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Umicore SA Earnings Calls
| Release date | Feb 20, 2026 |
| EPS estimate | $1.02 |
| EPS actual | $0.752 |
| EPS Surprise | -26.27% |
| Revenue estimate | 2.051B |
| Revenue actual | 2.081B |
| Revenue Surprise | 1.49% |
| Release date | Aug 01, 2025 |
| EPS estimate | $0.777 |
| EPS actual | $0.669 |
| EPS Surprise | -13.90% |
| Revenue estimate | 2.171B |
| Revenue actual | 10.236B |
| Revenue Surprise | 371.50% |
| Release date | Apr 25, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 14, 2025 |
| EPS estimate | -$0.0725 |
| EPS actual | -$0.0340 |
| EPS Surprise | 53.08% |
| Revenue estimate | 1.871B |
| Revenue actual | 7.67B |
| Revenue Surprise | 309.98% |
Last 4 Quarters for Umicore SA
Below you can see how UMICF 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 14, 2025 |
| Price on release | $10.71 |
| EPS estimate | -$0.0725 |
| EPS actual | -$0.0340 |
| EPS surprise | 53.08% |
| Date | Price |
|---|---|
| Feb 10, 2025 | $10.10 |
| Feb 11, 2025 | $10.00 |
| Feb 12, 2025 | $10.71 |
| Feb 13, 2025 | $10.71 |
| Feb 14, 2025 | $10.71 |
| Feb 18, 2025 | $9.45 |
| Feb 19, 2025 | $9.40 |
| Feb 20, 2025 | $9.40 |
| Feb 21, 2025 | $9.64 |
| 4 days before | 6.04% |
| 4 days after | -9.99% |
| On release day | -11.76% |
| Change in period | -4.55% |
| Release date | Apr 25, 2025 |
| Price on release | $9.10 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Apr 21, 2025 | $8.92 |
| Apr 22, 2025 | $9.00 |
| Apr 23, 2025 | $9.00 |
| Apr 24, 2025 | $9.10 |
| Apr 25, 2025 | $9.10 |
| Apr 28, 2025 | $9.10 |
| Apr 29, 2025 | $9.10 |
| Apr 30, 2025 | $9.10 |
| May 01, 2025 | $9.00 |
| 4 days before | 2.02% |
| 4 days after | -1.10% |
| On release day | 0% |
| Change in period | 0.90% |
| Release date | Aug 01, 2025 |
| Price on release | $14.91 |
| EPS estimate | $0.777 |
| EPS actual | $0.669 |
| EPS surprise | -13.90% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $16.95 |
| Jul 29, 2025 | $17.02 |
| Jul 30, 2025 | $16.14 |
| Jul 31, 2025 | $15.56 |
| Aug 01, 2025 | $14.91 |
| Aug 04, 2025 | $15.34 |
| Aug 05, 2025 | $15.34 |
| Aug 06, 2025 | $15.34 |
| Aug 07, 2025 | $15.75 |
| 4 days before | -12.04% |
| 4 days after | 5.63% |
| On release day | 2.88% |
| Change in period | -7.08% |
| Release date | Feb 20, 2026 |
| Price on release | $22.60 |
| EPS estimate | $1.02 |
| EPS actual | $0.752 |
| EPS surprise | -26.27% |
| Date | Price |
|---|---|
| Feb 13, 2026 | $22.97 |
| Feb 17, 2026 | $22.97 |
| Feb 18, 2026 | $22.60 |
| Feb 19, 2026 | $22.60 |
| Feb 20, 2026 | $22.60 |
| Feb 23, 2026 | $22.60 |
| Feb 24, 2026 | $22.60 |
| Feb 25, 2026 | $22.60 |
| Feb 26, 2026 | $22.50 |
| 4 days before | -1.61% |
| 4 days after | -0.442% |
| On release day | 0% |
| Change in period | -2.05% |
Umicore SA Earnings Call Transcript Summary of Q4 2025
Umicore delivered a strong 2025 performance with adjusted EBITDA up 11% to EUR 847m and an improved adjusted EBITDA margin of 24%. Management emphasized a strategic shift launched at the March 2025 CMD toward value recovery and disciplined capital allocation (not blind growth), with four pillars: capital, performance, people & culture, and partnerships. Key actions included the sale-and-lease-in of permanent gold inventories to unlock value and reduce leverage, strict CapEx discipline (EUR 310m actual vs ~EUR 400m guided), and EUR 100m of efficiency savings which more than offset inflation. Business highlights: Battery Materials Solutions improved toward breakeven but remains exposed to volatile EV markets and benefits from take-or-pay contract compensation; Catalysis remained strong (notably auto catalysts and fuel cell catalysts); Recycling benefited from higher metal prices but results are partly shaped by hedging; Specialty Materials delivered double-digit EBITDA growth (notably germanium/electro-optic products). Net debt fell slightly to EUR 1.4bn with leverage of 1.6x adjusted EBITDA; free cash flow was EUR 524m (including EUR 525m proceeds from the gold sale/lease). Management expects further EBITDA progress in 2026 but will not give full-year guidance given market volatility; CapEx is expected to rise versus 2025 into a EUR 300–400m range, excluding further IONWAY contributions. Priorities remain capital discipline, value recovery in Battery Materials, selective growth investments (recycling, specialty materials), continued hedging to manage metal-price volatility, and maintaining a strong balance sheet.
