Grifols Earnings Calls

Mar 31, 2025
$0.100 (-28.57%)
Release date May 12, 2025
EPS estimate $0.140
EPS actual $0.100
EPS Surprise -28.57%
Revenue estimate 1.731B
Revenue actual 1.993B
Revenue Surprise 15.19%
Dec 31, 2024
$0.260 (100.00%)
Release date Mar 06, 2025
EPS estimate $0.130
EPS actual $0.260
EPS Surprise 100.00%
Revenue estimate 1.921B
Revenue actual 2.046B
Revenue Surprise 6.49%
Sep 30, 2024
$0.160 (-27.27%)
Release date Nov 07, 2024
EPS estimate $0.220
EPS actual $0.160
EPS Surprise -27.27%
Revenue estimate 2.03B
Revenue actual 1.966B
Revenue Surprise -3.15%
Jun 30, 2024
$0.0200 (-91.30%)
Release date Jul 30, 2024
EPS estimate $0.230
EPS actual $0.0200
EPS Surprise -91.30%
Revenue estimate 1.88B
Revenue actual 1.955B
Revenue Surprise 3.96%

Last 4 Quarters for Grifols

Below you can see how GRFS 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.

Jun 30, 2024 Missed
Release date Jul 30, 2024
Price on release $7.75
EPS estimate $0.230
EPS actual $0.0200
EPS surprise -91.30%
Date Price
Jul 24, 2024 $7.73
Jul 25, 2024 $7.78
Jul 26, 2024 $7.74
Jul 29, 2024 $7.71
Jul 30, 2024 $7.75
Jul 31, 2024 $7.47
Aug 01, 2024 $7.64
Aug 02, 2024 $7.58
Aug 05, 2024 $7.27
4 days before 0.259%
4 days after -6.19%
On release day -3.61%
Change in period -5.95%
Sep 30, 2024 Missed
Release date Nov 07, 2024
Price on release $9.50
EPS estimate $0.220
EPS actual $0.160
EPS surprise -27.27%
Date Price
Nov 01, 2024 $8.84
Nov 04, 2024 $8.80
Nov 05, 2024 $9.29
Nov 06, 2024 $9.05
Nov 07, 2024 $9.50
Nov 08, 2024 $9.49
Nov 11, 2024 $9.32
Nov 12, 2024 $9.10
Nov 13, 2024 $9.09
4 days before 7.47%
4 days after -4.32%
On release day -0.105%
Change in period 2.83%
Dec 31, 2024 Beat
Release date Mar 06, 2025
Price on release $8.50
EPS estimate $0.130
EPS actual $0.260
EPS surprise 100.00%
Date Price
Feb 28, 2025 $8.44
Mar 03, 2025 $8.58
Mar 04, 2025 $8.27
Mar 05, 2025 $8.71
Mar 06, 2025 $8.50
Mar 07, 2025 $8.43
Mar 10, 2025 $7.80
Mar 11, 2025 $7.73
Mar 12, 2025 $7.76
4 days before 0.711%
4 days after -8.71%
On release day -0.82%
Change in period -8.06%
Mar 31, 2025 Missed
Release date May 12, 2025
Price on release $7.73
EPS estimate $0.140
EPS actual $0.100
EPS surprise -28.57%
Date Price
May 06, 2025 $7.22
May 07, 2025 $7.32
May 08, 2025 $7.30
May 09, 2025 $7.10
May 12, 2025 $7.73
May 13, 2025 $7.86
May 14, 2025 $7.57
May 15, 2025 $7.85
May 16, 2025 $7.76
4 days before 7.06%
4 days after 0.388%
On release day 1.68%
Change in period 7.48%

Grifols Earnings Call Transcript Summary of Q1 2025

Grifols Q1 2025 Earnings Call Summary for Investors

1. Strong Performance Metrics:

  • Q1 2025 revenue reached €1.786 billion, reflecting a 7.4% increase on a constant currency basis and a 10% increase on a like-for-like basis.
  • Adjusted EBITDA was €400 million, up 14.2% year-on-year at constant currency, with a like-for-like growth of nearly 22%.
  • There was a negative free cash flow of €44 million for the quarter primarily due to a one-time payment to ImmunoTek, but this represents a year-on-year improvement of more than €200 million.
  • The company plans for further growth throughout 2025, forecasting sustained revenue increases, particularly in its immunoglobulin franchise.

2. Key Business Drivers:

  • The immunoglobulin (IG) franchise grew by 17.5%, with strong performance in both intravenous (IVIG) and subcutaneous IG, the latter seeing a remarkable 91% increase in the first quarter.
  • The biopharma segment remains a significant growth driver, despite some temporary challenges with albumin and rabies.

3. Strategic Response to Market Conditions:

  • Grifols is monitoring macroeconomic factors, including U.S. drug pricing policies and tariffs, asserting confidence in its strategic positioning and operational capabilities to navigate these challenges.
  • The company has maintained a diversified global footprint through plasma donor centers and manufacturing facilities, mitigating risks from geopolitical tensions and market fluctuations.

4. Operational Improvements:

  • Consistent focus on cost efficiencies and operational excellence, with ongoing initiatives expected to lead to improvements in gross margins and EBITDA margins throughout the year.
  • Advances in plasma processing capabilities expected to enhance inventory costs and profitability.

5. Adjusted Guidance:

  • While the company has not raised its 2025 guidance despite strong Q1 performance, it remains optimistic about sustaining growth. The leadership cites caution amid the changing macroeconomic landscape as a reason for maintaining existing forecasts.

6. Capital Allocation and Investment Plans:

  • Grifols is committed to deleveraging, achieving a slight decrease in leverage ratios to below 4.5 times due to improved cash flow generation.
  • Investment in Canadian operations and partnerships in emerging markets aims to bolster local manufacturing and supply capabilities.

7. Pipeline Innovations:

  • The company anticipates the launch of fibrinogen therapy in Q4 2025 in Europe, with plans for U.S. approval in 2026, positioning Grifols for further growth in specialty products.

Conclusion:

Grifols is exhibiting strong operational performance and strategic resilience amidst a challenging market backdrop. Investors should note the company's positive growth trajectory in the biopharma sector, particularly its robust immunoglobulin sales. However, caution remains regarding external market influences, which may necessitate prudent financial management and strategic flexibility moving forward.

Grifols Earnings History

Earnings Calendar

FAQ

When is the earnings report for GRFS?
Grifols (GRFS) has scheduled its earnings report for Jul 28, 2025 after the markets close.

What is the GRFS price-to-earnings (P/E) ratio?
GRFS P/E ratio as of Jun 20, 2025 (TTM) is 43.89.

What is the GRFS EPS forecast?
The forecasted EPS (Earnings Per Share) for Grifols (GRFS) for the first fiscal quarter 2025 is $0.222.

What are Grifols's retained earnings?
On its balance sheet, Grifols reported retained earnings of $1.99 billion for the latest quarter ending Mar 31, 2025.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT GRIFOLS
Grifols
Grifols, S.A. engages in the procurement, manufacture, preparation, and sale of therapeutic products, primarily hemoderivatives. The company operates through Bioscience, Hospital, Diagnostic, Bio Supplies, and Others divisions. The Bioscience division researches, develops, produces, and markets plasma-derived medicines and other innovative solutions to treat patients with chronic, rare, prevalent, and life-threatening diseases. It offers immunogl...
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