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Compagnie de Saint-Gobain SA (FR:SGO)
:SGO
Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.21Last Year’s EPS
3.63Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a majority of positive operational and financial outcomes: sales and earnings growth, strong free cash flow (58% conversion), disciplined capital allocation, successful integrations (Construction Chemicals) and solid regional outperformance in Asia and Latin America. These positives were tempered by significant near‑term headwinds — FX, weather‑related volume losses (notably North American roofing and French flooding), elevated non‑operating costs in H2 and some regional softness (Germany, parts of Northern Europe, and modest weakness in China). Management expects H1 2026 to be weaker with normalization and recovery in H2, and reiterated strategic growth initiatives and portfolio rotation that support medium‑term confidence.Company Guidance
Group revenue and profit growth
Sales +2.1% in local currencies (like‑for‑like virtually stable). Operating income +3.8% in local currencies and EBITDA +3.4% in local currencies with EBITDA margin stable at 15.5%.
Strong recurring earnings and shareholder returns
Recurring net income EUR 3.3 billion. Dividend proposed at EUR 2.30 per share (+4.5%). EUR 1.5 billion returned to shareholders in 2025 through dividends and buybacks; plan to return ~EUR 8 billion (2026–2030) including ~EUR 2 billion buybacks and ~EUR 6 billion dividends.
Robust cash generation and balance sheet
Free cash flow EUR 3.8 billion with a cash conversion ratio of 58% (above 50% target). Net debt-to-EBITDA stable at 1.4x, demonstrating balance‑sheet strength while funding M&A and returns.
Regional outperformance in Asia, Latin America and recovery in Europe
Asia Pacific delivered strong growth (management cited +17% in local currencies; earlier commentary noted Asia & emerging markets +12.6% LC). Latin America +13.5% LC and +6.9% like‑for‑like. Europe returned to growth in H2 with improvements in France, UK and Southern Europe.
Construction chemicals integration and momentum
Strategic acquisitions (Cemix, FOSROC) drove substantial growth in Construction Chemicals (~16% sales growth cited). Management also highlighted ~11% organic sales growth for the combined Construction Chemicals platform with ~20% combined EBITDA margin, and a roadmap to grow the segment to >EUR 9 billion sales by 2030 (from ~EUR 6.5 billion).
Operational discipline and margin protection actions
Positive price/cost spread maintained (prices +0.8%). Examples of margin protection included plant shutdowns/optimizations, cost actions and restructuring where needed; EBITDA margin held broadly stable despite mixed market conditions.
Pipeline and solution-led growth opportunities
Large solutions pipeline highlighted (over 600 data center projects across 26 countries) and stated ambition to significantly grow data‑center related sales (management referenced a potential to triple sales in that area to 'hundreds of millions').
Active portfolio rotation
EUR 1.2 billion of sales rotated in 2025; target to rotate >20% of sales by 2030. Continued disciplined M&A and divestment program focused on value creation and high‑growth geographies.
FR:SGO Earnings History
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
FR:SGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | €87.80 | €86.86 | -1.07% |
Jul 31, 2025 | €101.20 | €100.30 | -0.89% |
Feb 27, 2025 | €94.07 | €92.84 | -1.31% |
Jul 26, 2024 | €74.72 | €77.87 | +4.22% |
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 Compagnie de Saint-Gobain SA (FR:SGO) report earnings?
Compagnie de Saint-Gobain SA (FR:SGO) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Compagnie de Saint-Gobain SA (FR:SGO) earnings time?
Compagnie de Saint-Gobain SA (FR:SGO) earnings time is at Jul 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Compagnie de Saint-Gobain SA stock?
The P/E ratio of Compagnie de Saint Gobain is N/A.
What is FR:SGO EPS forecast?
FR:SGO EPS forecast for the fiscal quarter 2026 (Q2) is 3.21.