Germany · Delayed Price · Currency is EUR Fuchs SE Earnings Call Transcripts
Fiscal Year 2026
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Record Q1 EBIT and strong organic growth were achieved despite currency headwinds and volatile markets. Sales are expected to grow double digits above EUR 3.7 billion, with EBIT guidance held at EUR 450 million and further price increases planned to offset raw material inflation.
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The event reviewed the achievements and challenges of the previous strategy cycle, highlighting resilient growth, strong cash generation, and the success of segmentation. The new FUCHS100 strategy targets focused growth in six key areas, aiming for EUR 4–4.5 billion in sales and EUR 550–600 million EBIT by 2031, with a strong emphasis on efficiency, sustainability, and leveraging global assets.
Fiscal Year 2025
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Record 2025 results with sales at EUR 3.6 billion and EBIT at EUR 435 million, driven by strong Asia-Pacific growth and disciplined cost management. 2026 guidance anticipates further sales and EBIT increases, with risks from FX and raw material volatility.
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Q3 delivered a strong sequential recovery with sales up 1% year-over-year to EUR 2.7 billion and EBIT improving 16% from Q2, despite currency headwinds. Growth was driven by Asia-Pacific and the Americas, while cost control measures supported profitability. Guidance for 2025 is confirmed, with expectations for stable results amid ongoing market uncertainty.
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Sales grew 2% year-over-year in H1, but EBIT and EPS declined due to inflation and an unfavorable mix, especially in the Americas. Guidance for 2025 was revised down, with cost-saving measures in place and free cash flow expected to remain strong.
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Q1 delivered 5% sales growth and record EBIT, driven by both organic and acquisition-led expansion, despite higher one-time costs. Full-year guidance is reaffirmed, with strong regional performance and a resilient local-for-local strategy mitigating tariff risks.
Fiscal Year 2024
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Record 2024 results with 10% EPS growth, strong cash conversion, and all regions contributing to earnings. Outlook for 2025 targets record sales and EBIT, supported by specialty and aftermarket growth, disciplined capital allocation, and ongoing digitalization and restructuring.
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Fuchs maintains its decentralized, customer-focused model, reaffirming mid-single digit organic growth and a 15% EBIT margin target, with strong cash conversion and dividend growth. Strategic priorities include market segmentation, sustainability, digitalization, and global expansion, supported by R&D and partnerships like DMG MORI.
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Strong Q3 and year-to-date results with EBIT up 7% and margin at 12.5%, driven by volume growth and operational excellence across all regions. Outlook for the full year is confirmed, with continued focus on M&A and cost optimization amid challenging market conditions.
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EBIT and margins improved year-over-year despite lower sales, driven by cost management, volume growth, and strong regional contributions. Guidance for the full year is reiterated, with the LUBCON acquisition set to enhance future performance.