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Koninklijke Philips N.V. (PHG)
NYSE:PHG
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Koninklijke Philips (PHG) AI Stock Analysis

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PHG

Koninklijke Philips

(NYSE:PHG)

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Neutral 58 (OpenAI - 5.2)
Rating:58Neutral
Price Target:
$26.00
▼(-0.65% Downside)
Action:Reiterated
Date:07/28/26
The score is driven primarily by an improving but still volatile financial profile (earnings recovery tempered by uneven cash flow) and a constructive earnings call with reiterated guidance and strong order visibility, partially offset by meaningful near-term margin/execution risks. Technicals weigh on the result as the stock trades below all major moving averages. Valuation is supportive mainly through the ~4% dividend yield, but the P/E implies less room for disappointment.
Positive Factors
Record equipment order book
A record equipment order book gives durable revenue visibility for upcoming quarters and feeds follow‑on services, upgrades and consumables. For a capital‑goods medtech company, this reduces near‑term demand risk and supports predictable aftermarket revenue and margin leverage over 2–6 months.
Negative Factors
Earnings & cash‑flow volatility
Historical swings from profit to loss and volatile free cash flow weaken confidence in sustained earnings quality. This makes capital allocation and long‑term planning harder, raises execution risk if demand softens, and implies any margin gains must be repeatedly demonstrated to be durable.
Read all positive and negative factors
Positive Factors
Negative Factors
Record equipment order book
A record equipment order book gives durable revenue visibility for upcoming quarters and feeds follow‑on services, upgrades and consumables. For a capital‑goods medtech company, this reduces near‑term demand risk and supports predictable aftermarket revenue and margin leverage over 2–6 months.
Read all positive factors

Koninklijke Philips (PHG) vs. SPDR S&P 500 ETF (SPY)

Koninklijke Philips Business Overview & Revenue Model

Company Description
Koninklijke Philips NV is a technology company, which engages in the healthcare, lighting, and consumer well-being markets. It operates through the following segments: Diagnosis and Treatment; Connected Care; Personal Health; and Other. The Diagno...
How the Company Makes Money
Philips makes money mainly by selling health technology products and by providing recurring services and software tied to those products. A large portion of revenue comes from supplying healthcare providers with capital equipment and systems (e.g....

Koninklijke Philips Earnings Call Summary

Earnings Call Date:Jul 27, 2026
(Q2-2026)
|
Next Earnings Date:Nov 03, 2026
Earnings Call Sentiment Positive
The call conveyed a generally positive operational and financial tone: key growth metrics (comparable sales ~4%), strong order momentum (rolling 12‑month +5%), record equipment order book, robust Personal Health performance, notable commercial wins and continued productivity delivery supported the narrative. However, meaningful near‑term headwinds remain — elevated cost inflation, China centralized procurement pressure, D&T margin weakness ex‑refund, and timing/phasing of large cloud/platform deals — some of which depress near‑term underlying margins and introduce execution risk for the back‑loaded margin recovery. On balance, the positives (growth, order book, productivity progress, balance‑sheet improvement and reiterated guidance) outweigh the lowlights, but management highlighted areas requiring continued execution.
Positive Updates
Comparable Sales Growth
Q2 comparable sales grew ~4% (4.1% reported, adjusted to 4%), with H1 comparable sales growth also ~4%. Company reiterated full-year comparable sales growth outlook of 3.0% to 4.5%.
Negative Updates
Underlying Margin Pressure Excluding Tariff Refund
Excluding the tariff refund, group underlying adjusted EBITA margin declined to 12.2% in Q2 (reported margin 16.4% incl refund). Company noted underlying margin was ~20 basis points below prior year on an ex‑refund basis for the quarter.
Read all updates
Q2-2026 Updates
Negative
Comparable Sales Growth
Q2 comparable sales grew ~4% (4.1% reported, adjusted to 4%), with H1 comparable sales growth also ~4%. Company reiterated full-year comparable sales growth outlook of 3.0% to 4.5%.
Read all positive updates
Company Guidance
Philips reiterated full‑year guidance for comparable sales growth of 3.0–4.5% and an underlying (ex‑tariff refund) adjusted EBITA margin target of 12.5–13.0% (13.5–14.0% including the Q2 tariff refund); in Q2 comparable sales rose ~4%, adjusted EBITA margin was 16.4% including the refund and 12.2% excluding it, and Q2 free cash flow was EUR 222m. The company now expects reported full‑year free cash flow of EUR 1.5–1.7bn (underlying EUR 1.3–1.5bn excluding the refund), received virtually all of the tariff refund (including ~EUR 25m related to annual incentive accruals), and said Q3 comparable sales should be at the lower end of the full‑year range with Q3 adjusted EBITA margin below prior year while anticipating a meaningful Q4 step‑up into the upper end of the mid‑teens. Orders were resilient (rolling 12‑month intake +5%; Q2 intake -1%) and the equipment order book is at a record level; productivity delivered EUR 132m in Q2 (EUR 258m YTD) toward a EUR 1.5bn three‑year target. Balance‑sheet metrics: cash EUR 1.8bn, net debt EUR 5.7bn, leverage 1.8x (down from 2.2x), and Philips continues to assume high single‑digit cost inflation for 2026.

