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Holcim Earnings Calls
| Release date | Feb 27, 2026 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Expected change | +/- 3.75% |
| Release date | Jul 31, 2025 |
| EPS estimate | - |
| EPS actual | 1.67 Fr |
| Revenue estimate | 13.628B |
| Revenue actual | 3.936B |
| Revenue Surprise | -71.12% |
| Release date | Apr 24, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 28, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | 13.77B |
| Revenue actual | 13.512B |
| Revenue Surprise | -1.88% |
Last 4 Quarters for Holcim
Below you can see how HOLN.SW 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 | Feb 28, 2025 |
| Price on release | 98.54 Fr |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Feb 24, 2025 | 93.14 Fr |
| Feb 25, 2025 | 94.00 Fr |
| Feb 26, 2025 | 96.22 Fr |
| Feb 27, 2025 | 95.66 Fr |
| Feb 28, 2025 | 98.54 Fr |
| Mar 03, 2025 | 98.44 Fr |
| Mar 04, 2025 | 94.20 Fr |
| Mar 05, 2025 | 99.84 Fr |
| Mar 06, 2025 | 101.60 Fr |
| 4 days before | 5.80% |
| 4 days after | 3.11% |
| On release day | -0.101% |
| Change in period | 9.08% |
| Release date | Apr 24, 2025 |
| Price on release | 90.40 Fr |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Apr 16, 2025 | 88.40 Fr |
| Apr 17, 2025 | 87.62 Fr |
| Apr 22, 2025 | 87.22 Fr |
| Apr 23, 2025 | 88.80 Fr |
| Apr 24, 2025 | 90.40 Fr |
| Apr 25, 2025 | 91.90 Fr |
| Apr 28, 2025 | 92.14 Fr |
| Apr 29, 2025 | 91.30 Fr |
| Apr 30, 2025 | 91.60 Fr |
| 4 days before | 2.26% |
| 4 days after | 1.33% |
| On release day | 1.66% |
| Change in period | 3.62% |
| Release date | Jul 31, 2025 |
| Price on release | 64.98 Fr |
| EPS estimate | - |
| EPS actual | 1.67 Fr |
| Date | Price |
|---|---|
| Jul 25, 2025 | 65.14 Fr |
| Jul 28, 2025 | 64.48 Fr |
| Jul 29, 2025 | 64.86 Fr |
| Jul 30, 2025 | 64.74 Fr |
| Jul 31, 2025 | 64.98 Fr |
| Aug 04, 2025 | 65.06 Fr |
| Aug 05, 2025 | 65.00 Fr |
| Aug 06, 2025 | 67.02 Fr |
| Aug 07, 2025 | 67.50 Fr |
| 4 days before | -0.246% |
| 4 days after | 3.88% |
| On release day | 0.123% |
| Change in period | 3.62% |
| Release date | Feb 27, 2026 |
| Price on release | - |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 12, 2025 | 73.66 Fr |
| Nov 13, 2025 | 73.14 Fr |
| Nov 14, 2025 | 71.46 Fr |
| Nov 17, 2025 | 71.30 Fr |
| Nov 18, 2025 | 69.60 Fr |
Holcim Earnings Call Transcript Summary of Q2 2025
Holcim reported a strong H1 2025: recurring EBIT expanded double-digit in local currency (almost 11%), recurring EBIT margin reached 18.3%, EPS rose ~7.4% in CHF, and rolling recurring EBIT is above CHF 2.8bn. Net sales rose modestly (organic +1.4%; acquisitions added ~0.4%) while FX was a headwind (~CHF 330m). Management reaffirmed full-year 2025 targets aligned with NextGen Growth 2030: net sales growth of 3–5% (LC), recurring EBIT growth of 6–10% (LC), recurring EBIT margin >18%, and free cash flow before leases around CHF 2bn. Strategic drivers: scaling premium sustainable products (ECOPact/ECOPlanet), ECOCycle recycling, expansion of high-value building solutions, accelerated decarbonization/circularity, and disciplined value‑accretive M&A (≈10–11 bolt-ons YTD) plus a healthy pipeline. Capital allocation: up to CHF 22bn deployment capacity to 2030, commitment to a rebased progressive dividend and return of CHF 7bn to shareholders to 2030 (≈50% payout ratio), plus CHF 4–6bn potential additional funds for large M&A or buybacks. Key risks/uncertainties flagged by management: FX headwinds, regionally mixed volume trends (Europe softer though signs of recovery), and regulatory uncertainty around EU ETS benchmarks affecting 2026 cost/pricing dynamics. Management expects continued H2 momentum, further margin gains from premiumization, and ongoing M&A and Disensa retail roll‑out (LatAm) to drive medium‑term profitable growth.
