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Epiroc AB (EPOAY)
OTHER OTC:EPOAY

Epiroc AB (EPOAY) Price & Analysis

22 Followers

EPOAY Stock Chart & Stats

$22.43
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Market closed
$22.43
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Bulls Say, Bears Say

Bulls Say
High Recurring Aftermarket/service RevenueA 63% aftermarket share and a 41% service mix create durable, higher-frequency revenue that cushions capital goods cyclicality. This installed-base monetization supports steady margins, predictable cash flow and long-term customer ties that sustain earnings through mining cycles.
Leadership In Automation And ElectrificationLarge autonomous BEV contracts and a growing base of driverless machines position the company as a structural leader in productivity and sustainability solutions. This differentiation increases product stickiness, enables higher-value system sales, and expands long-term service and software revenue pools.
Strong Margin And Cash Generation ProfileSustained mid-to-high teens operating margins and high cash conversion underpin financial resilience. Reliable free cash flow and reduced net debt improve flexibility to fund R&D, bolt-on M&A, and dividends while absorbing cyclical downturns without immediate pressure on operations.
Bears Say
Revenue Contraction And Softer Growth TrendA reversal from multi-year expansion to 2025 revenue decline signals cyclical exposure and makes near-term topline recovery uncertain. Slower revenue growth can pressure operating leverage, limit reinvestment capacity, and increase reliance on cost measures to sustain margins.
Materials Cost Pressure (tungsten/carbides)Sharp tungsten cost inflation directly hits tools/consumables margins where pricing pass-through is imperfect. Persistent elevated input costs risk structurally higher COGS, forcing sustained price increases, margin dilution, or margin recovery programs that may take multiple quarters to offset.
Commodity And Construction Exposure Reducing Aftermarket DemandDependence on mining and construction end-markets leaves aftermarket and equipment demand sensitive to commodity cycles and project activity. Prolonged nickel weakness or slow construction recovery can keep utilization and parts/repair volumes subdued, limiting organic revenue resilience.

EPOAY FAQ

What was Epiroc AB’s price range in the past 12 months?
Epiroc AB lowest stock price was $18.59 and its highest was $30.17 in the past 12 months.
    What is Epiroc AB’s market cap?
    Epiroc AB’s market cap is $31.13B.
      When is Epiroc AB’s upcoming earnings report date?
      Epiroc AB’s upcoming earnings report date is Apr 29, 2026 which is in 19 days.
        How were Epiroc AB’s earnings last quarter?
        Epiroc AB released its earnings results on Jan 26, 2026. The company reported $0.212 earnings per share for the quarter, beating the consensus estimate of $0.21 by $0.002.
          Is Epiroc AB overvalued?
          According to Wall Street analysts Epiroc AB’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Epiroc AB pay dividends?
            Epiroc AB does not currently pay dividends.
            What is Epiroc AB’s EPS estimate?
            Epiroc AB’s EPS estimate is 0.2.
              How many shares outstanding does Epiroc AB have?
              Epiroc AB has 823,766,000 shares outstanding.
                What happened to Epiroc AB’s price movement after its last earnings report?
                Epiroc AB reported an EPS of $0.212 in its last earnings report, beating expectations of $0.21. Following the earnings report the stock price went up 8.582%.
                  Which hedge fund is a major shareholder of Epiroc AB?
                  Currently, no hedge funds are holding shares in EPOAY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Epiroc AB Stock Smart Score

                    Company Description

                    Epiroc AB

                    Epiroc AB (publ), together with its subsidiaries, develops and produces equipment for use in surface and underground applications in North America, Europe, South America, Europe, Africa, the Middle East, Asia, Australia, and India. It operates in two segments, Equipment & Service, and Tools & Attachments. The Equipment & Service segment provides equipment and solutions for rock drilling, rock excavation, rock reinforcement, loading and haulage, and ventilation systems, as well as drilling equipment for exploration, and water and energy; and related spare parts and services for the mining and infrastructure industries. This segment offers solutions for automation, digitalization, and electrification. The Tools & Attachments segment provides consumables for rock drilling, such as drill bits and drill rods, as well as tools for exploration drilling and rock reinforcement; ground engaging tools, such as cast lips, teeth, and protective shrouds, as well as digital solutions for the mining industry; and hydraulic attachments, including hydraulic breakers, shears and pulverizers, concrete cutters and busters, drum cutters, excavator grapples, excavator magnets, hydraulic compactors, crusher and screening buckets, auger drive units, and couplers and thumbs. In addition, the company offers aftermarket services, including new circular services, productivity-enhancing technology-agnostic digital solutions, mid-life upgrades, diesel-to-battery conversions, and remanufacturing of components. The company was founded in 1873 and is headquartered in Nacka, Sweden.

                    Epiroc AB (EPOAY) Earnings & Revenues

                    EPOAY Company Deck

                    EPOAY Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a solid operational and financial performance with notable wins in automation, electrification and strong organic equipment and service growth (full‑year orders +7% organically; Q4 equipment orders +22% organically). Profitability has been defended well (adjusted operating margin ~19.6%) while the balance sheet and cash generation strengthened (net debt down, strong cash conversion). Headwinds from currency, tariffs and rising input costs (notably tungsten) and persistent weakness in construction/attachments and nickel‑exposed service demand are meaningful but appear manageable given active mitigation steps, efficiency programs and strong market positioning. Overall, highlights around innovation, large contract wins, improved cash and margin recovery outweigh the material but addressable lowlights.View all EPOAY earnings summaries
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                    Ownership Overview

                    <0.01%<0.01%100.00%
                    Insiders
                    <0.01% Other Institutional Investors
                    100.00% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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