Sweden's Alfa Laval Q4 sales rise 11%, beat estimates

Alfa Laval AB

03/02/2026 06:39

Overview

Swedish heat transfer firm's Q4 net sales rose 11%, beating analyst expectations

Adjusted EBITA for Q4 increased by 11% yr/yr

Q4 order intake declined by 2% yr/yr

Outlook

Alfa Laval expects first-quarter demand to match fourth-quarter levels

Result Drivers

NET SALES GROWTH - Co reported an 11% increase in net sales, driven by organic growth, surpassing analyst expectations

ORDER INTAKE DECLINE - Co experienced a 2% decline in order intake, indicating potential future challenges

PROFITABILITY IMPROVEMENT - Adjusted EBITA increased by 11%, reflecting improved profitability

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
SEK 19.15 bln
SEK 18.82 bln (10 Analysts)
Q4 Net Income
SEK 1.99 bln
Q4 Adjusted EBITA
SEK 3.24 bln
Q4 Adjusted EBITA Margin
16.90%
Q4 Orders
SEK 17.08 bln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 6 "hold" and 4 "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

Wall Street's median 12-month price target for Alfa Laval AB is SEK516.00, about 2.2% below its February 2 closing price of SEK527.80

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nWkr6fyc01

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)