Koninklijke Philips Financial Statement Overview

Summary
Financials show a clear 2025 recovery (positive earnings and improved gross margin) and moderate leverage, but quality is weakened by multi-year earnings volatility (losses in 2022–2024) and uneven cash generation, including a sharp free-cash-flow decline in 2025 versus 2024.
Income Statement
62
Positive
Balance Sheet
68
Positive
Cash Flow
53
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue17.66B17.83B18.02B18.17B17.83B17.16B
Gross Profit8.11B8.06B7.77B7.45B7.19B7.17B
EBITDA3.05B2.64B1.85B1.04B115.00M2.00B
Net Income1.11B895.00M-702.00M-466.00M-1.61B3.32B
Balance Sheet
Total Assets26.70B26.94B28.98B29.41B30.69B30.96B
Cash, Cash Equivalents and Short-Term Investments1.79B2.79B2.40B1.87B1.18B2.31B
Total Debt7.46B8.09B7.49B7.29B7.34B6.05B
Total Liabilities15.22B15.96B16.93B17.34B17.41B16.49B
Stockholders Equity11.45B10.96B12.01B12.03B13.25B14.44B
Cash Flow
Free Cash Flow1.90B893.00M1.35B1.94B-648.45M1.46B
Operating Cash Flow2.29B1.16B1.70B2.31B-181.82M1.93B
Investing Cash Flow-785.68M-737.00M-633.87M-553.53M-1.58B-317.95M
Financing Cash Flow-1.57B107.00M-536.52M-916.79M525.49M-2.77B

Koninklijke Philips Technical Analysis

Technical Analysis Sentiment
Negative
Last Price26.17
Price Trends
50DMA
26.64
Negative
100DMA
26.60
Negative
200DMA
27.20
Negative
Market Momentum
MACD
-0.13
Positive
RSI
42.88
Neutral
STOCH
19.73
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PHG, the sentiment is Negative. The current price of 26.17 is below the 20-day moving average (MA) of 26.72, below the 50-day MA of 26.64, and below the 200-day MA of 27.20, indicating a bearish trend. The MACD of -0.13 indicates Positive momentum. The RSI at 42.88 is Neutral, neither overbought nor oversold. The STOCH value of 19.73 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PHG.

Koninklijke Philips Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
$28.13B32.2236.19%15.54%77.43%
72
Outperform
$182.75B33.9910.52%2.41%8.06%-61.33%
72
Outperform
$133.42B33.4715.10%1.05%8.48%27.36%
66
Neutral
$68.37B18.8414.82%13.53%46.29%
58
Neutral
$25.66B19.4410.05%3.78%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
41
Neutral
$32.38K>-0.01-360.33%-8.54%40.91%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PHG
Koninklijke Philips
26.30
0.68
2.67%
ABT
Abbott Laboratories
105.70
-18.71
-15.04%
BSX
Boston Scientific
46.73
-58.68
-55.67%
DXCM
Dexcom
83.45
4.17
5.26%
SSKN
Strata Skin Sciences
0.09
-1.86
-95.38%
SYK
Stryker
325.70
-48.28
-12.91%

Koninklijke Philips Corporate Events

Philips Sets 2025 Dividend Exchange Ratio and Issues Nearly 20 Million New Shares
Jun 2, 2026
On June 2, 2026, Royal Philips announced the exchange ratio for its 2025 dividend, setting one new common share for every 26.9341 existing shares, based on a late-May volume-weighted average price of EUR 22.8640. The stock dividend was structured ...
Philips shareholders back board slate and renew CEO mandate at 2026 AGM
May 8, 2026
Royal Philips (Koninklijke Philips N.V.) is a leading Netherlands-based health technology company focused on improving health and well-being through innovation for consumers and healthcare providers. The group is a major player in diagnostic imagi...
Philips Starts 2026 with Solid Q1 Growth, Margin Expansion and Renewed Outlook
May 6, 2026
Philips reported first-quarter 2026 results on May 6, 2026, delivering a 6% increase in comparable order intake and 4% comparable sales growth to EUR 3.9 billion, with income from operations rising to EUR 241 million and an adjusted EBITA margin o...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 28, 2026