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Arjo AB Class B (SE:ARJO.B)
:ARJO.B
Sweden Market
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Arjo AB (ARJO.B) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 10, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.41
Last Year’s EPS
0.34
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Apr 22, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a generally constructive and stable picture: organic revenue growth (3.8%), improved cash flow (SEK 237m) and stronger cash conversion (52.7%) alongside an improved EBIT margin (6.8%). These positive elements were tempered by margin pressure from tariffs, FX and an unfavorable product/country mix (gross margin down to 42.6%), a modest absolute decline in EBITDA and continuing regional softness in parts of Western Europe and the U.S. rental market. Management emphasized execution, margin mitigation actions (efficiencies, price discussion) and an active strategy process to capture untapped potential, suggesting confidence in addressing the identified headwinds.
Company Guidance
Management reiterated that Q1 organic sales growth of 3.8% was “within our guidance” while reporting adjusted EBITDA of SEK 456m (16.9% margin v 17.0% a year ago), adjusted EBIT SEK 190m (vs SEK 208m), and a gross margin of 42.6% (down from 43.7%); they cited SEK 123m negative FX on gross profit, SEK 10m U.S. tariffs (~0.4 pct‑point), and an unfavorable product/country mix (~‑1 pct‑point) as the main margin headwinds, and noted EBIT excluding tariffs/FX was in line with last year. Cash flow and balance sheet metrics supporting the guidance included operating cash flow SEK 237m (+SEK 53m YoY), change in working capital ‑SEK 142m (working capital days 83 v 81), cash conversion 52.7% (vs 41.3%), investing cash flow ‑SEK 135m (vs ‑SEK 215m, with SEK 48m lower rental asset investments), net debt/adjusted EBITDA 2.2 and an equity ratio of 50.5%; management said they are preparing for Middle East‑related cost pressures and possible price actions but gave no quantitative forecast, and expect the new group strategy to be approved during summer and communicated in H2 2026.
Revenue Growth Within Guidance
Group sales grew 3.8% in Q1 2026, described as a stable start and within company guidance, driven by U.S. capital sales and strong Rest of World performance.
Solid Adjusted EBITDA and Margin Stability
Adjusted EBITDA was SEK 456 million (vs SEK 486 million prior year). Adjusted EBITDA margin remained essentially flat at 16.9% (17.0% prior year), indicating margin resilience despite headwinds.
Improved EBIT Margin
Adjusted EBIT was SEK 190 million (vs SEK 208 million prior year). EBIT margin increased to 6.8% from 5.9% a year earlier, helped by substantially lower restructuring costs (SEK -6m vs SEK -40m).
Stronger Operating Cash Flow and Cash Conversion
Operating cash flow improved to SEK 237 million, up SEK 53 million year-over-year. Cash conversion rose to 52.7% from 41.3% in Q1 2025, reflecting better working capital performance.
Balance Sheet Strength and Leverage Management
Net debt to adjusted EBITDA remained stable at 2.2x. Equity ratio improved to 50.5% from 49.8% at year-end 2025. Cash position described as strong, with lower investing outflows (SEK -135m vs SEK -215m prior year).
Product and Regional Margin Drivers
Patient Handling (including Maxi Move 5 floor lift and ceiling lift) and Diagnostic businesses improved margins due to higher volumes and favorable mix. Rental margins improved in France, U.K. and Australia.
Large Rest-of-World Order and Execution Capability
A substantial South Africa contract delivered modernization of 36 healthcare facilities (more than 2,300 beds and mattresses). Management highlighted good margin and cash conversion from logistics and installation execution.
Strategic Planning and Management Engagement
Company has initiated an intensive strategy process described as 'untapped potential' with cross-organizational engagement; management aims to finalize strategy during summer and communicate in H2 2026.

Arjo AB (SE:ARJO.B) 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

SE:ARJO.B Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 10, 2026
2026 (Q2)
0.41 / -
0.34
Apr 22, 2026
2026 (Q1)
0.39 / 0.40
0.3417.65% (+0.06)
Jan 30, 2026
2025 (Q4)
0.72 / 0.26
0.64-59.38% (-0.38)
Oct 22, 2025
2025 (Q3)
0.35 / 0.32
0.2812.50% (+0.03)
Jul 11, 2025
2025 (Q2)
0.37 / 0.34
0.449-24.28% (-0.11)
Apr 29, 2025
2025 (Q1)
0.54 / 0.34
0.56-39.29% (-0.22)
Jan 30, 2025
2024 (Q4)
0.72 / 0.64
0.735-12.93% (-0.09)
Oct 17, 2024
2024 (Q3)
0.40 / 0.28
0.38-26.32% (-0.10)
Jul 12, 2024
2024 (Q2)
0.50 / 0.45
0.4323.94% (+0.02)
Apr 18, 2024
2024 (Q1)
0.51 / 0.56
0.440.00% (+0.16)
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

SE:ARJO.B Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 22, 2026
kr25.96kr25.79-0.67%
Jan 30, 2026
kr28.78kr25.77-10.46%
Oct 22, 2025
kr30.28kr29.49-2.61%
Jul 11, 2025
kr33.33kr32.66-2.03%
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 Arjo AB Class B (SE:ARJO.B) report earnings?
Arjo AB Class B (SE:ARJO.B) is schdueled to report earning on Jul 10, 2026, Before Open (Confirmed).
    What is Arjo AB Class B (SE:ARJO.B) earnings time?
    Arjo AB Class B (SE:ARJO.B) earnings time is at Jul 10, 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 the P/E ratio of Arjo AB Class B stock?
          The P/E ratio of Arjo AB is N/A.
            What is SE:ARJO.B EPS forecast?
            SE:ARJO.B EPS forecast for the fiscal quarter 2026 (Q2) is 0.41.