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Compagnie de Saint-Gobain ADR Earnings Calls
| Release date | Feb 26, 2026 |
| EPS estimate | $0.692 |
| EPS actual | $0.725 |
| EPS Surprise | 4.77% |
| Revenue estimate | 12.96B |
| Revenue actual | 26.72B |
| Revenue Surprise | 106.17% |
| Release date | Jun 30, 2025 |
| EPS estimate | $0.84 |
| EPS actual | $0.769 |
| EPS Surprise | -8.67% |
| Revenue estimate | 27.881B |
| Revenue actual | 28.084B |
| Revenue Surprise | 0.728% |
| Release date | Jun 06, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | - |
| EPS actual | $0.487 |
| Revenue estimate | 24.004B |
| Revenue actual | 23.927B |
| Revenue Surprise | -0.321% |
Last 4 Quarters for Compagnie de Saint-Gobain ADR
Below you can see how CODYY 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 | $17.70 |
| EPS estimate | - |
| EPS actual | $0.487 |
| Date | Price |
|---|---|
| Dec 24, 2024 | $17.91 |
| Dec 26, 2024 | $18.02 |
| Dec 27, 2024 | $17.99 |
| Dec 30, 2024 | $17.78 |
| Dec 31, 2024 | $17.70 |
| Jan 02, 2025 | $17.50 |
| Jan 03, 2025 | $17.33 |
| Jan 06, 2025 | $17.81 |
| Jan 07, 2025 | $17.57 |
| 4 days before | -1.17% |
| 4 days after | -0.734% |
| On release day | -1.13% |
| Change in period | -1.90% |
| Release date | Jun 06, 2025 |
| Price on release | $22.85 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jun 02, 2025 | $22.55 |
| Jun 03, 2025 | $22.58 |
| Jun 04, 2025 | $22.98 |
| Jun 05, 2025 | $23.03 |
| Jun 06, 2025 | $22.85 |
| Jun 09, 2025 | $22.75 |
| Jun 10, 2025 | $22.65 |
| Jun 11, 2025 | $22.67 |
| Jun 12, 2025 | $22.88 |
| 4 days before | 1.33% |
| 4 days after | 0.131% |
| On release day | -0.438% |
| Change in period | 1.46% |
| Release date | Jun 30, 2025 |
| Price on release | $23.50 |
| EPS estimate | $0.84 |
| EPS actual | $0.769 |
| EPS surprise | -8.67% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $22.79 |
| Jun 25, 2025 | $22.53 |
| Jun 26, 2025 | $23.03 |
| Jun 27, 2025 | $23.65 |
| Jun 30, 2025 | $23.50 |
| Jul 01, 2025 | $23.14 |
| Jul 02, 2025 | $23.30 |
| Jul 03, 2025 | $23.12 |
| Jul 07, 2025 | $22.92 |
| 4 days before | 3.12% |
| 4 days after | -2.47% |
| On release day | -1.53% |
| Change in period | 0.570% |
| Release date | Feb 26, 2026 |
| Price on release | $20.32 |
| EPS estimate | $0.692 |
| EPS actual | $0.725 |
| EPS surprise | 4.77% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $21.39 |
| Feb 23, 2026 | $21.39 |
| Feb 24, 2026 | $20.84 |
| Feb 25, 2026 | $20.81 |
| Feb 26, 2026 | $20.32 |
| Feb 27, 2026 | $20.28 |
| Mar 02, 2026 | $19.37 |
| Mar 03, 2026 | $18.33 |
| Mar 04, 2026 | $18.06 |
| 4 days before | -5.00% |
| 4 days after | -11.12% |
| On release day | -0.197% |
| Change in period | -15.57% |
Compagnie de Saint-Gobain ADR Earnings Call Transcript Summary of Q4 2025
Key takeaways for investors:
- Strong 2025 operational and financial performance: Sales +2.1% in local currencies, recurring net income EUR 3.3 billion, EBITDA margin stable at 15.5%, EBITDA up 3.4% LFL, EPS +2.5% (6.4% in LC). Free cash flow EUR 3.8 billion with a 58% cash conversion (above 50% target). Net debt/EBITDA stable at ~1.4x. Dividend proposed EUR 2.30 per share (4.5% increase).
- Guidance and priorities for 2026: Company expects an EBITDA margin >15% in 2026. Near-term headwinds include a weather-driven volume decline (Q1 QoQ weakness, Benoît Bazin flagged low-to-mid single-digit volume impact in Q1 in affected markets) and a negative FX impact (c. -3% on sales in Q1 at current spots). CapEx planned around 4.5% of sales for 2026. Portfolio rotation, margin, cash and outperformance are top priorities.
- Portfolio & M&A: Continued active portfolio optimization—recent successful integrations of Cemix and FOSROC (construction chemicals); target to rotate >20% of sales by 2030 (mix of acquisitions and disposals). Construction chemicals is a strategic priority with a target to reach >€9bn sales by 2030 in that area.
- Regional performance: Asia & emerging markets strong (APAC +17% in LC; India and SE Asia highlighted), Latin America robust (Brazil/LatAm +13.5% LC), Europe returned to growth in H2 (France improving, U.K. outperformance; Germany & some Nordics softer), North America down (NA sales -4.2% for year; Q4 -8.2%) with roofing volumes hit by an unusually calm storm season in 2025 and adverse early‑2026 weather (snow/floods) causing Q1 weakness but expected normalization from Q2.
- Capital allocation & shareholder returns: 2025 return to shareholders ~€1.5bn (dividends + buybacks). From 2026–2030 management plans ~€8bn to shareholders (c. €6bn dividends + €2bn buybacks) while prioritizing M&A and growth CapEx in high-growth markets.
- Risks/near-term drivers: FX volatility (notably currencies versus euro), early‑2026 weather disruptions (France & North America), and regional demand variability. Management emphasizes disciplined pricing, cost actions and country-led execution to protect margins.
