Hermes International SCA Unsponsored ADR (HESAY)
OTHER OTC:HESAY
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Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
2.46Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial picture: solid top-line growth (EUR 16bn+), expanding margins and robust cash generation, coupled with significant investments in production capacity, retail and employees. Challenges are manageable but notable — perfume and watches underperformed, currency headwinds and higher exceptional taxes weighed on results, and there are investor concerns around inventory dynamics, brand desirability and long-term volume expansion. Overall, the positive results, margin improvement and strong cash/financial position materially outweigh the lowlights.Company Guidance
Record Revenue Above EUR 16 Billion
Revenue exceeded EUR 16.0 billion in FY2025, up 9% at constant exchange rates and 5.5% at current exchange rates.
Strong Q4 Performance
Q4 sales reached EUR 4.1 billion, growing 10% at constant exchange rates, with double-digit growth in Europe, Japan, America and the Middle East; Asia ex-Japan grew 8% in Q4.
Robust Division Growth Led by Leather Goods
Leather Goods & Saddlery grew 13%; Clothes & Accessories +6%; Silk & Textile +5%; Other divisions (including Jewellery and Home) +11%.
Geographic Strength and Balance
All regions posted growth: Japan +14%, Europe +11%, America +12%, France +9%, Other zones (incl. Middle East) +15%, maintaining a balanced geographic mix.
High Profitability and Margin Expansion
Recurring operating income rose to EUR 6.6 billion (+7% YoY). Recurring operating profitability reached 41.0% (up 0.5 percentage points). Gross margin improved to 71.1% from 70.3% in 2024.
Strong Cash Generation and Financial Position
Business cash flow up 11%; operating cash flow EUR 5.6 billion; adjusted free cash flow EUR 3.9 billion. Net cash position rose by ~EUR 700 million to EUR 12.8 billion; cash represents >50% of assets.
Sustained Investment in Capacity and Stores
Operational investments reached EUR 1.2 billion (up materially vs prior year), including EUR 769 million for strategic retail network projects and EUR 226 million to increase production capacity (new leather workshops and other sites).
Workforce Expansion and Employee Share
Hermès onboarded an additional 1,300 people in 2025 (60% in France), created 6,200 jobs over 3 years, paid EUR 328 million to employees (bonus/incentives/profit sharing) and granted a EUR 3,000 bonus to each of ~26,000 employees.
Strong CSR & Sustainability Progress
Scope 1 and 2 emissions reduced by 69% in absolute terms vs 2018; Scope 3 intensity improved by 58% over the same period. Inclusion metrics: 49% female representation in top 100 positions; inclusion in CDP A List and improved Sustainalytics rating.
Retail & Brand Engagement Initiatives
Opened new stores (Scottsdale, Nashville), ~15 extensions/renovations planned (incl. Florence, Macau, Changsha), Hermestories and Hermes in the Making attracted >66,000 visitors; launched new product successes and collections across Jewellery, Home and Ready-to-wear.
Shareholder Returns
Proposed ordinary dividend EUR 18 per share (39% payout excluding exceptional contribution) and interim dividend scheduled, continuing a shareholder-return policy funded from strong cash generation.
Hermes International SCA Unsponsored ADR (HESAY) Earnings, Revenues Date & History
HESAY 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
HESAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $249.69 | $256.61 | +2.77% |
Jul 30, 2025 | $272.12 | $258.81 | -4.89% |
Feb 14, 2025 | $289.02 | $293.48 | +1.54% |
Jul 25, 2024 | $217.71 | $214.32 | -1.56% |
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 Hermes International SCA Unsponsored ADR (HESAY) report earnings?
Hermes International SCA Unsponsored ADR (HESAY) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is Hermes International SCA Unsponsored ADR (HESAY) earnings time?
Hermes International SCA Unsponsored ADR (HESAY) 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 HESAY EPS forecast?
Currently, no data Available