Electrolux Q4 operating profit, sales rise

Electrolux AB

30/01/2026 06:10

Overview

Sweden appliance maker's Q4 organic sales grew 2% driven by higher volumes

Operating income improved significantly due to cost efficiency

Company, on Jan 30, announced organizational changes to enhance consumer focus

Outlook

Electrolux expects North American market demand to be neutral to negative in 2026

Company anticipates SEK 3.5-4bn earnings contribution from cost efficiency in 2026

Electrolux projects increased capital expenditure compared to 2025

Result Drivers

COST EFFICIENCY - Electrolux achieved SEK 1.2bn in cost savings, improving operating income despite external challenges

VOLUME GROWTH - Higher sales volumes in focus product categories supported organic sales growth in most regions

PRICING PRESSURE - North America faced pricing pressure, leading to sales decline despite previous price increases

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
SEK 35.11 bln
Q4 EPS
SEK 1.72
Q4 Net Income
SEK 466 mln
Q4 EBIT
SEK 1.52 bln
Q4 Organic Growth
2.00%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the appliances, tools & housewares peer group is "buy."

Wall Street's median 12-month price target for Electrolux AB is SEK67.50, about 7.8% above its January 29 closing price of SEK62.64

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nWkrbKsv7K

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.)