Kalmar Corp (STU:XK2)
€ 39.92 +0.70 (+1.78%) Market Cap: 2.56 Bil Enterprise Value: 2.57 Bil PE Ratio: 14.40 PB Ratio: 3.45 GF Score: 26/100

Q4 2025 Kalmar Oyj Earnings Call Transcript

Feb 13, 2026 / 08:00 AM GMT
Release Date Price: €44.44 (+7.19%)

Key Points

Positve
  • Kalmar Corp (STU:XK2) reported a strong finish to 2025 with a record order intake and solid sales growth.
  • Orders increased by 5% to a record level of €511 million, driven by sizable equipment orders.
  • Sales grew by 11% to €487 million, with both equipment and services segments contributing equally.
  • Profitability improved, with a comparable operating profit margin of 12.4%, up from the previous period.
  • The eco portfolio, including electric and hybrid solutions, accounted for 43% of total sales, indicating strong customer demand for sustainable offerings.
Negative
  • The services segment's operating profit margin decreased to 16.2%, impacted by tariffs.
  • Tariff-related challenges continue to affect both equipment and services segments, with no short-term resolution in sight.
  • The distribution segment in the Americas faced prolonged market uncertainty, impacting overall performance.
  • Brooks Libert, an associated company, reported a loss of €3 million for 2025, compared to a profit in 2024.
  • The macroeconomic environment remains uncertain due to geopolitical tensions, affecting long-term demand forecasts.


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

KALMAR.HE - Kalmar Oyj
Q4 2025 Kalmar Oyj Earnings Call
Feb 13, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everybody from a sunny, cold and snowy Helsinki. Welcome to Calmar's Financial statements Review 2025 webcast. My name is Karina Garter and I'm heading the investor relations at Calmar.

Today's result will be presented by our President and CEO Sami Iranen and CFO Sakaria Adeibi.

We have a Q&A session in the end of this presentation where you can ask questions. I would like to remind you that the webcast is recorded and it will be found on Calmerces investor relations website later today.

Please also pay attention to the disclaimer as we will be making forward-looking statements. We are now ready to start the presentation. Please, Sami, the floor is yours.

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