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Oatly Group AB Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | -$0.90 |
| EPS actual | -$0.380 |
| EPS Surprise | 57.78% |
| Revenue estimate | 214.608M |
| Revenue actual | 228.325M |
| Revenue Surprise | 6.39% |
| Release date | Feb 11, 2026 |
| EPS estimate | -$0.540 |
| EPS actual | -$0.610 |
| EPS Surprise | -12.96% |
| Revenue estimate | 216.057M |
| Revenue actual | 233.779M |
| Revenue Surprise | 8.20% |
| Release date | Oct 29, 2025 |
| EPS estimate | -$0.462 |
| EPS actual | -$2.15 |
| EPS Surprise | -365.37% |
| Revenue estimate | 211.011M |
| Revenue actual | 222.796M |
| Revenue Surprise | 5.58% |
| Release date | Jul 23, 2025 |
| EPS estimate | -$0.680 |
| EPS actual | -$1.86 |
| EPS Surprise | -173.53% |
| Revenue estimate | 211.45M |
| Revenue actual | 208.354M |
| Revenue Surprise | -1.46% |
Last 4 Quarters for Oatly Group AB
Below you can see how OTLY 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 | Jul 23, 2025 |
| Price on release | $15.36 |
| EPS estimate | -$0.680 |
| EPS actual | -$1.86 |
| EPS surprise | -173.53% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $14.64 |
| Jul 18, 2025 | $14.97 |
| Jul 21, 2025 | $15.07 |
| Jul 22, 2025 | $15.23 |
| Jul 23, 2025 | $15.36 |
| Jul 24, 2025 | $15.07 |
| Jul 25, 2025 | $15.12 |
| Jul 28, 2025 | $14.84 |
| Jul 29, 2025 | $14.52 |
| 4 days before | 4.92% |
| 4 days after | -5.47% |
| On release day | -1.89% |
| Change in period | -0.82% |
| Release date | Oct 29, 2025 |
| Price on release | $15.08 |
| EPS estimate | -$0.462 |
| EPS actual | -$2.15 |
| EPS surprise | -365.37% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $14.99 |
| Oct 24, 2025 | $15.64 |
| Oct 27, 2025 | $15.88 |
| Oct 28, 2025 | $15.62 |
| Oct 29, 2025 | $15.08 |
| Oct 30, 2025 | $15.67 |
| Oct 31, 2025 | $15.79 |
| Nov 03, 2025 | $14.84 |
| Nov 04, 2025 | $14.57 |
| 4 days before | 0.600% |
| 4 days after | -3.38% |
| On release day | 3.91% |
| Change in period | -2.80% |
| Release date | Feb 11, 2026 |
| Price on release | $12.39 |
| EPS estimate | -$0.540 |
| EPS actual | -$0.610 |
| EPS surprise | -12.96% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $10.16 |
| Feb 06, 2026 | $10.69 |
| Feb 09, 2026 | $11.20 |
| Feb 10, 2026 | $11.19 |
| Feb 11, 2026 | $12.39 |
| Feb 12, 2026 | $11.20 |
| Feb 13, 2026 | $12.27 |
| Feb 17, 2026 | $11.71 |
| Feb 18, 2026 | $12.06 |
| 4 days before | 21.95% |
| 4 days after | -2.66% |
| On release day | -9.60% |
| Change in period | 18.70% |
| Release date | Apr 29, 2026 |
| Price on release | $12.02 |
| EPS estimate | -$0.90 |
| EPS actual | -$0.380 |
| EPS surprise | 57.78% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $12.70 |
| Apr 24, 2026 | $12.60 |
| Apr 27, 2026 | $12.10 |
| Apr 28, 2026 | $11.59 |
| Apr 29, 2026 | $12.02 |
| Apr 30, 2026 | $10.87 |
| May 01, 2026 | $11.04 |
| May 04, 2026 | $10.97 |
| May 05, 2026 | $11.02 |
| 4 days before | -5.35% |
| 4 days after | -8.32% |
| On release day | -9.57% |
| Change in period | -13.23% |
Oatly Group AB Earnings Call Transcript Summary of Q1 2026
Oatly reported a solid Q1 2026 with revenue up 15.6% (8.1% constant currency), gross margin improving to 33.4% (+188 bps), and adjusted EBITDA turning positive to $5 million (2.2% of sales), while free cash flow was negative $11.7 million but improved versus prior year. Management reiterated 2026 guidance: constant currency revenue growth of 3%–5% and adjusted EBITDA toward the low end of the $25–$35 million range, noting that recent cost pressure from the Middle East conflict (fuel, shipping/logistics and packaging) is already visible from March and creates near‑term uncertainty. The company is doubling down on its refreshed growth playbook—prioritizing beverages (taste & health), new flavored SKUs, out‑of‑home execution, digital-first brand work and expanded distribution—which is driving strong momentum in Europe & International and improving traction in North America (Q1 marked the first positive volume growth there since Q4 2024). Greater China revenue remains challenged and is undergoing a strategic review (including potential carve‑out). Management expects Q2 to be softer than Q1 due to conflict‑related cost impacts and seasonally higher brand investment, with performance improving in H2 as mitigation and playbook rollouts take effect. CapEx guidance remains $20–$30 million for the year. Overall, the company emphasizes disciplined, profitable growth while actively managing supply‑chain and FX dynamics.
