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Sartorius Stedim Biotech Earnings Calls
| Release date | Feb 03, 2026 |
| EPS estimate | $1.48 |
| EPS actual | $0.566 |
| EPS Surprise | -61.76% |
| Revenue estimate | 896.025M |
| Revenue actual | 906.679M |
| Revenue Surprise | 1.19% |
| Release date | Oct 16, 2025 |
| EPS estimate | $1.15 |
| EPS actual | $0.91 |
| EPS Surprise | -21.13% |
| Revenue estimate | 900.063M |
| Revenue actual | 969.908M |
| Revenue Surprise | 7.76% |
| Release date | Jul 22, 2025 |
| EPS estimate | $1.22 |
| EPS actual | $0.81 |
| EPS Surprise | -33.44% |
| Revenue estimate | 848.979M |
| Revenue actual | 877.193M |
| Revenue Surprise | 3.32% |
| Release date | Apr 16, 2025 |
| EPS estimate | $1.02 |
| EPS actual | $0.97 |
| EPS Surprise | -5.39% |
| Revenue estimate | 827.332M |
| Revenue actual | 816.268M |
| Revenue Surprise | -1.34% |
Last 4 Quarters for Sartorius Stedim Biotech
Below you can see how SDMHF 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 | Apr 16, 2025 |
| Price on release | $214.00 |
| EPS estimate | $1.02 |
| EPS actual | $0.97 |
| EPS surprise | -5.39% |
| Date | Price |
|---|---|
| Apr 10, 2025 | $176.00 |
| Apr 11, 2025 | $176.00 |
| Apr 14, 2025 | $195.68 |
| Apr 15, 2025 | $195.68 |
| Apr 16, 2025 | $214.00 |
| Apr 17, 2025 | $218.00 |
| Apr 21, 2025 | $218.00 |
| Apr 22, 2025 | $218.00 |
| Apr 23, 2025 | $218.00 |
| 4 days before | 21.59% |
| 4 days after | 1.87% |
| On release day | 0.81% |
| Change in period | 23.86% |
| Release date | Jul 22, 2025 |
| Price on release | $210.68 |
| EPS estimate | $1.22 |
| EPS actual | $0.81 |
| EPS surprise | -33.44% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $244.35 |
| Jul 17, 2025 | $244.35 |
| Jul 18, 2025 | $240.00 |
| Jul 21, 2025 | $244.35 |
| Jul 22, 2025 | $210.68 |
| Jul 23, 2025 | $205.00 |
| Jul 24, 2025 | $208.30 |
| Jul 25, 2025 | $208.30 |
| Jul 28, 2025 | $206.00 |
| 4 days before | -13.78% |
| 4 days after | -2.22% |
| On release day | -2.70% |
| Change in period | -15.69% |
| Release date | Oct 16, 2025 |
| Price on release | $219.50 |
| EPS estimate | $1.15 |
| EPS actual | $0.91 |
| EPS surprise | -21.13% |
| Date | Price |
|---|---|
| Oct 10, 2025 | $216.04 |
| Oct 13, 2025 | $219.50 |
| Oct 14, 2025 | $219.50 |
| Oct 15, 2025 | $219.50 |
| Oct 16, 2025 | $219.50 |
| Oct 17, 2025 | $216.04 |
| Oct 20, 2025 | $237.84 |
| Oct 21, 2025 | $246.45 |
| Oct 22, 2025 | $246.45 |
| 4 days before | 1.60% |
| 4 days after | 12.28% |
| On release day | 0% |
| Change in period | 14.08% |
| Release date | Feb 03, 2026 |
| Price on release | $230.38 |
| EPS estimate | $1.48 |
| EPS actual | $0.566 |
| EPS surprise | -61.76% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $235.80 |
| Jan 29, 2026 | $230.00 |
| Jan 30, 2026 | $226.86 |
| Feb 02, 2026 | $226.86 |
| Feb 03, 2026 | $230.38 |
| Feb 04, 2026 | $230.38 |
| Feb 05, 2026 | $215.72 |
| Feb 06, 2026 | $215.72 |
| Feb 09, 2026 | $215.72 |
| 4 days before | -2.30% |
| 4 days after | -6.36% |
| On release day | 0% |
| Change in period | -8.52% |
Sartorius Stedim Biotech Earnings Call Transcript Summary of Q4 2025
Sartorius reported solid full-year 2025 results driven by recurring consumables revenue and improved operational leverage. Group sales reached just over EUR 3.5bn (7.6% growth in constant currencies; 4.7% reported) and underlying EBITDA rose to EUR 1.052bn (margin 29.7%). Bioprocess Solutions (BPS) led growth (recurring consumables mid-teens; equipment soft but stabilizing) while Lab Products & Services (LPS) was resilient with improving H2 momentum; MATTEK acquisition slightly boosted LPS. Management highlighted product innovation (PFAS-free Sartopore Evo, Sartocon cassettes, Pionic continuous platform, new bioanalytics/live-cell imaging, MATTEK acquisition, Nanotein partnership) and continued investment in global capacity (Aubagne expansion, German expansion, Songdo greenfield). Key financial points: operating cash flow EUR 837m, free cash flow EUR 390m, CapEx EUR 441m (12.5% of sales), leverage improved (net debt/EBITDA from 3.96x to 3.55x for Sartorius AG; Stedim at ~2.38x). Headwinds: weaker USD (~300 bps drag vs. constant currency), and U.S. tariffs (about +1pp to sales but ~50 bps margin dilution). Guidance for 2026 is deliberately wide: group sales growth ~5–9% (cc) and underlying EBITDA margin slightly above 30%; BPS ~6–10% (cc) and margin slightly above 32%; LPS ~2–6% (cc) and margin slightly below 21%. Management expects equipment demand to remain stabilized (at least flat) in 2026, with any sizable benefit from U.S. onshoring likely materializing in 2027+. Main risks: FX volatility, tariff impacts, macro/geopolitical uncertainty, and timing of equipment demand recovery. Overall, the company emphasizes profitable, innovation-led growth while continuing deleveraging and selective capacity investment.
