Overview
Germany automotive supplier's 2025 revenue fell 9% but organic revenue grew 2.3% yr/yr
Adjusted EBIT margin rose to 5.4% from 4.9%, adjusted EPS increased to EUR 0.88
Company advanced transformation strategy with site closures and cost-saving programs
Outlook
ElringKlinger sees slight organic revenue growth for 2026
Company expects 2026 adjusted EBIT margin of around 6 to 7%
ElringKlinger expects 2026 operating free cash flow to be slightly positive
Result Drivers
E-MOBILITY GROWTH - Revenue in the E-Mobility business unit rose 41% yr/yr, driven by ramp-up of series production for a global battery manufacturer
AFTERMARKET & ENGINEERED PLASTICS - Aftermarket segment revenue grew 12.5% and Engineered Plastics rose 11.2% yr/yr, supported by targeted product mix optimizations and strong demand for advanced components
TRANSFORMATION & COST MEASURES - Site closures and the STREAMLINE program led to one-off charges but are expected to generate structural savings and support profitability
Company press release: ID:nEQcgBrZ9a
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Orders Intake
EUR 437.4 mln
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy."
Wall Street's median 12-month price target for ElringKlinger AG is €4.30, about 2.8% below its March 25 closing price of €4.43
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 7 three months ago
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(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.)