10.4 billion.
Hydropower Segment Growth
Hydropower order intake increased by 173%, from EUR 284 million to EUR 777 million. This segment is expected to continue its strong performance due to favorable market conditions.
Strong M&A Activity
Completed 4 major acquisitions in the first half of 2025, including A. Celli Paper and Salico Group, which are expected to be accretive to margins and strengthen the product portfolio.
Increased Service Revenue
Service revenue reached an all-time high of 44%, contributing positively to the company's financial performance.
Andritz AG (DE:AZ2) 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
DE:AZ2 Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 31, 2025
€66.70
€61.80
-7.35%
Apr 30, 2025
€56.95
€62.75
+10.18%
Mar 06, 2025
€56.39
€58.82
+4.31%
Oct 31, 2024
€58.06
€53.14
-8.47%
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 Andritz AG (DE:AZ2) report earnings?
Andritz AG (DE:AZ2) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).
What is Andritz AG (DE:AZ2) earnings time?
Andritz AG (DE:AZ2) earnings time is at Oct 30, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.