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Essity Aktiebolag (SE:ESSITY.A)
:ESSITY.A
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.51Last Year’s EPS
4.43Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple clear strengths: year‑end margin expansion, record-level product superiority and market share gains across many categories, continued Medical segment momentum, a strategic U.S. acquisition, strong cash generation, and a healthy balance sheet (net debt/EBITDA ~1.0). Offsetting these positives were near-term commercial challenges: a negative organic sales development in Q4 driven by price/mix decisions and volume weaknesses in Baby, Consumer Tissue and Professional Hygiene, some one-off rebate impacts in Latin America, lost private‑label contracts, and upfront restructuring costs tied to the cost‑save program. Management stressed a deliberate plan to reinvest savings into A&P and selective price adjustments to restore volume growth, but acknowledged short-term margin phasing risk. On balance, the positive operational and financial momentum, strategic moves and strong balance sheet outweigh the near-term trading headwinds and execution risks.Company Guidance
Full-Year Organic Sales Growth and EPS (2025)
Full-year organic sales growth of 0.9% for 2025; reported EPS roughly +1% nominally vs 2024 and ~+8% in comparable currencies, consistent with long-term growth (~6%).
Strong Margin and Profitability Improvement
Operating margin reached 14.1% (second highest historically outside pandemic levels); gross profit margin improved ~180 basis points year-over-year in Q4.
Market Share Gains Across Categories
Branded market shares strengthened in >65% of the business overall; Feminine Care market share grew in 80% of its business and reached 62% market share in Mexico; Incontinence Care and other strategic segments showed strong growth.
Consistent Health & Medical Momentum and Innovation
Medical business grew for the 19th consecutive quarter, with growth across all three therapy areas; product upgrades and relaunches (e.g., upgraded TENA Flex and Cutimed Siltec Sorbact relaunch) support improved patient outcomes and sales.
Acquisition to Expand U.S. Personal Care
Acquired Edgewell Feminine Care business in North America (brands Carefree, Stayfree, Playtex), more than doubling Personal Care sales in the U.S. and strengthening exposure to high-yield categories.
COGS Tailwind and Realized Cost Savings
Q4 benefited from a SEK ~749 million COGS tailwind (majority from raw materials, ~2/3, with remainder from energy); realized COGS savings just above SEK 500 million within the target SEK 500m–1bn range.
Strong Cash Flow and Balance Sheet Metrics
Solid operating cash surplus and working capital management led to strong net cash flow; net debt/EBITDA approximately 1.0 at year-end; share buyback program (SEK 3bn) ~80% complete with SEK 2.4bn repurchased (9.2 million shares).
Capital Allocation and Dividend Increase
Board proposed dividend increase of SEK 0.50 to SEK 8.75 (≈+6%); CapEx guidance increased for 2026 to SEK 8.0–8.5bn reflecting growth investments.
Sustainability Recognition
Received EcoVadis Platinum (top 1% globally) and CDP A-list recognition, reinforcing ESG credentials important for health care customers.
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 |
|---|---|---|---|
Jan 22, 2026 | kr270.50 | kr251.50 | -7.02% |
Oct 23, 2025 | kr263.50 | kr267.00 | +1.33% |
Jul 17, 2025 | kr259.00 | kr249.00 | -3.86% |
Apr 24, 2025 | kr285.00 | kr271.50 | -4.74% |
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 Apr 23, 2026, Before Open (Confirmed).
What is Essity Aktiebolag (SE:ESSITY.A) earnings time?
Essity Aktiebolag (SE:ESSITY.A) earnings time is at Apr 23, 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 (Q1) is 4.51.