Essity Aktiebolag (SE:ESSITY.A)
:ESSITY.A
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Earnings Data
Report Date
Jul 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.44Last Year’s EPS
4.39Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: strong cash generation, margin improvement (+40 bps), volume growth in several priority areas (Personal Care +3.5%, Professional Hygiene ~+1.9%), market share gains in branded portfolios, completion of a strategic Feminine Care acquisition and a SEK 3bn share buyback program. Offsetting factors include a reported sales decline (-5.1%) driven by FX, European Consumer Tissue weakness, initial margin drag from the acquisition (~10 bps group / -70 bps Personal Care), and a clear risk of higher input costs (pulp, energy, oil) and SG&A inflation in coming quarters. On balance, the positive achievements (cash, margins, market share, M&A, product innovation and sustainability execution) outweigh the near-term headwinds and uncertainties.Company Guidance
Reported margin expansion
EBITDA margin improved ~40 basis points quarter-on-quarter, driven by gross profit expansion (~60 bps) from lower COGS (partly FX-related) and SEK ~130m of COGS savings in Q1.
Strong cash generation
Operating cash flow was seasonally strong at SEK 4.4 billion and cash flow after finance and taxes about SEK 3.0 billion, supporting a stronger balance sheet during the quarter.
Net debt and leverage position
Net debt ended at SEK 24.5 billion with a net debt-to-EBITDA ratio of ~0.96–1.0, aided by a >SEK 3 billion reduction in pension liabilities in the quarter.
Share buyback program announced
New share buyback authorization of SEK 3.0 billion announced (start May 11, 2026 through AGM 2027); SEK 600 million of buybacks executed in the quarter, signaling shareholder return priority.
Completed Feminine Care acquisition (North America)
Acquisition of OB/Playtex/Carefree/Stayfree completed (included from Feb 2). The deal more than doubled Essity's Personal Care sales in the U.S.; contributed ~1.1% to sales in the quarter (part of +1.5% constant-currency sales bridge).
Volume growth and organic performance
Reported volume growth of ~1.1% for the group. In constant currency, group sales rose ~1.5% (SEK ~0.5bn), comprised of ~1.1% acquisition contribution and ~0.4% organic sales growth; Personal Care volume growth ~+3.5% and Professional Hygiene volume ~+1.9%.
Market share gains and branded momentum
Strengthened market shares in ~60% of branded retail business; Consumer Tissue branded business grew volumes and gained share; Libero baby brand delivered strong performance and increased volumes.
Product & commercial innovation driving growth
Notable product launches and upgrades: TENA ProSkin Briefs assortment upgrade, Smart Protect tech applied to leakproof apparel (new teen range), upgraded Libero touch, and Zewa Wisch&Weg Smart (coreless tech for kitchen towels). These support pricing power and premium differentiation.
Professional Hygiene strategic growth
Strategic segments performed well: Tork PeakServe grew >10%, Tork Skincare grew ~5%, and Professional Hygiene volumes turned positive (~1.9%), helped by new contracts (e.g., fast food channel) and market stabilization in North America.
Sustainability and industrial decarbonization progress
Commissioned a second biomass boiler at Kunheim (France) covering ~70% of plant steam needs and cutting carbon footprint in the paper machine by >40%, improving long-term energy resilience and customer sustainability credentials.
SE:ESSITY.A Earnings History
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:ESSITY.A Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | kr245.00 | kr248.50 | +1.43% |
Jan 22, 2026 | kr261.09 | kr242.75 | -7.02% |
Oct 23, 2025 | kr254.33 | kr257.71 | +1.33% |
Jul 17, 2025 | kr249.99 | kr240.34 | -3.86% |
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 Essity Aktiebolag (SE:ESSITY.A) report earnings?
Essity Aktiebolag (SE:ESSITY.A) is schdueled to report earning on Jul 16, 2026, Before Open (Confirmed).
What is Essity Aktiebolag (SE:ESSITY.A) earnings time?
Essity Aktiebolag (SE:ESSITY.A) earnings time is at Jul 16, 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 Essity Aktiebolag stock?
The P/E ratio of Essity Aktiebolag is N/A.
What is SE:ESSITY.A EPS forecast?
SE:ESSITY.A EPS forecast for the fiscal quarter 2026 (Q2) is 4.44.