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Epiroc AB (EPOAY)
OTHER OTC:EPOAY
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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
Recurring Aftermarket RevenueA 63% aftermarket share signals a large installed base and recurring consumables, parts and service revenue. This mix smooths cyclical equipment swings, supports higher lifetime margins, and creates durable cash flow and multi-year customer relationships that underpin stable earnings.
Automation & Electrification LeadershipSecuring the company's largest contract for autonomous BEV rigs demonstrates technological leadership and scale in automation. This strengthens differentiation, expands long-term services/software revenue, and deepens strategic OEM/customer ties that raise switching costs and support durable competitive advantage.
Strong Margins And Cash ConversionHigh operating margins paired with ~90% cash conversion indicate consistent operational efficiency and strong cash conversion of earnings. That combination funds organic R&D, bolt-on M&A and dividends while keeping leverage low (net debt/EBITDA ~0.73), bolstering long-term financial flexibility.
Bears Say
Slowing Revenue GrowthAfter rapid expansion in 2022–2023, top-line momentum weakened into 2025 and TTM declines signal softer demand. Persistent slower revenue reduces operating leverage benefits, limits reinvestment capacity and can pressure return on capital and long-term EPS growth if sustained.
Weakening Free Cash Flow MomentumA sharp decline in FCF momentum and operational cash covering only about half of total debt raise concerns about cash quality. Reduced free cash flow growth constrains capital allocation optionality for electrification investments, bolt-on M&A and shareholder returns over the medium term.
End‑market And Input Cost VulnerabilitiesExposure to commodity cycles (e.g., nickel) and weak construction attachments makes equipment and aftermarket demand cyclical. Combined with input cost shocks (tungsten) and tariff pressures noted by management, this creates durable downside risk to volumes, margins and working capital conversion.

EPOAY FAQ

What was Epiroc AB’s price range in the past 12 months?
Epiroc AB lowest stock price was $19.84 and its highest was $30.17 in the past 12 months.
    What is Epiroc AB’s market cap?
    Epiroc AB’s market cap is $34.37B.
      When is Epiroc AB’s upcoming earnings report date?
      Epiroc AB’s upcoming earnings report date is Jul 21, 2026 which is in 75 days.
        How were Epiroc AB’s earnings last quarter?
        Epiroc AB released its earnings results on Apr 29, 2026. The company reported $0.187 earnings per share for the quarter, missing the consensus estimate of $0.198 by -$0.011.
          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 0.22.
              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 $0.187 in its last earnings report, missing expectations of $0.198. Following the earnings report the stock price went up 6.978%.
                  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

                    Q1 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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