tiprankstipranks
Electrolux AB Class B (ELUXY)
OTHER OTC:ELUXY
Want to see ELUXY full AI Analyst Report?

Electrolux AB (ELUXY) AI Stock Analysis

24 Followers

Top Page

ELUXY

Electrolux AB

(OTC:ELUXY)

Select Model
Select Model
Select Model
Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
$11.50
▼(-12.81% Downside)
Action:ReiteratedDate:04/25/26
The score is held down primarily by weak cash generation and high leverage despite improving profitability. Technicals are also unfavorable with the stock well below key moving averages and bearish momentum readings. The latest earnings call provides some support via continued cost-savings focus and liquidity, but guidance points to meaningful 2026 tariff and pricing headwinds, while valuation is difficult to assess due to a negative P/E and no dividend yield data.
Positive Factors
Cost-efficiency program delivery
Achieving SEK 4.0bn of recurring cost reductions strengthens structural margins and frees cash to reinvest in innovation and marketing. Repeating the SEK 3.5–4.0bn target for 2026 implies sustainable operating leverage that can support profitability through demand cycles.
Negative Factors
Very high leverage / weak capital structure
A debt-heavy balance sheet (debt far above equity) materially limits financial flexibility and raises refinancing and covenant risk around upcoming maturities. High leverage constrains strategic options, increases interest exposure and amplifies downside during demand weakness.
Read all positive and negative factors
Positive Factors
Negative Factors
Cost-efficiency program delivery
Achieving SEK 4.0bn of recurring cost reductions strengthens structural margins and frees cash to reinvest in innovation and marketing. Repeating the SEK 3.5–4.0bn target for 2026 implies sustainable operating leverage that can support profitability through demand cycles.
Read all positive factors

Electrolux AB (ELUXY) vs. SPDR S&P 500 ETF (SPY)

Electrolux AB Business Overview & Revenue Model

Company Description
AB Electrolux (publ), together with its subsidiaries, manufactures and sells household appliances in Europe, North America, Latin America, the Asia/Pacific, the Middle East, and Africa. The company offers various appliances, such as refrigerators,...
How the Company Makes Money
Electrolux primarily makes money by selling appliances and related products to end customers and professional users through a mix of retailers, distributors, builders/contractors, and direct channels (including e-commerce where applicable). Its ma...

Electrolux AB Earnings Call Summary

Earnings Call Date:Jan 30, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Jul 17, 2026
Earnings Call Sentiment Neutral
The call highlighted clear operational progress — organic growth near target, improved operating margin, SEK 4 billion cost savings achieved and a very strong Q4 cash flow — alongside substantive strategic and sustainability advances. However, the company faces meaningful external headwinds (tariffs, currency and sustained promotional pressure), a difficult North American quarter with negative Q4 EBIT, ongoing price pressure in several regions, and a still-elevated net debt position. Management has reiterated cost-savings targets and organisational changes to offset these challenges, but uncertainty remains about the pace of industry pricing adjustments and tariff passthrough.
Positive Updates
Organic Sales Growth Near Target
Organic sales of SEK 131 billion, representing organic sales growth of 3.9% (close to the midterm 4% target).
Negative Updates
North America: Promotional Pressure and Negative Q4 EBIT
High promotional activity and competitive pressure forced rollback of earlier price increases, contributing to a negative EBIT in Q4. Significant tariff exposure (15–20% for SE Asia, 55–60% for China) and U.S. dollar depreciation weighed on results.
Read all updates
Q4-2025 Updates
Negative
Organic Sales Growth Near Target
Organic sales of SEK 131 billion, representing organic sales growth of 3.9% (close to the midterm 4% target).
Read all positive updates
Company Guidance
Guidance for 2026: Electrolux expects market demand to be roughly neutral in Europe, neutral–to–negative in North America and neutral in Latin America, with volume, price & mix overall expected to be positive (driven by focus categories) but partly offset by negative price development; management anticipates SEK 3.5–4.0 billion in cost‑efficiency contributions, full‑year capex of about SEK 4 billion, increased investment in innovation and marketing to support new launches, and external factors to be “significantly negative” mainly from tariffs (cited import duties ~15–20% from SE Asia and ~55–60% from China), while currency and raw‑material effects are expected to be relatively neutral; balance‑sheet metrics to note include year‑end liquidity (incl. RCF) SEK 32.7 billion, an October 2026 maturity of SEK 5.5 billion and net debt/EBITDA ~3.0x, and management reiterates a mid‑ to‑long‑term organic growth target of about 4%.

