tiprankstipranks
Trending News
More News >
Epiroc AB (SE:EPI.A)
:EPI.A
Sweden Market

Epiroc AB (EPI.A) Earnings Dates, Call Summary & Reports

Compare
1 Followers

Earnings Data

Report Date
Apr 29, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.82
Last Year’s EPS
1.83
Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Jan 26, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a solid operational and commercial performance with multiple strategic and technological achievements (automation milestones, largest-ever order, electrification wins, strong organic order growth and improved Tools & Attachment profitability). These positives are tempered by meaningful external headwinds — notably currency translation, tariffs and a looming tungsten cost impact — and remaining margin work particularly in Equipment & Service. Balance sheet and cash metrics are strong, and management has clear mitigation and efficiency plans. On balance, the highlights outweigh the lowlights.
Company Guidance
Epiroc’s forward guidance stressed that mining demand is expected to remain high into 2026 while construction should recover somewhat from a low base, tariffs will continue to pressure margins but at somewhat lower levels each quarter (Q4 tariff hit was just below 0.5 ppt), and the effective tax rate is guided at 22–24%; management will keep investing in organic growth, pursue bolt‑on M&A, and maintain regular dividends (Board proposal SEK 3.80/share = SEK 4.6bn = 53% of net profit). Key targets and context include returning service growth toward its long‑term ~8% p.a. (service was 6% in orders and c.4% organic service revenue in Q4; service represents 41% of revenues and aftermarket 63%), capturing more customer share from an average fleet age of 8.6 years, and absorbing cost pressures such as tungsten (prices more than doubled in 2025; T&A faces an anticipated margin headwind of “a few tens of percentage points” in 2026). Capital priorities are clear: organic investment first, bolt‑ons close to the core, and shareholder distributions, supported by a strong balance sheet (net debt down to SEK 11bn from 14.8bn, net debt/EBITDA 0.73, cash SEK 9.6bn), solid cash generation (Q4 operating cash flow SEK 2.6bn, 12‑month cash conversion 90%) and ongoing efficiency programs that should lift margins (Tools & Attachment adjusted margin 12.3% in Q4; Equipment & Service adjusted margin 22.1%).
Organic Order and Revenue Growth (FY2025)
Orders grew organically 7% to SEK 63 billion and revenues grew 2% to SEK 62 billion for the full year 2025 despite currency headwinds.
Strong Q4 Momentum
Q4 orders increased organically 11% (total orders down 1% due to currency) to almost SEK 16 billion; Q4 revenues grew 4% organically. Equipment orders in Q4 rose 22% organically and service orders grew 6% organically.
High Adjusted Operating Margin Maintained
Adjusted operating margin for the year was 19.6% (vs 19.8% prior year) and Q4 adjusted operating margin was 19.6% (vs 19.7% in Q4 2024), showing resilience amid tariffs and FX headwinds.
Record and Landmark Automation Projects
Completed conversion of Roy Hill mixed fleet to driverless operation (78 haul trucks and ~250 ancillary vehicles) and fully automated a production level at Newmont Cadia underground; driverless machines in operation exceeded 3,900, up 13% vs 2024.
Largest Ever Order and Electrification Wins
Secured largest-ever contract: SEK 2.2 billion over 5 years to deliver ~50 fully autonomous electric surface blasthole rigs to Fortescue. Electrification revenues reached 3.8% of group revenues; 40 mines ordered BEVs in 2025.
Productivity Gains from Electrification Pilots
Boliden Rävliden 5-km battery trolley line delivered: productivity +23%, ramp speeds +50%, maintenance costs -25%, diesel consumption -80%, demonstrating material operational benefits.
Tools & Attachment Profit Improvement
Tools & Attachment operating profit rose 65% YoY to SEK 537 million in Q4 (highest ever for the business area); adjusted margin improved to 12.3% from 8.4% a year ago, driven mainly by efficiency measures and footprint consolidation.
Improved Balance Sheet and Cash Generation
Net debt reduced to SEK 11.0 billion from SEK 14.8 billion a year earlier; net debt / EBITDA improved to 0.73 (from 0.93). Cash position SEK 9.6 billion; 12-month cash conversion at 90%.
Safety and Workforce Progress
Total recordable injury frequency rate improved to 3.9 from 4.3 year-over-year. India footprint expanded (1,300+ employees) with double-digit growth and new production / R&D hub initiatives.
Dividend Discipline
Board proposes ordinary dividend SEK 3.80 per share (unchanged), SEK 4.6 billion total, representing 53% of net profit and consistent with dividend policy.

Epiroc AB (SE:EPI.A) 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:EPI.A Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 29, 2026
2026 (Q1)
1.81 / -
1.83
Jan 26, 2026
2025 (Q4)
1.93 / 1.91
1.945-2.01% (-0.04)
Oct 29, 2025
2025 (Q3)
1.80 / 1.68
1.805-6.93% (-0.13)
Jul 18, 2025
2025 (Q2)
1.87 / 1.83
1.85-0.86% (-0.02)
Apr 29, 2025
2025 (Q1)
1.86 / 1.83
1.735.78% (+0.10)
Jan 30, 2025
2024 (Q4)
2.00 / 1.95
1.8654.29% (+0.08)
Oct 25, 2024
2024 (Q3)
1.91 / 1.80
1.86-2.96% (-0.06)
Jul 19, 2024
2024 (Q2)
2.02 / 1.85
2.19-15.53% (-0.34)
Apr 23, 2024
2024 (Q1)
1.83 / 1.73
1.9-8.95% (-0.17)
Jan 24, 2024
2023 (Q4)
2.12 / 1.86
1.98-5.81% (-0.11)
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:EPI.A Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 26, 2026
kr227.60kr244.70+7.51%
Oct 29, 2025
kr223.40kr208.30-6.76%
Jul 18, 2025
kr218.81kr198.69-9.19%
Apr 29, 2025
kr198.41kr202.73+2.18%
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 Epiroc AB (SE:EPI.A) report earnings?
Epiroc AB (SE:EPI.A) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
    What is Epiroc AB (SE:EPI.A) earnings time?
    Epiroc AB (SE:EPI.A) earnings time is at Apr 29, 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 Epiroc AB stock?
          The P/E ratio of Epiroc AB is N/A.
            What is SE:EPI.A EPS forecast?
            SE:EPI.A EPS forecast for the fiscal quarter 2026 (Q1) is 1.82.