Sweden's Assa Abloy Q4 sales, EBIT slightly miss estimates

Assa Abloy AB

05/02/2026 07:07

Overview

Swedish lock provider's Q4 net sales slightly missed analyst expectations

Company's Q4 organic sales growth strong in Global Technologies and Americas

Company completed seven acquisitions with annual sales of about SEK 1,200 mln

Outlook

Assa Abloy aims for EBIT margin in upper 16-17% range over time

Company confident in navigating varying market conditions in 2026

Result Drivers

ORGANIC SALES GROWTH - Strong organic sales growth in Global Technologies and Americas, with significant contributions from HID and Global Solutions

ACQUISITIONS - Seven acquisitions completed in Q4, contributing SEK 1,200 mln in annual sales

CURRENCY EFFECTS - Negative currency effects impacted sales by -10%, contributing to a decline in total sales

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Miss*
SEK 38.31 bln
SEK 38.48 bln (10 Analysts)
Q4 EPS
SEK 3.85
Q4 Net Income
SEK 4.28 bln
Q4 EBIT
Slight Miss*
SEK 6.45 bln
SEK 6.47 bln (11 Analysts)
Q4 EBITA Margin
17.90%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

Wall Street's median 12-month price target for Assa Abloy AB is SEK375.00, about 1.5% below its February 4 closing price of SEK380.60

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nWkr88kyd

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.)