Electrolux AB (SE:ELUX.B)
:ELUX.B
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Electrolux AB
(ELUX.B)
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Rating:42Neutral
Price Target:
kr43.00
▼(-33.08% Downside)
Action:ReiteratedDate:04/25/26
The score is held down primarily by weak financial quality (high leverage and negative TTM cash flow despite improved profitability) and a bearish technical setup (trading well below major moving averages with negative MACD). Earnings-call updates provide some offset via demonstrated cost execution and improved leverage, but guidance emphasizes meaningful tariff/price-pressure risks, while valuation is hard to support with a negative P/E and no dividend data.
Positive Factors
Cost-reduction execution
Delivering SEK 4.0bn of structural cost savings materially improves operating leverage and margin resilience. Sustained efficiency from procurement, value engineering and factory improvements reduces breakeven, supports reinvestment and helps offset external cost shocks over the medium term.
Negative Factors
High leverage
An aggressive capital structure with debt-to-equity above 5x constrains financial flexibility and raises refinancing and covenant risk. High leverage amplifies earnings volatility, limits capacity to absorb cyclical drops, and puts pressure on liquidity when cash flow is uneven.
Read all positive and negative factors
Positive Factors
Negative Factors
Cost-reduction execution
Delivering SEK 4.0bn of structural cost savings materially improves operating leverage and margin resilience. Sustained efficiency from procurement, value engineering and factory improvements reduces breakeven, supports reinvestment and helps offset external cost shocks over the medium term.
Read all positive factors
Electrolux AB (ELUX.B) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr12.94B
Dividend YieldN/A
Average Volume (3M)1.77M
Price to Earnings (P/E)―
Beta (1Y)1.37
Revenue Growth-6.83%
EPS GrowthN/A
CountrySE
Employees41,000
SectorConsumer Cyclical
Sector Strength84
IndustryFurnishings, Fixtures & Appliances
Share Statistics
EPS (TTM)-1.74
Shares Outstanding274,885,600
10 Day Avg. Volume1,275,765
30 Day Avg. Volume1,768,690
Financial Highlights & Ratios
PEG Ratio-0.12
Price to Book (P/B)1.98
Price to Sales (P/S)0.13
P/FCF Ratio-15.39
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
kr64.50Price Target Upside0.37% Upside
Rating ConsensusHold
Number of Analyst Covering6
EPS Forecast (FY)6.07
Revenue Forecast (FY)kr130.13B
Electrolux AB Business Overview & Revenue Model
Company Description
AB Electrolux (publ), together with its subsidiaries, manufactures and sells household appliances in Europe, North America, Latin America, the Asia/Pacific, the Middle East, and Africa. The company offers various appliances, such as refrigerators,...
How the Company Makes Money
Electrolux primarily makes money by selling appliances to consumers and professional customers through a business-to-business supply chain. Its core revenue stream is product sales across major categories (kitchen appliances, laundry, and other ho...
Electrolux AB Earnings Call Summary
Earnings Call Date:Jan 30, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Jul 17, 2026
Earnings Call Sentiment Neutral
The call presented a balanced picture: clear operational progress (3.9% organic growth, SEK 4.0bn cost reductions, strong Q4 cash flow, market-share gains and solid sustainability progress) but notable near-term headwinds driven by U.S. tariffs, currency effects, intense promotional competition (particularly in North America) and weak European volumes. Management’s delivery on cost-savings, pricing actions and execution in 2026 will be critical to offset external pressures.Positive Updates
Organic Sales Growth and Revenue
Organic sales of SEK 131 billion in FY2025, representing organic sales growth of 3.9% (close to the 4% mid-term target).
Negative Updates
North America Margin Pressure and Negative Q4 EBIT
North America faced intense promotional and competitive pressure in Q4, resulting in a negative EBIT for the quarter; management reduced prices during the promotional season and cited U.S. tariffs plus USD depreciation as major headwinds.
Read all updates
Q4-2025 Updates
Positive
Negative
Organic Sales Growth and Revenue
Organic sales of SEK 131 billion in FY2025, representing organic sales growth of 3.9% (close to the 4% mid-term target).
