Stabilus SE (XTER:STM)

Q1 2026 Stabilus SE Earnings Call Transcript

Jan 26, 2026 / 09:30 AM GMT

Release Date Price: €18.64 (+1.08%)

Transcript

Key Points

Positve

Stabilus SE (WBO:STA2) reported a strong cash flow generation of €23.9 million, significantly higher than the previous year's €8.9 million.
The company maintained a solid EBIT margin of 10.1%, with expectations for further improvement in the second half of the year.
In China, Stabilus achieved a record EBIT margin of 18%, despite a challenging market environment.
The company's overhead reduction and transformation program is on track, expected to save €19 million in fixed costs by 2027.
Stabilus is experiencing strong growth in its industrial power rise and door actuation segments, with double-digit revenue growth and high margins.

Negative

Stabilus SE (WBO:STA2) faced a 7% decline in revenue compared to the previous year, with significant softness in the Chinese market.
The company experienced operational inefficiencies and higher personnel costs in North America, impacting margins.
There is a challenging market environment in China, with consumer sentiment declining and impacting sales.
The company's net leverage ratio remains a concern, with a target to reduce it to 2.0 within the next two years.
Stabilus's revenue growth in the Americas and EEA regions was minimal, with organic growth in the Americas at only 0.5%.

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

STM1.DE - Stabilus SE
Q1 2026 Stabilus SE Earnings Call
Jan 26, 2026 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and a warm welcome, dear ladies and gentlemen to the analyst and Investor web conference regarding the fabulous results in the first quarter of fiscal 2026. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation. Let me now turn the floor over to your host, Doctor Mikhail Buckner.

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Unidentified_2 [2]
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Hello and welcome to our quarter one results call.

Of the Stulus group.

As always, you have our CFO Andreas Jaeger and myself, Michel Buchner, being the CEO of the

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