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Neste Oyj Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $0.127 |
| EPS actual | $0.134 |
| EPS Surprise | 5.52% |
| Revenue estimate | 5.811B |
| Revenue actual | 5.279B |
| Revenue Surprise | -9.16% |
| Release date | Jul 24, 2025 |
| EPS estimate | $0.0969 |
| EPS actual | -$0.0294 |
| EPS Surprise | -130.38% |
| Revenue estimate | 5.032B |
| Revenue actual | 5.311B |
| Revenue Surprise | 5.55% |
| Release date | Apr 29, 2025 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0200 |
| EPS Surprise | 33.33% |
| Revenue estimate | 4.957B |
| Revenue actual | 5.43B |
| Revenue Surprise | 9.56% |
| Release date | Feb 13, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | -$0.0700 |
| EPS Surprise | -333.33% |
| Revenue estimate | 4.539B |
| Revenue actual | 5.767B |
| Revenue Surprise | 27.04% |
Last 4 Quarters for Neste Oyj
Below you can see how NTOIY 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 13, 2025 |
| Price on release | $5.25 |
| EPS estimate | $0.0300 |
| EPS actual | -$0.0700 |
| EPS surprise | -333.33% |
| Date | Price |
|---|---|
| Feb 07, 2025 | $5.99 |
| Feb 10, 2025 | $6.04 |
| Feb 11, 2025 | $6.00 |
| Feb 12, 2025 | $5.94 |
| Feb 13, 2025 | $5.25 |
| Feb 14, 2025 | $5.41 |
| Feb 18, 2025 | $4.99 |
| Feb 19, 2025 | $4.68 |
| Feb 20, 2025 | $4.68 |
| 4 days before | -12.35% |
| 4 days after | -10.86% |
| On release day | 3.24% |
| Change in period | -21.87% |
| Release date | Apr 29, 2025 |
| Price on release | $5.02 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0200 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $4.49 |
| Apr 24, 2025 | $4.59 |
| Apr 25, 2025 | $4.73 |
| Apr 28, 2025 | $4.54 |
| Apr 29, 2025 | $5.02 |
| Apr 30, 2025 | $5.15 |
| May 01, 2025 | $5.16 |
| May 02, 2025 | $5.26 |
| May 05, 2025 | $5.32 |
| 4 days before | 11.80% |
| 4 days after | 5.98% |
| On release day | 2.19% |
| Change in period | 18.49% |
| Release date | Jul 24, 2025 |
| Price on release | $8.63 |
| EPS estimate | $0.0969 |
| EPS actual | -$0.0294 |
| EPS surprise | -130.38% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $7.56 |
| Jul 21, 2025 | $7.55 |
| Jul 22, 2025 | $7.66 |
| Jul 23, 2025 | $7.77 |
| Jul 24, 2025 | $8.63 |
| Jul 25, 2025 | $8.52 |
| Jul 28, 2025 | $8.33 |
| Jul 29, 2025 | $8.14 |
| Jul 30, 2025 | $7.93 |
| 4 days before | 14.15% |
| 4 days after | -8.11% |
| On release day | -1.33% |
| Change in period | 4.89% |
| Release date | Oct 29, 2025 |
| Price on release | $10.94 |
| EPS estimate | $0.127 |
| EPS actual | $0.134 |
| EPS surprise | 5.52% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $10.14 |
| Oct 24, 2025 | $10.55 |
| Oct 27, 2025 | $10.68 |
| Oct 28, 2025 | $10.71 |
| Oct 29, 2025 | $10.94 |
| Oct 30, 2025 | $10.67 |
| Oct 31, 2025 | $10.34 |
| Nov 03, 2025 | $10.25 |
| Nov 04, 2025 | $9.75 |
| 4 days before | 7.89% |
| 4 days after | -10.88% |
| On release day | -2.47% |
| Change in period | -3.85% |
Neste Oyj Earnings Call Transcript Summary of Q3 2025
Neste reported a solid Q3: comparable EBITDA was EUR 531 million (Renewable Products EUR 266m, Oil Products EUR 232m, Marketing & Services EUR 34m). Renewable Products sales exceeded 1.0 million tonnes in Q3 (SAF ~244k t; YTD SAF ~741k t) and comparable sales margin for Renewable Products rose to ~USD 500/ton. The company is on track with its performance improvement program — EUR 229 million annualized run-rate savings achieved by end-Q3 on the way to a EUR 350 million target — driven mainly by logistics and procurement optimization (c. 80/20 cost vs. margin/volume mix). Safety and process-safety indicators are improving and a five-year process-safety roadmap has been launched. The Rotterdam capacity expansion is progressing with high activity on site. CapEx guidance for 2025 has been tightened to around EUR 1.0 billion. Q3 cashflow was impacted by inventory build ahead of planned maintenance (Rotterdam ongoing + Singapore upcoming), but management expects positive cash flow for the full year and leverage remains below the 40% ceiling. Key market/regulatory items: possible meaningful upside from Germany’s RED III implementation (est. incremental demand cited between ~1–2 Mt), growing SAF mandates in parts of Asia, U.S. policy changes are overall net-positive for Neste but implementation uncertainty remains. Main near-term risks: maintenance/ramp-up execution, regulatory transposition timing (especially Germany), feedstock and trade-policy volatility, and broader geopolitics.
