Wienerberger AG (WBRBF)
OTHER OTC:WBRBF
Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.09Last Year’s EPS
1.07Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: management characterized Q1 as a weather-driven, expected soft start and highlighted a clear recovery in March and April, strategic M&A (Italcer, NEWS Group), strong energy hedging (~80%), and reiterated full‑year EBITDA guidance of EUR 810 million backed by cost programs and planned property disposals. Offsetting this, there are material short-term headwinds — Q1 revenues were down 7% and operating EBITDA was weak (EUR 97m), North America showed steep declines (revenues -21%, EBITDA -37%), and management warned of renewed inflationary pressure (plastics/resins and broader input costs) and limited visibility from the Middle East conflict. Given the comparable recovery signals and strategic moves but meaningful regional weakness and inflation risk, the call reads as balanced with cautious confidence in execution and guidance.Company Guidance
March/April Volume Recovery
Volumes recovered strongly in March and continued into April: group mid single-digit volume increase in March, double-digit volume increase across Europe in March, and continued positive momentum into early May — management said volumes in March returned to prior-year levels after weather-related weakness in January/February.
Strategic Acquisitions (Italcer and NEWS Group)
Closed Italcer at end of April (entry into high-end tiles and facades, high-margin, multi-brand presence across Europe and North America); purchased NEWS Group (annual turnover ~EUR 20m) to strengthen water-management/piping niche. Italcer financing without capital increase; management expects material synergies and strategic fit.
Full-Year Guidance Reiterated and EBITDA Contribution from Italcer
Company reiterated full-year operating EBITDA guidance of EUR 810 million. Management noted that EUR 50 million of operating EBITDA for the year included for acquisitions (Italcer contribution included in FY guidance).
Energy Hedging and Moderate Q1 Cost Inflation
Roughly 80% of energy (natural gas and overall energy needs) is hedged/contracted, mitigating exposure to spot volatility. Q1 cost inflation was moderate at ~2% (driven mainly by labor and energy) with management highlighting a favorable hedging position and spot natural gas having come down from higher levels.
Active Margin Management and Fit For Growth Program
Ongoing Fit For Growth program and disciplined cost/margin management remain central. Management confirmed committed cost-savings target of EUR 30 million for the year and indicated plans to increase efficiency via production optimization, site consolidation, and noncore property disposals.
CapEx and Balance Sheet Discipline
Full-year CapEx guidance given: maintenance CapEx ~EUR 160 million, additional ~EUR 20 million for plant health & safety, and growth/ESG CapEx ~EUR 100 million. Management targets leverage ~2.2x and emphasized no capital raise for Italcer (purchase price ~EUR 160 million for 50%+1 share), signaling balance-sheet focus.
Noncore Property Sales to Support Cash Flow
Management expects proceeds from noncore property disposals of approximately EUR 20–30 million (included in guidance and expected to support cash flow and deleveraging in H2).
WBRBF 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
WBRBF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $28.91 | $26.89 | -7.02% |
Feb 24, 2026 | $34.63 | $31.84 | -8.04% |
Nov 13, 2025 | $29.69 | $29.93 | +0.81% |
Aug 13, 2025 | $35.71 | $36.04 | +0.93% |
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 Wienerberger AG (WBRBF) report earnings?
Wienerberger AG (WBRBF) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Wienerberger AG (WBRBF) earnings time?
Wienerberger AG (WBRBF) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WBRBF EPS forecast?
WBRBF EPS forecast for the fiscal quarter 2026 (Q2) is 1.09.