Kion stock falls after mixed results, SCS order beat offset by sales miss

Published 30/07/2025, 09:54
 Kion stock falls after mixed results, SCS order beat offset by sales miss

Investing.com -- German forklift and warehouse equipment maker Kion Group stock fell 3% on Thursday after the company reported mixed first quarter results, with a significant order beat overshadowed by revenue and profit misses.

The company reported strong order intake, exceeding analyst expectations by 14%, primarily driven by its Supply Chain Solutions (SCS) segment, which beat forecasts by 40%. The SCS division, which focuses on warehouse automation and e-commerce solutions, saw 87% of its orders come from e-commerce clients.

Despite the robust order performance, Kion missed revenue expectations by 2% and adjusted EBIT (earnings before interest and taxes) by 6%. The Industrial Trucks & Services division experienced a 2% sales miss and 2% adjusted EBIT miss, while the SCS segment posted a 1% revenue miss and 2% EBIT miss.

Kion maintained its full-year guidance, projecting Industrial Trucks & Services sales of €8.1-8.6 billion with EBIT of €680-780 million, implying margins of 8.4-9.1%. For the SCS segment, the company expects sales of €2.8-3.1 billion and EBIT of €140-200 million, suggesting margins of 5.0-6.5%. The company also lowered its expected tax rate to 25-30% from the previous 35-39%.

UBS analysts commented: "We think the shares might initially react positively to the major SCS order beat and won’t mind the sales and EBIT miss as much. There could be also relief that by contrast to its main European truck peer it has not cut guidance. This being said, the shares had been very strong into the print and strength could be faded if it becomes clearer that the SCS order beat is a major one-off (for now)."

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