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Holcim Ltd Unsponsored ADR (HCMLY)
OTHER OTC:HCMLY
Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.4Last Year’s EPS
0.41Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong, broad-based profitable growth with meaningful margin expansion, robust free cash flow, a healthy balance sheet and clear mid‑term capital allocation (NextGen Growth 2030). Regional strengths (Europe, LatAm, North Africa/Australia) and traction in sustainable, high‑value solutions were repeatedly highlighted. Key headwinds include FX effects, some LatAm integration pressures and uncertainty around EU ETS/CCUS economics, but management portrayed these as manageable or temporary. Given the preponderance of positive operational and financial metrics, plus confident guidance for 2026 aligned with mid‑term targets, the tone of the call is overall constructive and upbeat.Company Guidance
Strong recurring EBIT growth and margin expansion
Recurring EBIT accelerated in Q4 (+12.2%) and achieved full-year recurring EBIT growth of 10.3% (12.2% organic growth), materially exceeding the 6%–10% target. Group recurring EBIT margin expanded by ~80 basis points to 18.3%.
Robust free cash flow and healthy balance sheet
Free cash flow reached CHF 2.2 billion with a cash conversion of 54%. Net debt leverage closed 2025 at 0.9x. Return on invested capital (ROIC) increased to 11.2%.
Shareholder returns and capital flexibility
Board proposed dividend CHF 1.7 (payout ratio 53%; post-tax dividend yield 2.4%). Foreign capital contribution reserves exceed CHF 7 billion (~17% of market cap) and NextGen Growth 2030 provides up to CHF 22 billion capital deployment capacity to 2030 with a committed CHF 7 billion return to shareholders.
Europe: margin-led performance and infrastructure wins
Europe delivered strong margin expansion (140 bps in the year and 430 bps 2020–2025) driven by high-value strategy and sustainable offerings; secured major infrastructure contracts (e.g., Gotthard Tunnel and Axenstrasse) and sees improving residential permits.
Latin America growth and retail expansion
Latin America achieved double-digit net sales growth for the year with a recurring EBIT margin above 30% (despite integration costs). Disensa retail franchise opened 460 stores in 2025, reaching 2,360 outlets.
Asia, Middle East & Africa strong momentum
AMEA reported double-digit recurring EBIT growth (14.1%) and margin expansion of 220 basis points, with particularly strong performance in North Africa and positive momentum in Australia.
Sustainability and circular construction traction
Premium low‑carbon products (ECOPact, ECOPlanet) and recycling solution ECOCycle scaling: circular construction net sales near CHF 500 million in 2025 with target CHF 800 million by 2030; 109 circular hubs established and examples of large projects using low-carbon solutions.
Active M&A and disciplined execution
2025 closed 21 transactions (18 acquisitions, 3 divestments); 66 acquisitions completed 2020–2025 at an average ~5.3x EV/EBITDA (including synergies). Signed Xella and Pacasmayo (expected closes in 2026) and expect CHF 120–150 million EBIT contribution scope from the larger deals.
Clear 2026 guidance aligned with mid‑term targets
Guidance set to organic net sales growth 3%–5%, organic recurring EBIT growth 8%–10%, continued margin enhancement and an estimated ~CHF 2 billion cash flow; circular construction volume growth target 20%+ in 2026.
Operational discipline and talent
CapEx discipline (≈CHF 400 million in 2025), continued cost and operational focus, recognized as a global Top Employer, and a workforce of ~45,000 supported by in‑house Holcim University.
HCMLY 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
HCMLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $18.59 | $18.43 | -0.82% |
Jul 31, 2025 | $15.97 | $16.00 | +0.23% |
Feb 28, 2025 | $12.51 | $12.85 | +2.68% |
Jul 26, 2024 | $11.14 | $11.14 | >-0.01% |
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 Holcim Ltd Unsponsored ADR (HCMLY) report earnings?
Holcim Ltd Unsponsored ADR (HCMLY) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is Holcim Ltd Unsponsored ADR (HCMLY) earnings time?
Holcim Ltd Unsponsored ADR (HCMLY) earnings time is at Jul 24, 2026, Before Open (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 HCMLY EPS forecast?
HCMLY EPS forecast for the fiscal quarter 2026 (Q2) is 0.4.