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SGS SA Earnings Calls
| Release date | Feb 11, 2026 |
| EPS estimate | $0.250 |
| EPS actual | $0.273 |
| EPS Surprise | 8.95% |
| Revenue estimate | 4.419B |
| Revenue actual | 4.553B |
| Revenue Surprise | 3.03% |
| Release date | Jun 30, 2025 |
| EPS estimate | $0.218 |
| EPS actual | $0.207 |
| EPS Surprise | -4.87% |
| Revenue estimate | 4.233B |
| Revenue actual | 4.307B |
| Revenue Surprise | 1.75% |
| Release date | Dec 31, 2024 |
| EPS estimate | $0.211 |
| EPS actual | $0.183 |
| EPS Surprise | -13.23% |
| Revenue estimate | 3.86B |
| Revenue actual | 3.809B |
| Revenue Surprise | -1.33% |
| Release date | Jun 28, 2024 |
| EPS estimate | $0.180 |
| EPS actual | $0.159 |
| EPS Surprise | -11.30% |
| Revenue estimate | 3.681B |
| Revenue actual | 3.722B |
| Revenue Surprise | 1.11% |
Last 4 Quarters for SGS SA
Below you can see how SGSOY 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 | $8.84 |
| EPS estimate | $0.180 |
| EPS actual | $0.159 |
| EPS surprise | -11.30% |
| Date | Price |
|---|---|
| Jun 24, 2024 | $8.96 |
| Jun 25, 2024 | $8.96 |
| Jun 26, 2024 | $8.94 |
| Jun 27, 2024 | $8.91 |
| Jun 28, 2024 | $8.84 |
| Jul 01, 2024 | $8.85 |
| Jul 02, 2024 | $8.75 |
| Jul 03, 2024 | $8.94 |
| Jul 05, 2024 | $8.98 |
| 4 days before | -1.34% |
| 4 days after | 1.58% |
| On release day | 0.113% |
| Change in period | 0.223% |
| Release date | Dec 31, 2024 |
| Price on release | $9.92 |
| EPS estimate | $0.211 |
| EPS actual | $0.183 |
| EPS surprise | -13.23% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $10.08 |
| Dec 26, 2024 | $10.24 |
| Dec 27, 2024 | $10.09 |
| Dec 30, 2024 | $9.99 |
| Dec 31, 2024 | $9.92 |
| Jan 02, 2025 | $9.90 |
| Jan 03, 2025 | $9.98 |
| Jan 06, 2025 | $10.10 |
| Jan 07, 2025 | $10.08 |
| 4 days before | -1.59% |
| 4 days after | 1.61% |
| On release day | -0.202% |
| Change in period | 0% |
| Release date | Jun 30, 2025 |
| Price on release | $10.09 |
| EPS estimate | $0.218 |
| EPS actual | $0.207 |
| EPS surprise | -4.87% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $10.20 |
| Jun 25, 2025 | $9.94 |
| Jun 26, 2025 | $10.00 |
| Jun 27, 2025 | $10.12 |
| Jun 30, 2025 | $10.09 |
| Jul 01, 2025 | $10.13 |
| Jul 02, 2025 | $10.33 |
| Jul 03, 2025 | $10.46 |
| Jul 07, 2025 | $10.33 |
| 4 days before | -1.05% |
| 4 days after | 2.35% |
| On release day | 0.372% |
| Change in period | 1.28% |
| Release date | Feb 11, 2026 |
| Price on release | $12.08 |
| EPS estimate | $0.250 |
| EPS actual | $0.273 |
| EPS surprise | 8.95% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $12.25 |
| Feb 06, 2026 | $12.28 |
| Feb 09, 2026 | $12.51 |
| Feb 10, 2026 | $12.56 |
| Feb 11, 2026 | $12.08 |
| Feb 12, 2026 | $12.04 |
| Feb 13, 2026 | $12.25 |
| Feb 17, 2026 | $12.24 |
| Feb 18, 2026 | $12.15 |
| 4 days before | -1.39% |
| 4 days after | 0.579% |
| On release day | -0.331% |
| Change in period | -0.82% |
SGS SA Earnings Call Transcript Summary of Q4 2025
Key investor takeaways:
- Record 2025 financials: Sales CHF 6.95bn (highest in CHF), adjusted operating income CHF 1.1bn (16% margin), earnings per share CHF 3.48 (12.3% including HQ disposal), and record free cash flow CHF 774m (57% cash conversion). Including HQ disposal proceeds, total free cash flow was CHF 841m. ROIC remained strong at ~24%.
- Solid underlying performance: Organic growth 5.6% in 2025, M&A contributed 1.7% (7.3% growth in constant currency). All regions contributed, with particularly strong organic growth in Asia Pacific and Latin America; North America organic growth 3.9%.
- M&A and strategic footprint: ATS acquisition (closed Jan 2026) significantly strengthens North America and complements Strategic Plan 27. Bolt-on activity added ~CHF 190m of annual sales (several small acquisitions across sustainability, digital trust, environmental testing, food safety, cybersecurity, etc.).
- Cost and efficiency gains: Lean operating model and procurement actions delivered CHF 115m P&L benefit to date with CHF 150m run rate reached end-2025; an additional CHF 35m is expected to flow through in 2026. These actions supported margin expansion versus plan.
- 2026 guidance and policy: Management targets organic growth of 5–7% for 2026, expects acquisitions (including ATS and bolt-ons) to add >5% sales, and will maintain at least a 16% adjusted operating income margin in reported terms (retaining flexibility to invest excess savings into innovation/digital solutions). Dividend CHF 3.20 per share proposed as a scrip dividend (share or cash).
- Balance sheet & FX: Net debt/EBITDA was 1.7x at year-end 2025; closing ATS will push leverage temporarily to ~2.1–2.2x before gradual reduction. Swiss franc appreciation was a meaningful headwind (~-5.1% on sales; ~-20bp on AOI margin). Management flags ongoing FX risk into 2026 (Q1 exposure noted).
- Segment notes & risks: Strong performances in Health & Nutrition, Connectivity & Products, and Industries & Environment. Natural Resources showed mixed results (minerals strong, agriculture impacted by poor crops, oil & gas moderate). Business Assurance saw strong sustainability and digital trust growth but consulting and some ISO certification activity remained soft. Key risks: FX volatility, regional/political uncertainty (E/ME/AF), cyclical exposure in Natural Resources, and potential continued softness in consulting projects.
