Electrolux AB Class B (ELUXY)
OTHER OTC:ELUXY
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Electrolux AB
(OTC:ELUXY)
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Rating:52Neutral
Price Target:
$13.00
▼(-1.44% Downside)
Action:ReiteratedDate:02/01/26
The score is held back primarily by weak financial quality—high leverage and pressured cash flow despite a modest profit rebound. Technicals are a clear positive with strong upward trend and momentum, while valuation appears only moderate (P/E ~23.8) given the still-fragile recovery. Earnings-call guidance is mixed: strong cost-efficiency execution and liquidity, but significant tariff and pricing headwinds for 2026.
Positive Factors
Cost reduction capability
Achieving SEK 4.0bn in cost savings demonstrates durable operational levers (procurement, value engineering, conversion) that sustainably improve margins. These structural efficiencies increase resilience to volume or pricing setbacks and support reinvestment or debt paydown over the medium term.
Negative Factors
Very high leverage
Extremely high leverage markedly reduces balance-sheet flexibility and raises refinancing and covenant sensitivity if earnings dip. With equity cushions thin versus historical norms, a sustained earnings setback or weaker cash conversion would materially impair ability to deleverage or pursue strategic investments.
Read all positive and negative factors
Positive Factors
Negative Factors
Cost reduction capability
Achieving SEK 4.0bn in cost savings demonstrates durable operational levers (procurement, value engineering, conversion) that sustainably improve margins. These structural efficiencies increase resilience to volume or pricing setbacks and support reinvestment or debt paydown over the medium term.
Read all positive factors
Electrolux AB (ELUXY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.86B
Dividend YieldN/A
Average Volume (3M)12.00
Price to Earnings (P/E)9.2
Beta (1Y)0.96
Revenue Growth4.10%
EPS GrowthN/A
CountryUS
Employees41,000
SectorConsumer Cyclical
Sector Strength84
IndustryFurnishings, Fixtures & Appliances
Share Statistics
EPS (TTM)0.39
Shares Outstanding137,442,800
10 Day Avg. Volume0
30 Day Avg. Volume12
Financial Highlights & Ratios
PEG Ratio-0.13
Price to Book (P/B)1.97
Price to Sales (P/S)0.13
P/FCF Ratio-16.24
Enterprise Value/Market Cap25.41
Enterprise Value/Revenue0.36
Enterprise Value/Gross Profit2.19
Enterprise Value/Ebitda5.45
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.79
Revenue Forecast (FY)$14.22B
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:Apr 24, 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.
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Q4-2025 Updates
Positive
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
48
Neutral
Balance Sheet
34
Negative
Cash Flow
27
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 131.28B | 136.15B | 134.45B | 134.88B | 125.63B |
| Gross Profit | 21.70B | 20.30B | 17.14B | 17.70B | 23.98B |
| EBITDA | 9.51B | 7.67B | 3.22B | 5.29B | 11.15B |
| Net Income | 825.31M | -1.39B | -5.23B | -1.32B | 4.68B |
Balance Sheet | |||||
| Total Assets | 114.63B | 125.39B | 120.05B | 127.10B | 107.61B |
| Cash, Cash Equivalents and Short-Term Investments | 15.82B | 16.34B | 15.50B | 17.73B | 11.09B |
| Total Debt | 43.50B | 43.63B | 40.87B | 41.38B | 18.82B |
| Total Liabilities | 105.92B | 115.67B | 108.78B | 110.65B | 89.00B |
| Stockholders Equity | 8.70B | 9.72B | 11.27B | 16.44B | 18.60B |
Cash Flow | |||||
| Free Cash Flow | -1.05B | -451.00M | -1.70B | -9.66B | 1.02B |
| Operating Cash Flow | 1.12B | 4.20B | 4.00B | -2.27B | 7.06B |
| Investing Cash Flow | -2.52B | -4.28B | -4.36B | -6.96B | -6.82B |
| Financing Cash Flow | 1.83B | 1.27B | -1.55B | 15.60B | -9.79B |
Electrolux AB Technical Analysis
Negative
13.19
Price Trends
15.31
Negative
14.27
Negative
13.37
Negative
Market Momentum
-0.68
Negative
39.22
Neutral
54.52
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ELUXY, the sentiment is Negative. The current price of 13.19 is above the 20-day moving average (MA) of 13.13, below the 50-day MA of 15.31, and below the 200-day MA of 13.37, indicating a bearish trend. The MACD of -0.68 indicates Negative momentum. The RSI at 39.22 is Neutral, neither overbought nor oversold. The STOCH value of 54.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ELUXY.
Electrolux AB Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $15.81B | 22.49 | 30.07% | ― | 18.87% | 58.76% | |
71 Outperform | $278.60M | 2.98 | 15.70% | 2.99% | -6.24% | 24.18% | |
67 Neutral | $6.21B | 18.35 | 4.50% | ― | -0.82% | -23.99% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
52 Neutral | $1.86B | 9.18 | 10.45% | ― | 4.10% | ― | |
50 Neutral | $1.03B | 14.70 | 0.83% | 4.16% | 4.34% | -141.36% | |
47 Neutral | $3.64B | 9.33 | 12.72% | 7.40% | -11.36% | -133.01% |
* Consumer Cyclical Sector Average
ELUXY
Electrolux AB
13.80
1.09
8.54%
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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.