Read all positive updates
Company Guidance
Electrolux’s 2026 guidance is that market demand is expected to be neutral in Europe, neutral to neutral‑negative in North America and neutral in Latin America; volume, price and mix are expected to be positive (driven by volume and focus categories) but partly offset by negative price development. The company expects SEK 3.5–4.0 billion in cost‑efficiency contributions in 2026 (after delivering SEK 4.0 billion in 2025), will increase investment in innovation and marketing, and plans full‑year capex of approximately SEK 4 billion. External factors are flagged as “significantly negative” mainly due to higher tariffs (cited at ~15–20% from SE Asia and ~55–60% from China), while currency and raw‑material impacts are expected to be relatively neutral. Balance‑sheet/cash guidance notes include maintaining an investment‑grade focus after ending 2025 at net debt/EBITDA ~3.0x, liquidity (including RCF) SEK 32.7 billion, an upcoming SEK 5.5 billion maturity in October 2026, Q4 operating cash flow SEK 5.2 billion and FY operating cash flow SEK 2.0 billion, and a continued mid‑to‑long‑term organic growth ambition of about 4%.Electrolux AB Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
28
Negative
Cash Flow
22
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 128.25B | 131.28B | 136.15B | 134.45B | 134.88B | 125.63B |
| Gross Profit | 20.62B | 21.70B | 20.30B | 17.14B | 17.70B | 23.98B |
| EBITDA | 8.54B | 9.34B | 7.67B | 3.22B | 5.29B | 11.15B |
| Net Income | 366.00M | 878.00M | -1.39B | -5.23B | -1.32B | 4.68B |
Balance Sheet | ||||||
| Total Assets | 115.01B | 114.63B | 125.39B | 120.05B | 127.10B | 107.61B |
| Cash, Cash Equivalents and Short-Term Investments | 10.39B | 15.82B | 16.34B | 15.50B | 17.73B | 11.09B |
| Total Debt | 44.29B | 46.05B | 43.63B | 40.87B | 41.38B | 18.82B |
| Total Liabilities | 105.66B | 105.92B | 115.67B | 108.78B | 110.65B | 89.00B |
| Stockholders Equity | 9.35B | 8.70B | 9.72B | 11.27B | 16.44B | 18.60B |
Cash Flow | ||||||
| Free Cash Flow | -3.15B | -1.12B | -451.00M | -1.70B | -9.66B | 1.02B |
| Operating Cash Flow | -636.00M | 1.19B | 4.20B | 4.00B | -2.27B | 7.06B |
| Investing Cash Flow | -2.53B | -2.69B | -4.28B | -4.36B | -6.96B | -6.82B |
| Financing Cash Flow | 1.21B | 1.94B | 1.27B | -1.55B | 15.60B | -9.79B |
Electrolux AB Technical Analysis
Positive
64.26
Price Trends
69.15
Negative
66.24
Negative
62.46
Positive
Market Momentum
-0.86
Negative
51.80
Neutral
70.44
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:ELUX.B, the sentiment is Positive. The current price of 64.26 is above the 20-day moving average (MA) of 61.60, below the 50-day MA of 69.15, and above the 200-day MA of 62.46, indicating a neutral trend. The MACD of -0.86 indicates Negative momentum. The RSI at 51.80 is Neutral, neither overbought nor oversold. The STOCH value of 70.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SE:ELUX.B.
Electrolux AB Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | kr12.59B | 3.51 | 16.20% | 1.79% | 0.51% | 11.78% | |
69 Neutral | kr7.47B | 52.48 | 23.68% | 1.85% | 10.29% | -12.16% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | kr10.23B | 12.04 | ― | 2.85% | -14.52% | ― | |
59 Neutral | kr12.61B | 24.75 | 12.33% | 3.12% | 4.58% | -15.05% | |
58 Neutral | kr11.21B | 16.36 | 15.46% | 4.43% | 3.22% | 14.19% | |
42 Neutral | kr12.94B | -8.42 | 6.30% | ― | -6.83% | ― |
* Consumer Cyclical Sector Average
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Electrolux AB Corporate Events
Electrolux Calls Extraordinary General Meeting to Approve Share Issue and Statute Changes
Apr 24, 2026
Electrolux has called an Extraordinary General Meeting for 27 May 2026 at its Stockholm headquarters, giving shareholders the option to participate in person, by proxy or via postal voting, with the meeting conducted in Swedish and translated into...
