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Straumann Holding AG Earnings Calls
| Release date | Feb 18, 2026 |
| EPS estimate | $0.176 |
| EPS actual | $0.171 |
| EPS Surprise | -2.83% |
| Revenue estimate | 1.563B |
| Revenue actual | 1.63B |
| Revenue Surprise | 4.24% |
| Release date | Jun 30, 2025 |
| EPS estimate | $0.223 |
| EPS actual | $0.186 |
| EPS Surprise | -16.49% |
| Revenue estimate | 1.69B |
| Revenue actual | 1.697B |
| Revenue Surprise | 0.393% |
| Release date | Dec 31, 2024 |
| EPS estimate | $0.153 |
| EPS actual | $0.109 |
| EPS Surprise | -28.57% |
| Revenue estimate | 1.364B |
| Revenue actual | 1.355B |
| Revenue Surprise | -0.649% |
| Release date | Jun 28, 2024 |
| EPS estimate | $0.171 |
| EPS actual | $0.161 |
| EPS Surprise | -5.51% |
| Revenue estimate | 1.45B |
| Revenue actual | 1.421B |
| Revenue Surprise | -1.99% |
Last 4 Quarters for Straumann Holding AG
Below you can see how SAUHY 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 | Jun 28, 2024 |
| Price on release | $12.42 |
| EPS estimate | $0.171 |
| EPS actual | $0.161 |
| EPS surprise | -5.51% |
| Date | Price |
|---|---|
| Jun 24, 2024 | $12.00 |
| Jun 25, 2024 | $12.14 |
| Jun 26, 2024 | $12.48 |
| Jun 27, 2024 | $12.60 |
| Jun 28, 2024 | $12.42 |
| Jul 01, 2024 | $12.47 |
| Jul 02, 2024 | $12.58 |
| Jul 03, 2024 | $13.00 |
| Jul 05, 2024 | $13.34 |
| 4 days before | 3.50% |
| 4 days after | 7.41% |
| On release day | 0.403% |
| Change in period | 11.17% |
| Release date | Dec 31, 2024 |
| Price on release | $12.39 |
| EPS estimate | $0.153 |
| EPS actual | $0.109 |
| EPS surprise | -28.57% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $12.87 |
| Dec 26, 2024 | $12.88 |
| Dec 27, 2024 | $12.61 |
| Dec 30, 2024 | $12.63 |
| Dec 31, 2024 | $12.39 |
| Jan 02, 2025 | $12.46 |
| Jan 03, 2025 | $12.19 |
| Jan 06, 2025 | $12.57 |
| Jan 07, 2025 | $12.71 |
| 4 days before | -3.73% |
| 4 days after | 2.58% |
| On release day | 0.565% |
| Change in period | -1.24% |
| Release date | Jun 30, 2025 |
| Price on release | $12.96 |
| EPS estimate | $0.223 |
| EPS actual | $0.186 |
| EPS surprise | -16.49% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $12.94 |
| Jun 25, 2025 | $12.82 |
| Jun 26, 2025 | $12.93 |
| Jun 27, 2025 | $13.05 |
| Jun 30, 2025 | $12.96 |
| Jul 01, 2025 | $13.21 |
| Jul 02, 2025 | $13.52 |
| Jul 03, 2025 | $13.35 |
| Jul 07, 2025 | $13.02 |
| 4 days before | 0.155% |
| 4 days after | 0.463% |
| On release day | 1.93% |
| Change in period | 0.618% |
| Release date | Feb 18, 2026 |
| Price on release | $12.52 |
| EPS estimate | $0.176 |
| EPS actual | $0.171 |
| EPS surprise | -2.83% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $12.76 |
| Feb 12, 2026 | $12.91 |
| Feb 13, 2026 | $12.66 |
| Feb 17, 2026 | $12.40 |
| Feb 18, 2026 | $12.52 |
| Feb 19, 2026 | $12.21 |
| Feb 20, 2026 | $12.08 |
| Feb 23, 2026 | $11.86 |
| Feb 24, 2026 | $11.79 |
| 4 days before | -1.88% |
| 4 days after | -5.83% |
| On release day | -2.48% |
| Change in period | -7.60% |
Straumann Holding AG Earnings Call Transcript Summary of Q4 2025
Key points for investors:
- Strong full-year 2025 results: Group revenue CHF 2.6 billion (organic growth 8.9%); reported growth 4.1% (translation headwind ~CHF 100m). Core gross margin 70.1%; core EBIT margin 26.5% at constant 2024 rates (25.2% including FX). Core net result CHF 478m; free cash flow CHF 290m (11.1% of revenue).
- Product & digital momentum: Record new-product launches. iEXCEL implant: >1 million sold since launch (company’s fastest-adopted implant). SIRIOS X3 scanner launched Oct 2025 with strong early demand. Straumann AXS platform reached >15,000 active users in ~18 months.
- Orthodontics transformation: ClearCorrect manufacturing transition to Smartee (EMEA & APAC) progressing; expected margin and COGS benefits to materialize through H2 2026 and beyond. New product features (scalloped trimline, mandibular repositioning) planned to broaden addressable cases.
- China & regulatory risk: Second-half 2025 softness driven by weaker patient flow and distributor destocking ahead of Value-Based Procurement (VBP). Management assumes VBP timing around Q2 2026; expects a stronger H2 2026 as VBP ramps and local Shanghai manufacturing scales.
- Capital allocation & sustainability: CapEx in 2025 CHF 223m (one of the highest years) focused on Shanghai ramp, Curitiba site, and innovation. Board proposes dividend CHF 1.00/share (+5%). Progress on sustainability (Scope 1/2 emissions down ~17% vs 2021; 98.5% renewable electricity).
- 2026 outlook and execution priorities: Management expects high single-digit organic revenue growth in 2026 and core EBIT margin expansion of 30–60 bps at constant 2025 FX. Growth playbook: (1) perform in core implants & regenerative via innovation/digital/education, (2) transform orthodontics for scale and profitability, (3) disrupt chairside prosthetics via scanners, printers, materials and the AXS ecosystem.
- Risks and near-term headwinds: FX volatility and U.S. tariffs (c. CHF 20m COGS hit in 2025, expected similar in 2026), timing/impact of China VBP and distributor destocking, transitional costs for ClearCorrect, and continued macro/regulatory uncertainty.
Overall take: Straumann delivered resilient growth, margin resilience and strong cash conversion in 2025 despite FX/tariff headwinds; major strategic transitions (orthodontics manufacturing, digital ecosystem and China localization) are underway and expected to drive stronger profitability and share gains in 2026+, but investors should monitor China VBP timing, FX/tariff exposure and the pace of ClearCorrect ramp to Smartee.
