Neste's earnings call presented a mix of strong achievements in renewable sales and commercial partnerships, alongside challenges such as safety concerns and delays in expansion projects. Despite these issues, the company is making progress on its performance improvement program and benefiting from favorable regulatory developments.

Company Guidance

During the call, Neste provided comprehensive guidance for the remainder of the fiscal year, emphasizing several key metrics and strategic initiatives. The company highlighted a significant reduction in total recordable injury frequency, aiming to lower the current figure of 1.6 incidents per million hours. Neste also reported a strong financial performance with a group comparable EBITDA of EUR 341 million for Q2 2025. Renewable Products contributed EUR 174 million, with an 80% increase in sustainable aviation fuel (SAF) sales, marking the highest renewable volumes in the company's history. Neste's performance improvement program is on track, with EUR 107 million in EBITDA run rate improvements already booked, aiming for a EUR 350 million improvement by the end of 2026. The company also maintained a strong free cash flow of EUR 226 million, despite a refining margin of $10 per barrel being lower than expected. On the strategic front, Neste is advancing its Rotterdam capacity expansion, with the new SAF refinery set to become the largest in Europe by 2027. Regulatory developments, particularly in the EU and the U.S., were also discussed, with Neste optimistic about the potential positive impact on renewable diesel and SAF demand.

Record Renewable Volume and SAF Sales

SAF sales increased by 80% in Q2, and overall renewable volumes were the highest in Neste's history.

Strong Free Cash Flow

Free cash flow reached EUR 226 million despite significant investments and debt.

Performance Improvement Program Progress

On track to achieve EUR 350 million EBITDA improvement by the end of 2026, with EUR 107 million already booked.

Commercial Partnerships

Expanded customer roster with well-known brands like DHL, Amazon, and FedEx.

Positive Regulatory Developments

Progress in EU and US regulatory frameworks supporting renewable fuels, including SAF mandates and RVO decisions.

Neste (NTOIY) 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

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NTOIY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.11 / -	0.011	―	―	―
Jul 24, 2025	2025 (Q2)	0.02 / 0.04	-0.027	229.63% (+0.06)
Apr 29, 2025	2025 (Q1)	-0.04 / -0.02	0.177	-112.99% (-0.20)
Feb 13, 2025	2024 (Q4)	0.04 / -0.07	0.355	-119.15% (-0.42)
Oct 24, 2024	2024 (Q3)	0.06 / 0.01	0.464	-97.63% (-0.45)
Jul 25, 2024	2024 (Q2)	0.03 / -0.03	0.346	-107.80% (-0.37)
Apr 25, 2024	2024 (Q1)	0.28 / 0.18	0.397	-55.42% (-0.22)
Feb 08, 2024	2023 (Q4)	0.34 / 0.35	0.45	-21.11% (-0.10)
Oct 26, 2023	2023 (Q3)	0.41 / 0.46	0.395	17.47% (+0.07)
Jul 27, 2023	2023 (Q2)	0.40 / 0.35	0.487	-28.95% (-0.14)

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

NTOIY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$7.70	$8.72	+13.25%
Apr 29, 2025	$4.52	$5.07	+12.17%
Feb 13, 2025	$5.87	$5.28	-10.05%
Oct 24, 2024	$8.16	$7.72	-5.39%

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 Neste (NTOIY) report earnings?

Neste (NTOIY) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Neste (NTOIY) earnings time?

Neste (NTOIY) earnings time is at Oct 29, 2025, 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 NTOIY EPS forecast?

NTOIY EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.

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