Trelleborg shares slide after Q4 sales miss, slower organic growth

Trelleborg AB

29/01/2026 09:24

** Shares of Trelleborg TRELb.ST fall 4% after the Swedish polymer engineering company reported a Q4 sales miss, slower-than-forecast organic growth

   ** It posted Q4 sales of SEK 8.38 billion ($950.26 million)below the SEK 8.61 billion seen by analysts in an LSEG poll

   ** J.P.Morgan notes the 2% sales miss vs consensus was driven by slower organic growth of 1% versus consensus at 2.4%

   ** JPM adds the primary reason for the sales miss is the Industrial Solutions unit, hit by the timing of Marine project deliveries and weak construction end-market

   ** The group's Q4 adjusted EBITA of SEK 1.54 billion was 2.8% lower year-on-year, and fell below the SEK 1.55 billion estimate seen in the LSEG poll

** The company flagged a negative impact of exchange rates of SEK 140 million on its profit in the quarter

** The stock, on track for its worst day since April 2025, is among the weakest performers on Europe's benchmark STOXX 600 index .STOXX

($1 = 8.8186 Swedish crowns)

 (Reporting by Marta Frackowiak)

 ((marta.frackowiak@thomsonreuters.com))