Sweden's Trelleborg Q4 sales fall 5%, miss estimates

Trelleborg AB

29/01/2026 06:53

Overview

Swedish engineered polymer solutions provider's Q4 sales fell 5%, missing analyst expectations

Organic sales grew 1% yr/yr despite challenging market conditions

EBITA margin reached record high for Q4 at 18.4%

Outlook

Company expects Q1 2026 demand to match Q4 2025, adjusted for seasonal variations

Company plans investments in new facilities in India, US, and Morocco in 2026

Geopolitical situation contributes to uncertainty in market outlook

Result Drivers

ORGANIC SALES GROWTH - Despite challenging market conditions, organic sales grew by 1%, with acquisitions contributing an additional 3%

CURRENCY IMPACT - Negative exchange rate effects reduced EBITA by SEK 140 mln, impacting overall financial performance

STRATEGIC EXPANSION - New production facilities in Costa Rica and Vietnam, with further investments planned in India, US, and Morocco

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
SEK 8.38 bln
SEK 8.61 bln (8 Analysts)
Q4 Adjusted EPS
SEK 4.30
Q4 EPS
SEK 3.71


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 5 "hold" and 2 "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 Trelleborg AB is SEK392.50, about 2.2% above its January 28 closing price of SEK384.00

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nMFN75C1P6

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.)