Geberit shares slide as Q2 results miss, 2025 profit guidance trimmed

Published 20/08/2025, 07:02
Updated 20/08/2025, 08:46
© Reuters

Investing.com -- Shares of Geberit AG (SIX:GEBN) fell 3% on Wednesday after the Swiss sanitary products maker reported second-quarter sales and earnings that missed analyst expectations, while offering 2025 guidance that signaled only a slight cut to profit forecasts.

The company posted second-quarter sales of CHF787 million, about 2% below consensus estimates. 

The shortfall was driven mainly by weaker organic growth, which accounted for roughly two-thirds of the miss, while foreign exchange headwinds contributed the rest. 

Organic sales rose 2.5% in the period, compared with 5.3% in the first quarter, when demand was supported by pre-buying ahead of an April price increase. The latest figure was about 110 basis points below consensus forecasts.

Earnings also came in lower than expected. EBITDA for the quarter was CHF237 million, about 2% under consensus and down 2.3% from a year earlier. 

Jefferies estimated adjusted EBITDA missed forecasts by about 4%, though margins held at 30.1%, broadly unchanged from the prior year.

Geberit issued its first quantitative guidance for 2025, projecting 4% organic growth, in line with expectations, and an EBITDA margin “around 29%.” 

That compared with consensus of 29.3%. Analysts said the outlook implies about a 1% reduction to consensus EBITDA estimates. 

The company noted that geopolitical and macroeconomic uncertainties had increased, with Europe’s residential new build markets expected to see a continued slight decline in the second half of 2025. 

It said renovation activity, which represents about 60% of sales, carried a positive outlook.

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