Overview
Swiss connectivity solutions firm's 2025 order intake rose 13.7%, driven by Industry and Communication segments
2025 net sales declined 3.3%, missing analyst expectations
Appreciation of Swiss franc negatively impacted net sales
Outlook
Huber+Suhner expects 2025 EBIT margin of 10-11%
Communication segment to see significant sales growth starting in 2026
Result Drivers
INDUSTRY DEMAND - Industry segment saw 16.2% growth in order intake due to broad-based demand, particularly in Aerospace & Defense
DATA CENTER ORDERS - Communication segment's order intake rose 21.9% due to major orders for optical circuit switches from data center operators
TRANSPORTATION STABILITY - Transportation segment's net sales grew 0.3%, with stable order intake and positive sales in Rail Communications
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Sales
Miss
CHF 864.10 mln
CHF 901.03 mln (4 Analysts)
FY Orders
CHF 1.03 bln
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the communications & networking peer group is "buy."
Wall Street's median 12-month price target for Huber+Suhner AG is CHF135.00, about 13.9% below its January 21 closing price of CHF156.80
The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 30 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@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.)