Q4 2025 Electrolux AB Earnings Call Transcript

Jan 30, 2026 / 08:00 AM GMT

Release Date Price: $4.62 (+8.04%)

Transcript

Key Points

Positve

Electrolux AB (ELRXF) reported an organic sales growth of 3.9% in 2025, close to their midterm target of 4%.
The company achieved a significant cost reduction of SEK 4 billion, driven by procurement and value engineering.
Electrolux AB (ELRXF) gained market share in Europe, Asia Pacific, Middle East, Africa, and Brazil.
The company delivered strong cash flow in Q4, amounting to SEK 5.2 billion, improving their financial leverage to 3.0.
Electrolux AB (ELRXF) introduced major innovations in Europe, supported by increased marketing investments.

Negative

Electrolux AB (ELRXF) faced high cost pressures due to US tariffs and currency depreciation, particularly impacting North America.
The market in Western Europe saw a decline, with volumes at a 10-year low, affecting overall performance.
The company had to reduce previously implemented price increases in North America due to intense competitive pressure.
External factors, including tariffs and currency fluctuations, posed significant headwinds throughout the year.
Despite strong performance in Latin America, the region's results were partly boosted by a one-time supplier rebate, which is not sustainable.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ELUXb.ST - Electrolux AB
Q4 2025 Electrolux AB Earnings Call
Jan 30, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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With up to 100% dust pickup, wet cleaning, and the zero dust cleaning station.

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Unidentified_2 [2]
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Welcome to the presentation of our 4th quarter results. I'm Ansa Jansson, head of investor relations and sustainability reporting here at Electrolux Group.

With me today I have our CEO Yan Yannick Fala and our CFO Therese Febe.

We will go through the

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