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Draegerwerk AG Earnings Calls
| Release date | Jul 30, 2026 |
| EPS estimate | $1.80 |
| EPS actual | $1.76 |
| EPS Surprise | -2.22% |
| Revenue estimate | 949.867M |
| Revenue actual | 967.073M |
| Revenue Surprise | 1.81% |
| Release date | Apr 30, 2026 |
| EPS estimate | $0.716 |
| EPS actual | $0.716 |
| Revenue estimate | 874.5M |
| Revenue actual | 874.447M |
| Revenue Surprise | -0.0060% |
| Release date | Mar 24, 2026 |
| EPS estimate | $5.86 |
| EPS actual | $5.86 |
| Revenue estimate | 1.339B |
| Revenue actual | 1.337B |
| Revenue Surprise | -0.184% |
| Release date | Oct 29, 2025 |
| EPS estimate | - |
| EPS actual | $2.24 |
| Revenue estimate | 1.14B |
| Revenue actual | 977.796M |
| Revenue Surprise | -14.26% |
Last 4 Quarters for Draegerwerk AG
Below you can see how DRWKF 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 | Oct 29, 2025 |
| Price on release | $88.33 |
| EPS estimate | - |
| EPS actual | $2.24 |
| Date | Price |
|---|---|
| Oct 23, 2025 | $88.33 |
| Oct 24, 2025 | $86.10 |
| Oct 27, 2025 | $88.33 |
| Oct 28, 2025 | $88.33 |
| Oct 29, 2025 | $88.33 |
| Oct 30, 2025 | $88.33 |
| Oct 31, 2025 | $86.10 |
| Nov 03, 2025 | $88.33 |
| Nov 04, 2025 | $88.33 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Mar 24, 2026 |
| Price on release | $109.51 |
| EPS estimate | $5.86 |
| EPS actual | $5.86 |
| Date | Price |
|---|---|
| Mar 18, 2026 | $104.29 |
| Mar 19, 2026 | $104.29 |
| Mar 20, 2026 | $104.29 |
| Mar 23, 2026 | $104.99 |
| Mar 24, 2026 | $109.51 |
| Mar 25, 2026 | $109.51 |
| Mar 26, 2026 | $109.51 |
| Mar 27, 2026 | $109.51 |
| Mar 30, 2026 | $109.51 |
| 4 days before | 5.01% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 5.01% |
| Release date | Apr 30, 2026 |
| Price on release | $111.05 |
| EPS estimate | $0.716 |
| EPS actual | $0.716 |
| Date | Price |
|---|---|
| Apr 24, 2026 | $116.83 |
| Apr 27, 2026 | $113.75 |
| Apr 28, 2026 | $111.05 |
| Apr 29, 2026 | $111.05 |
| Apr 30, 2026 | $111.05 |
| May 01, 2026 | $111.05 |
| May 04, 2026 | $111.05 |
| May 05, 2026 | $111.05 |
| May 06, 2026 | $111.05 |
| 4 days before | -4.95% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -4.95% |
| Release date | Jul 30, 2026 |
| Price on release | $100.47 |
| EPS estimate | $1.80 |
| EPS actual | $1.76 |
| EPS surprise | -2.22% |
| Date | Price |
|---|---|
| Jul 24, 2026 | $100.47 |
| Jul 27, 2026 | $100.47 |
| Jul 28, 2026 | $100.47 |
| Jul 29, 2026 | $100.47 |
| Jul 30, 2026 | $100.47 |
| Jul 31, 2026 | $100.47 |
| Aug 03, 2026 | $100.47 |
| Aug 04, 2026 | $100.47 |
| Aug 05, 2026 | $100.47 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
Draegerwerk AG Earnings Call Transcript Summary of Q2 2026
Key points for investors:
- Strong H1 2026 operational performance: net sales grew ~7.7% (to ~EUR 1.6bn) and order intake slightly above last year (~EUR 1.75bn). Q2 net sales growth was 8.5% y/y. Guidance for 2026 net sales growth is 2%–6% (ex FX).
- Profitability improvement: Group EBIT more than tripled to ~EUR 64m in H1, lifting the EBIT margin to 4.0% (Q2 margin 5.4%). Free cash flow improved to ~EUR 16m (from -EUR 42m prior year). Rolling 12-month ROCE rose to 15.7%.
- Guidance upgraded: Management raised FY EBIT margin guidance to 6%–8% (driven in part by customs refunds); they reiterated sales guidance and longer-term ambition to increase EBIT margin by ~1 percentage point p.a. toward 10% by 2030.
- One-off tailwinds: Customs refunds materially supported margins — EUR 7.8m recognized in Q2 COGS, ~EUR 14.2m received after the half-year (to be recognized in Q3), and a possible additional EUR 7m–9m is being considered.
- Division dynamics: Safety division outperformed — order intake +9.5% H1, EBIT up to ~EUR 78m (margin ~11%); momentum seen across regions. Medical division improving: order intake down (impacted by a Mexico 2025 comparator), H1 net sales ~EUR 898m (+7.6%), EBIT still negative at -EUR 14.3m but returned to positive in Q2 (EUR 4.3m), showing marked improvement.
- Balance sheet and cash: Net financial debt reduced to ~EUR 190m (net debt/EBITDA ~0.5). Net working capital increased ~8% vs prior year; equity ratio ~52%.
- Risks and costs: Management notes higher freight/logistics costs (geopolitical tension) with an estimated FY impact up to ~EUR 10m, and ongoing freight and personnel cost pressure. They aim to keep functional expense growth below net sales growth for the full year.
- Investor engagement: Company will host a Capital Markets Day on Nov 18, 2026 to present strategy, markets and demonstrate innovations.