Electrolux Slips to Loss as North America Drags, Accelerates Restructuring and Midea Deal
Apr 24, 2026
Electrolux AB reported a sharp first-quarter earnings setback as net sales fell to SEK 29.5bn from SEK 32.6bn, with overall organic sales flat and operating margin excluding non-recurring items shrinking to 0.7%. Profitability was dragged down by ...
Electrolux strikes North American JV deal with Midea to revamp refrigeration and laundry business
Apr 23, 2026
Electrolux Group has entered into a long-term strategic partnership with China’s Midea Group in North America, covering joint manufacturing and sales of refrigeration and laundry products to accelerate profitable growth and strengthen innova...
Electrolux Raises SEK 9 Billion, Reshapes Global Footprint in Midea-Backed Overhaul
Apr 23, 2026
Electrolux Group is launching a major overhaul of its operations and balance sheet, anchored by a fully underwritten rights issue of about SEK 9 billion to fund growth initiatives and bolster financial resilience. The program includes a strategic ...
Electrolux to Close Hungarian Fridge Plant in Cost-Cutting Drive
Apr 22, 2026
Electrolux Group will end production at its Jászberény, Hungary factory, which makes built-in and freestanding refrigeration products, with operations scheduled to cease by the end of 2026. The move will result in a restructuring charge ...
Electrolux Showcases ‘The Swedish Home’ Wellness-Focused Design at Milan Design Week 2026
Apr 20, 2026
Electrolux is using Milan Design Week 2026 to showcase “The Swedish Home,” a concept space under its premium Electrolux brand that translates Scandinavian simplicity, softness and human-centric design into a calmer, wellbeing-oriented ...
Electrolux to Close Chile Factory, Booking SEK 0.5 Billion Restructuring Charge
Mar 31, 2026
Electrolux Group will cease manufacturing operations at its factory in Santiago, Chile, by the end of April 2026, following a review that found the site was no longer cost-competitive. The closure will affect around 400 employees and result in a r...
Electrolux AGM Backs Board, Halts 2025 Dividend and Approves New Long-Term Share Plan
Mar 25, 2026
Electrolux AB’s Annual General Meeting in Stockholm approved the 2025 financial statements, discharged the Board and CEO from liability and decided that no dividend will be paid for the 2025 fiscal year, with all available funds carried forw...
Electrolux posts 2025 growth, unveils new strategy and boosts sustainability performance
Feb 19, 2026
Electrolux has published its 2025 annual report, showing organic sales growth of 3.9% driven mainly by North and Latin America and an improved operating income of SEK 3.7 billion, yielding a 2.8% margin despite tariff and currency headwinds. Cost-...
Electrolux Calls 2026 AGM, Expands Access With Postal Voting
Feb 13, 2026
Electrolux has called its shareholders to attend the Annual General Meeting in Stockholm on March 25, 2026, offering participation either in person at its headquarters or via postal voting, with the event also webcast and translated into English. ...
Electrolux boosts earnings and cash flow in 2025 but withholds dividend amid tariff and market headwinds
Jan 30, 2026
Electrolux AB reported full-year 2025 results showing improved profitability despite lower net sales, as aggressive cost-efficiency measures and stronger volumes in focus product categories offset pricing pressure and negative external factors, in...
Electrolux Nominates Anko van der Werff and Lena Glader to Strengthen Board
Jan 29, 2026
Electrolux’s Nomination Committee has proposed the election of SAS AB President and CEO Anko van der Werff and Storskogen Group CFO Lena Glader to the Board of Directors at the company’s Annual General Meeting on 25 March 2026, while c...
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.