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Brenntag AG Earnings Calls
| Release date | Nov 12, 2025 |
| EPS estimate | $0.96 |
| EPS actual | $0.92 |
| EPS Surprise | -4.29% |
| Revenue estimate | 4.342B |
| Revenue actual | 4.363B |
| Revenue Surprise | 0.488% |
| Release date | Aug 13, 2025 |
| EPS estimate | $1.25 |
| EPS actual | $0.350 |
| EPS Surprise | -72.02% |
| Revenue estimate | 4.484B |
| Revenue actual | 4.556B |
| Revenue Surprise | 1.61% |
| Release date | May 14, 2025 |
| EPS estimate | $1.25 |
| EPS actual | $1.02 |
| EPS Surprise | -18.40% |
| Revenue estimate | 4.654B |
| Revenue actual | 4.464B |
| Revenue Surprise | -4.09% |
| Release date | Dec 31, 2024 |
| EPS estimate | - |
| EPS actual | $0.91 |
| Revenue estimate | - |
| Revenue actual | 4.131B |
Last 4 Quarters for Brenntag AG
Below you can see how BNTGF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 31, 2024 |
| Price on release | $59.41 |
| EPS estimate | - |
| EPS actual | $0.91 |
| Date | Price |
|---|---|
| Dec 24, 2024 | $59.41 |
| Dec 26, 2024 | $59.41 |
| Dec 27, 2024 | $59.41 |
| Dec 30, 2024 | $59.41 |
| Dec 31, 2024 | $59.41 |
| Jan 02, 2025 | $60.60 |
| Jan 03, 2025 | $60.60 |
| Jan 06, 2025 | $60.60 |
| Jan 07, 2025 | $60.60 |
| 4 days before | 0% |
| 4 days after | 2.00% |
| On release day | 2.00% |
| Change in period | 2.00% |
| Release date | May 14, 2025 |
| Price on release | $67.59 |
| EPS estimate | $1.25 |
| EPS actual | $1.02 |
| EPS surprise | -18.40% |
| Date | Price |
|---|---|
| May 08, 2025 | $67.59 |
| May 09, 2025 | $67.59 |
| May 12, 2025 | $67.59 |
| May 13, 2025 | $67.59 |
| May 14, 2025 | $67.59 |
| May 15, 2025 | $67.59 |
| May 16, 2025 | $58.40 |
| May 19, 2025 | $67.75 |
| May 20, 2025 | $65.34 |
| 4 days before | 0% |
| 4 days after | -3.33% |
| On release day | 0% |
| Change in period | -3.33% |
| Release date | Aug 13, 2025 |
| Price on release | $64.94 |
| EPS estimate | $1.25 |
| EPS actual | $0.350 |
| EPS surprise | -72.02% |
| Date | Price |
|---|---|
| Aug 07, 2025 | $64.94 |
| Aug 08, 2025 | $71.05 |
| Aug 11, 2025 | $64.94 |
| Aug 12, 2025 | $71.05 |
| Aug 13, 2025 | $64.94 |
| Aug 14, 2025 | $64.94 |
| Aug 15, 2025 | $71.05 |
| Aug 18, 2025 | $64.94 |
| Aug 19, 2025 | $62.87 |
| 4 days before | 0% |
| 4 days after | -3.19% |
| On release day | 0% |
| Change in period | -3.19% |
| Release date | Nov 12, 2025 |
| Price on release | $56.38 |
| EPS estimate | $0.96 |
| EPS actual | $0.92 |
| EPS surprise | -4.29% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $54.00 |
| Nov 07, 2025 | $54.00 |
| Nov 10, 2025 | $54.15 |
| Nov 11, 2025 | $56.38 |
| Nov 12, 2025 | $56.38 |
| Nov 13, 2025 | $56.38 |
| Nov 14, 2025 | $56.38 |
| Nov 17, 2025 | $57.99 |
| Nov 18, 2025 | $55.22 |
| 4 days before | 4.41% |
| 4 days after | -2.06% |
| On release day | 0% |
| Change in period | 2.26% |
Brenntag AG Earnings Call Transcript Summary of Q3 2025
Brenntag reported Q3 2025 results in a weak, prolonged chemicals downturn but emphasized operational resilience and a focused management reset. Key financials: operating gross profit €947m, operating EBITDA €330m (down 6.7% YoY), operating EBITA €243m (down 9.2% YoY), free cash flow €316m in Q3, and net debt/EBITDA ~1.9x. Management updated strategy and priorities: (1) stop the previously considered full corporate split and retain two divisions (Essential and Specialty) within one company to capture scale, simplify M&A and reduce duplication; (2) push sales/customer proximity as the immediate priority (empower local sales teams and refocus away from internal disentanglement); (3) simplify decision-making and reduce bureaucracy by removing an intermediate management layer and creating a lean executive committee; (4) accelerate execution of a cost containment program (previously announced €300m run-rate target by FY2027) and start top-down overhead reductions ahead of broader supply-chain actions. Organizational changes: appointed a CHRO (Francis) effective Nov 1 and a COO to join by April 1 to drive supply-chain improvements. Guidance and capital allocation: FY2025 operating EBITA guidance specified toward the lower end of the prior €950m–€1,050m range (assume EUR/USD ~1.16 in Q4); CapEx expected to be lower than prior guidance, around ~€200m for the year (vs. an annual guideline of ~€300m). Management highlighted ongoing headwinds from Chinese export competition, tariffs, geopolitical risks and subdued end-market demand, but noted margin management and cost savings have helped protect EBITDA conversion and cash generation.
