Electrolux AB (SE:ELUX.B)
:ELUX.B
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Electrolux AB
(ELUX.B)
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Rating:47Neutral
Price Target:
kr62.00
▼(-3.16% Downside)
Action:ReiteratedDate:03/26/26
The score is held down primarily by weak financial quality (high leverage and consistently negative free cash flow despite a return to profit) and bearish technicals. The earnings call adds some support via demonstrated cost execution and market-share gains, but 2026 headwinds (tariffs, price pressure, weak demand) and a moderate P/E keep the overall rating below average.
Positive Factors
Cost Efficiency & Operational Improvement
Delivery of SEK 4.0bn in structural cost reductions materially lowers the company’s operating cost base, improving margin resilience versus input-cost and tariff shocks. Sustained efficiency gains support medium-term profitability and free up resources for innovation and marketing.
Negative Factors
Elevated Leverage & Thin Equity Base
A much higher debt-to-equity ratio reduces financial flexibility and amplifies downside risk for this cyclical consumer-durables business. The stretched capital structure narrows tolerance for margin volatility and makes upcoming maturities and refinancing outcomes key to medium-term stability.
Read all positive and negative factors
Positive Factors
Negative Factors
Cost Efficiency & Operational Improvement
Delivery of SEK 4.0bn in structural cost reductions materially lowers the company’s operating cost base, improving margin resilience versus input-cost and tariff shocks. Sustained efficiency gains support medium-term profitability and free up resources for innovation and marketing.
Read all positive factors
Electrolux AB (ELUX.B) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr17.31B
Dividend YieldN/A
Average Volume (3M)1.77M
Price to Earnings (P/E)19.6
Beta (1Y)1.25
Revenue Growth0.24%
EPS GrowthN/A
CountrySE
Employees41,000
SectorConsumer Cyclical
Sector Strength84
IndustryFurnishings, Fixtures & Appliances
Share Statistics
EPS (TTM)1.72
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
kr65.57Price Target Upside2.43% Upside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)8.22
Revenue Forecast (FY)kr128.87B
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:Apr 24, 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
46
Neutral
Balance Sheet
27
Negative
Cash Flow
24
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 131.28B | 136.15B | 134.45B | 134.88B | 125.63B |
| Gross Profit | 21.70B | 20.30B | 17.14B | 17.70B | 23.98B |
| EBITDA | 9.34B | 7.67B | 3.22B | 5.29B | 11.15B |
| Net Income | 878.00M | -1.39B | -5.23B | -1.32B | 4.68B |
Balance Sheet | |||||
| Total Assets | 114.63B | 125.39B | 120.05B | 127.10B | 107.61B |
| Cash, Cash Equivalents and Short-Term Investments | 15.82B | 16.34B | 15.50B | 17.73B | 11.09B |
| Total Debt | 46.05B | 43.63B | 40.87B | 41.38B | 18.82B |
| Total Liabilities | 105.92B | 115.67B | 108.78B | 110.65B | 89.00B |
| Stockholders Equity | 8.70B | 9.72B | 11.27B | 16.44B | 18.60B |
Cash Flow | |||||
| Free Cash Flow | -1.12B | -451.00M | -1.70B | -9.66B | 1.02B |
| Operating Cash Flow | 1.19B | 4.20B | 4.00B | -2.27B | 7.06B |
| Investing Cash Flow | -2.69B | -4.28B | -4.36B | -6.96B | -6.82B |
| Financing Cash Flow | 1.94B | 1.27B | -1.55B | 15.60B | -9.79B |
Electrolux AB Technical Analysis
Neutral
64.02
Price Trends
70.32
Negative
65.86
Negative
62.60
Positive
Market Momentum
-2.33
Negative
49.97
Neutral
68.49
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:ELUX.B, the sentiment is Neutral. The current price of 64.02 is above the 20-day moving average (MA) of 61.68, below the 50-day MA of 70.32, and above the 200-day MA of 62.60, indicating a neutral trend. The MACD of -2.33 indicates Negative momentum. The RSI at 49.97 is Neutral, neither overbought nor oversold. The STOCH value of 68.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 | kr12.87B | 3.51 | 16.20% | 1.79% | 1.80% | 28.19% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | kr6.62B | 78.02 | 23.68% | 1.85% | 23.02% | 32.69% | |
58 Neutral | kr11.45B | 13.69 | 15.46% | 4.43% | 3.59% | 0.80% | |
56 Neutral | kr9.12B | 34.98 | ― | 2.85% | -13.49% | 60.49% | |
52 Neutral | kr12.66B | 19.42 | 12.33% | 3.12% | 2.80% | -8.84% | |
47 Neutral | kr17.31B | 19.65 | 6.30% | ― | 0.24% | ― |
* Consumer Cyclical Sector Average
SE:ELUX.B
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Electrolux AB Corporate Events
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.