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Knorr-bremse Aktiengesellschaft Earnings Calls
| Release date | Jul 29, 2026 |
| EPS estimate | $1.29 |
| EPS actual | $1.23 |
| EPS Surprise | -4.65% |
| Revenue estimate | 2.381B |
| Revenue actual | 2.447B |
| Revenue Surprise | 2.78% |
| Release date | May 07, 2026 |
| EPS estimate | $1.15 |
| EPS actual | $1.10 |
| EPS Surprise | -4.35% |
| Revenue estimate | 2.295B |
| Revenue actual | 2.238B |
| Revenue Surprise | -2.48% |
| Release date | Feb 19, 2026 |
| EPS estimate | $1.05 |
| EPS actual | $0.87 |
| EPS Surprise | -17.24% |
| Revenue estimate | 2.27B |
| Revenue actual | 2.323B |
| Revenue Surprise | 2.32% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.15 |
| EPS actual | $1.04 |
| EPS Surprise | -9.57% |
| Revenue estimate | 2.217B |
| Revenue actual | 2.209B |
| Revenue Surprise | -0.384% |
Last 4 Quarters for Knorr-bremse Aktiengesellschaft
Below you can see how KNBHF 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 | $94.70 |
| EPS estimate | $1.15 |
| EPS actual | $1.04 |
| EPS surprise | -9.57% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $90.26 |
| Oct 24, 2025 | $97.02 |
| Oct 27, 2025 | $90.26 |
| Oct 28, 2025 | $94.70 |
| Oct 29, 2025 | $94.70 |
| Oct 30, 2025 | $94.70 |
| Oct 31, 2025 | $97.02 |
| Nov 03, 2025 | $94.70 |
| Nov 04, 2025 | $94.70 |
| 4 days before | 4.92% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 4.92% |
| Release date | Feb 19, 2026 |
| Price on release | $113.91 |
| EPS estimate | $1.05 |
| EPS actual | $0.87 |
| EPS surprise | -17.24% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $113.91 |
| Feb 13, 2026 | $113.91 |
| Feb 17, 2026 | $113.91 |
| Feb 18, 2026 | $113.91 |
| Feb 19, 2026 | $113.91 |
| Feb 20, 2026 | $113.91 |
| Feb 23, 2026 | $113.91 |
| Feb 24, 2026 | $113.91 |
| Feb 25, 2026 | $113.91 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | May 07, 2026 |
| Price on release | $108.91 |
| EPS estimate | $1.15 |
| EPS actual | $1.10 |
| EPS surprise | -4.35% |
| Date | Price |
|---|---|
| May 01, 2026 | $108.91 |
| May 04, 2026 | $108.91 |
| May 05, 2026 | $108.91 |
| May 06, 2026 | $108.91 |
| May 07, 2026 | $108.91 |
| May 08, 2026 | $108.91 |
| May 11, 2026 | $108.91 |
| May 12, 2026 | $108.91 |
| May 13, 2026 | $108.91 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Jul 29, 2026 |
| Price on release | $110.31 |
| EPS estimate | $1.29 |
| EPS actual | $1.23 |
| EPS surprise | -4.65% |
| Date | Price |
|---|---|
| Jul 23, 2026 | $110.31 |
| Jul 24, 2026 | $110.31 |
| Jul 27, 2026 | $110.31 |
| Jul 28, 2026 | $110.31 |
| Jul 29, 2026 | $110.31 |
| Jul 30, 2026 | $110.31 |
| Jul 31, 2026 | $110.31 |
| Aug 03, 2026 | $110.31 |
| Aug 04, 2026 | $110.31 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
Knorr-bremse Aktiengesellschaft Earnings Call Transcript Summary of Q2 2026
Knorr‑Bremse delivered a strong Q2 2026: group revenues of EUR 2.1bn (+~6% organic), operating EBIT margin of 14.2% (highest quarterly margin in ~5.5 years) and free cash flow of EUR 262m (Q2) / EUR 294m (H1). Both Rail Vehicle Systems (RVS) and Commercial Vehicle Systems (CVS) contributed: RVS posted ~7% revenue growth, a 17.5% EBIT margin and a near‑record backlog (~EUR 5.9bn); CVS showed resilient recovery with organic revenue up ~8% and EBIT margin improving to 11.8%. Management raised FY‑2026 guidance (revenues EUR 8.1–8.3bn; group operating EBIT margin 14–14.5%; free cash flow EUR 750–850m, skewed to the upper end) and confirmed the expected closing of the HVAC divestment by year‑end, completing the BOOST sell‑out program (~EUR 750m of divested revenue).
The company launched its next strategic phase, Growth Beyond, focused on margin‑accretive organic growth, disciplined capital allocation and selective M&A. Key 2030 organic targets: ~EUR 10bn revenues, ~16% group operating EBIT margin, >90% cash conversion and ROCE >25%. Management reiterated commitment to maintaining BOOST efficiency gains (portfolio rotation, headcount reductions, best‑cost footprint) while investing selectively (R&D ~6% of revenues; CapEx 4–5%). Regional and business highlights: China RVS outlook upgraded (2030 China revenues ~EUR 900m possible), aftermarket and OE strength in both divisions, and continued normalization signs in Truck (especially North America). Financial discipline remains central—capital follows returns; M&A must meet strict guardrails and preserve investment‑grade metrics.