Electrolux AB Financial Statement Overview

Summary
Income statement is improving with a return to positive earnings and recovering EBIT/EBITDA margins, but revenue is slightly down TTM and net margin remains very thin. The balance sheet is a major constraint due to very high leverage (debt far above equity), and cash flow is weak with negative TTM operating cash flow and deeply negative free cash flow, indicating poor cash conversion despite reported profits.
Income Statement
46
Neutral
Balance Sheet
28
Negative
Cash Flow
24
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue127.07B131.28B136.15B134.45B134.88B125.63B
Gross Profit20.42B21.70B20.30B17.14B17.70B23.98B
EBITDA7.86B9.51B7.67B3.22B5.29B11.15B
Net Income363.19M825.31M-1.39B-5.23B-1.32B4.68B
Balance Sheet
Total Assets115.01B114.63B125.39B120.05B127.10B107.61B
Cash, Cash Equivalents and Short-Term Investments10.39B15.82B16.34B15.50B17.73B11.09B
Total Debt44.29B43.50B43.63B40.87B41.38B18.82B
Total Liabilities105.66B105.92B115.67B108.78B110.65B89.00B
Stockholders Equity9.35B8.70B9.72B11.27B16.44B18.60B
Cash Flow
Free Cash Flow-3.56B-1.05B-451.00M-1.70B-9.66B1.02B
Operating Cash Flow-1.07B1.12B4.20B4.00B-2.27B7.06B
Investing Cash Flow-2.49B-2.52B-4.28B-4.36B-6.96B-6.82B
Financing Cash Flow1.14B1.83B1.27B-1.55B15.60B-9.79B

Electrolux AB Technical Analysis

Technical Analysis Sentiment
Positive
Last Price13.19
Price Trends
50DMA
14.97
Negative
100DMA
14.41
Negative
200DMA
13.36
Positive
Market Momentum
MACD
-0.13
Negative
RSI
54.54
Neutral
STOCH
94.64
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ELUXY, the sentiment is Positive. The current price of 13.19 is below the 20-day moving average (MA) of 13.20, below the 50-day MA of 14.97, and below the 200-day MA of 13.36, indicating a neutral trend. The MACD of -0.13 indicates Negative momentum. The RSI at 54.54 is Neutral, neither overbought nor oversold. The STOCH value of 94.64 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ELUXY.

Electrolux AB Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$15.80B30.8228.05%15.91%56.74%
68
Neutral
$6.33B12.694.96%2.85%-12.89%
65
Neutral
$284.02M18.1715.70%2.99%-9.75%-14.57%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
50
Neutral
$1.12B14.700.83%4.16%5.62%-65.76%
45
Neutral
$1.59B-8.374.22%5.14%
40
Underperform
$2.92B-9.808.78%7.40%-3.60%1945.71%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ELUXY
Electrolux AB
11.76
-0.91
-7.20%
MLKN
MillerKnoll
16.32
0.21
1.30%
MHK
Mohawk
103.83
-2.48
-2.33%
WHR
Whirlpool
44.96
-30.66
-40.54%
HBB
Hamilton Beach Brands Holding Company
20.92
6.82
48.35%
SN
SharkNinja, Inc.
111.67
19.42
21.05%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Apr 25, 2026