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Amsterdam Commodities N.V. (NL:ACOMO)
:ACOMO
Netherlands Market

Amsterdam Commodities N.V. (ACOMO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 28, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
1.42
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 05, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlights a clear positive operating year with record sales, strong net profit improvement (+64%), record EPS and segment successes (Spices & Nuts, Food Solutions and recovery in Organic Ingredients). These positives are tempered by concentrated, but manageable, headwinds: substantial working capital build (EUR 164m) driven by high inventory values (notably cocoa), operational challenges and temporary production shutdown in Edible Seeds, and persistent pressure in Tea. Management outlined corrective actions (operational fixes, organizational changes, centralization in Tea), expects cocoa prices and working capital to normalize (cocoa ~USD 6,000/tonne end‑2025 to ~USD 3,000/tonne early‑2026) and reaffirmed midterm targets. Overall, the favorable financial results and clear remediation plans outweigh the cited challenges.
Company Guidance
Management reiterated mid‑term guidance and expects 2026 to see more normalized commodity prices and lower working capital, forecasting leverage to decline during 2026 after €164m of working‑capital consumption in 2025; they expect the Edible Seeds business to largely return to normal in 2026 (SunButter production outage in Q4 resumed end‑Jan 2026) with H1 EBITDA potentially a little below H1 2025 and a catch‑up in H2. Key 2025 metrics cited: group sales +7% to €1.5bn, adjusted EBITDA up roughly 8.7–9% (company referenced €118.2m and also cited €180m in different contexts), EBITDA margin improved to 8.1% (from 8.0%) toward a 9% target, net profit +64% to €74m, adjusted EPS +8.8% to €2.18, operating cash flow excluding working capital up ~12% (≈€120m), a proposed dividend €1.40/share (+12% vs 2024, payout ~65% vs 70% policy), and cocoa prices falling from ~$6,000/t at end‑2025 to ~$3,000/t today — all of which underpin the company’s commitment to its sales, margin, leverage and dividend ambitions.
Record Group Sales and Top-Line Growth
Group sales increased by 7.4% year‑on‑year to approximately EUR 1.5 billion (around +10% on a constant currency basis per management commentary), delivering a record sales year.
Strong Profitability and Net Income Improvement
Net profit improved by 64% year‑on‑year to EUR 74 million, driven by higher operating income and lower financing costs; operating income rose ~43.5%.
Adjusted EBITDA and Margin Progress
Adjusted EBITDA grew by 8.7% to EUR 118.2 million and the EBITDA margin expanded slightly from 8.0% to 8.1%, showing progress toward the midterm 9% target.
Record Adjusted Earnings Per Share
Adjusted EPS increased by 8.8% to EUR 2.18, representing a record performance for the company.
Record Segment Performance — Spices & Nuts and Food Solutions
Spices & Nuts delivered an all‑time high performance with every company in the segment posting record results; Food Solutions posted a record EBITDA year supported by strong volume growth and commissioning of a new wet blend facility (capacity to potentially triple output).
Organic Ingredients Recovery
Organic Ingredients showed a healthy recovery after prior cocoa hedging impacts, with strong performance across categories (cocoa, coffee, fruit & vegetable, nuts & seeds) and improved margins, contributing materially to group results.
Dividend and Capital Allocation
Proposed full‑year dividend of EUR 1.40 per share, a 12% increase versus 2024, consistent with the company's payout policy and signaling confidence in cash generation.
Strategic M&A and Geographic Expansion
Acquisition of Manuzzi (Nov 2025) expanded the Spices & Nuts footprint into Southern Europe; earlier bolt‑on Delinuts Nordics acquisition also integrated, supporting scale and top‑line growth initiatives.
Sustainability and ESG Progress
Obtained limited assurance on the sustainability statement for the second consecutive year, achieved substantial reductions in Scope 1 & 2 CO2 emissions, initiated SBTi work at Delinuts, installed adapted solar panels at a site, and Tradin Organic joined the Nature Positive initiative.
Cash Flow and Operating Performance (ex‑Working Capital)
Operating cash flow excluding working capital increased by ~12% year‑on‑year, reflecting improved underlying profitability.

Amsterdam Commodities N.V. (NL:ACOMO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NL:ACOMO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 28, 2026
2026 (Q2)
- / -
1.421
Mar 05, 2026
2025 (Q4)
- / -
0.922
Jul 24, 2025
2025 (Q2)
- / 1.42
0.61132.95% (+0.81)
Mar 07, 2025
2024 (Q4)
- / 0.92
0.59355.48% (+0.33)
Jul 23, 2024
2024 (Q2)
- / 0.61
0.748-18.45% (-0.14)
Feb 15, 2024
2023 (Q4)
- / 0.59
0.795-25.41% (-0.20)
Jul 25, 2023
2023 (Q2)
- / 0.75
1.051-28.83% (-0.30)
Feb 21, 2023
2022 (Q4)
- / 0.80
0.858-7.34% (-0.06)
Jul 26, 2022
2022 (Q2)
- / 1.05
0.9668.80% (+0.08)
Feb 22, 2022
2021 (Q4)
- / 0.86
0.426101.41% (+0.43)
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

NL:ACOMO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 05, 2026
€26.75€25.70-3.93%
Jul 24, 2025
€21.42€22.30+4.12%
Mar 07, 2025
€18.02€19.81+9.95%
Jul 23, 2024
€16.43€16.24-1.13%
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 Amsterdam Commodities N.V. (NL:ACOMO) report earnings?
Amsterdam Commodities N.V. (NL:ACOMO) is schdueled to report earning on Jul 28, 2026, TBA (Confirmed).
    What is Amsterdam Commodities N.V. (NL:ACOMO) earnings time?
    Amsterdam Commodities N.V. (NL:ACOMO) earnings time is at Jul 28, 2026, TBA (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 Amsterdam Commodities N.V. stock?
          The P/E ratio of Amsterdam Commodities N.V. is N/A.
            What is NL:ACOMO EPS forecast?
            Currently, no data Available