Latest news with #organicrevenue
Reuters
06-08-2025
- Business
- Reuters
Coca-Cola HBC targets upper-end annual revenue growth on steady demand, price hikes
Aug 6 (Reuters) - Bottler Coca-Cola HBC ( opens new tab forecast its annual organic revenue growth to reach the upper-end of its earlier estimated range, encouraged by steady demand in its key emerging markets and pricing actions taken over the recent quarters. The company, which bottles brands including Fanta, Sprite and Monster, has been raising prices in the last few quarters like several other consumer-facing companies to shield its margins from elevated costs amid an inflation-induced slowdown in consumer spending. Coca-Cola HBC said on Wednesday that it now expects 2025 organic revenue growth at the top of its 6%-8% guidance range, though it cautioned against the risks of macroeconomic and geopolitical uncertainties. For the six months ended June 27, the company posted a 9.9% rise in organic revenue, in line with market expectations, according to a company-compiled poll. "We are mindful of what is a challenging and unpredictable macroeconomic and geopolitical environment but given our strong start to the year, we now expect to deliver growth in organic revenue and EBIT at the top end of our guided ranges," CEO Zoran Bogdanovic said in a statement. Emerging markets - spanning Africa, Central and Eastern Europe - delivered a 17.4% increase in organic net sales, the Swiss company said. The results come as global firms continue to navigate shifting trade dynamics, with executives warning that evolving U.S. trade policies are weighing on consumer and business sentiment.
Wall Street Journal
31-07-2025
- Business
- Wall Street Journal
Haleon Shares Fall on Cut to Organic Revenue Guidance
Haleon HLN -2.03%decrease; red down pointing triangle shares fell on Thursday after the company cut its organic-revenue growth targets for 2025, with weaker sales in North America dragging top-line results in the first half of the year. Shares in London were down 3.2% at 353.3 pence.
Yahoo
27-06-2025
- Business
- Yahoo
H.B. Fuller Co (FUL) Q2 2025 Earnings Call Highlights: Strong Margin Expansion Amid Revenue ...
Revenue: Down 2.1% year-on-year; organic revenue up 0.4%. EBITDA: Increased 5% year-on-year to $166 million. EBITDA Margin: Expanded by 130 basis points to 18.4%. Adjusted Gross Profit Margin: Up 110 basis points to 32.2%. Adjusted Earnings Per Share (EPS): Increased 5% to $1.18. Operating Cash Flow: Increased 36% year-on-year to $111 million. Net Debt to Adjusted EBITDA: Decreased from 3.5x to 3.4x. Share Repurchase: 300,000 shares repurchased in the quarter. Segment Performance - HHC: Organic revenue up 1.8%; EBITDA margin at 15.6%. Segment Performance - Engineering Adhesives: Organic revenue down 0.4%; EBITDA margin increased to 22.9%. Segment Performance - Building Adhesive Solutions: Organic sales down 0.9%; EBITDA margin expanded to 16.7%. Geographic Performance - Americas: Organic revenue up 2% year-on-year. Geographic Performance - EIMEA: Organic revenue down 2% year-on-year. Geographic Performance - Asia Pacific: Organic revenue slightly up year-on-year. Warning! GuruFocus has detected 5 Warning Signs with FUL. Release Date: June 26, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. H.B. Fuller Co (NYSE:FUL) reported a 5% year-on-year increase in EBITDA to $166 million, with an expansion in EBITDA margin by 130 basis points to 18.4%. The company achieved positive organic revenue growth, driven by a 0.7% increase in organic pricing. The Engineering Adhesives segment saw a 24% increase in EBITDA and a 310 basis point rise in EBITDA margin to 22.9%, driven by favorable pricing and cost savings. H.B. Fuller Co (NYSE:FUL) successfully executed cost savings and targeted price actions, contributing to strong profitability. The company raised its full-year outlook, reflecting strong execution and performance better than underlying markets. Overall revenue was down 2.1% compared to the same period last year, with organic revenue only up 0.4%. The Building Adhesive Solutions segment experienced a 0.9% year-on-year decrease in organic sales due to weakness in glass and wood markets. The Engineering Adhesives segment faced continued weakness in the solar market, impacting overall performance. Currency fluctuations had a negative impact of 1.2% on revenue, and the net impact of acquisitions and divestitures decreased revenue by 1.3%. The company anticipates a challenging operating environment with constrained demand and unpredictable currency movements. Q: Can you provide more color on the strong margin performance in Engineering Adhesives (EA) despite mixed end markets and solar weakness? A: Celeste Mastin, President and CEO, explained that the strong performance was due to the India Industries acquisition exceeding expectations and strong cost control. Additionally, there was significant growth in transportation-related markets, particularly in Asia Pacific, where the team expanded their business into various applications, contributing to margin expansion. Q: How did fiscal Q2 value velocity compare to previous quarters, and what is the timeline for Chinese solar to improve year-over-year? A: Celeste Mastin noted that the impact from solar is expected to lessen towards the end of the year. The team has already mitigated the EBITDA margin impact by shifting the business into more differentiated applications. John Corkrean, CFO, added that volume trends were stable, with some positive momentum in automotive and flexible packaging, but residential construction showed some slowing. Q: Can you elaborate on the weakness in electronics and the confidence in its recovery? A: Celeste Mastin highlighted that the electronics sector in the US performed well, with growth in aerospace, defense, and automotive electronics. The slowdown in Asia Pacific was attributed to weaker export markets, but new business wins in the region are expected to drive recovery in the second half of the year. Q: How should we think about the progression of price cost and margin profile for HHC, given strong pricing and high-margin acquisitions? A: Celeste Mastin stated that the benefits from raw material cost reductions and pricing will be more evident in the second half of the year. The HHC business is performing well, with growth in medical adhesives and flexible packaging, and the team is addressing slower-growing legacy markets with new product solutions. Q: What is the expected quarterly cadence of EPS for the rest of the year? A: John Corkrean indicated that this year will follow a more typical pattern, with a modest step-up in EBITDA and EPS in Q3 and a further increase in Q4. This is due to higher volumes and continued pricing and raw material momentum. Q: Can you comment on the capital expenditure trajectory and any expected changes in the future? A: John Corkrean mentioned that they are slightly behind on capital spending but expect to meet the $150 million target for the year. The SAP deployment will conclude next year, reducing related capital expenses, and the consolidation of manufacturing facilities will lower maintenance capital in the future. Q: What is the impact of tariffs on H.B. Fuller, and how are you managing it? A: Celeste Mastin explained that the company produces and sources most of its products within the regions they sell, minimizing direct tariff impacts. The team is actively managing sourcing and pricing to offset any direct impacts, while the global footprint helps mitigate indirect impacts from share shifts between customers. Q: Can you provide more details on your defense-related business and its growth potential? A: Celeste Mastin noted that while the aerospace and defense segment is growing quickly, it remains a smaller part of the overall business. It is expected to continue growing, but its impact on the company's overall performance will be more significant in the long term. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Reuters
14-05-2025
- Business
- Reuters
UK's Experian forecasts fiscal year 2026 revenue growth from expanded product offerings
May 14 (Reuters) - Credit data firm Experian (EXPN.L), opens new tab on Wednesday said it expects its organic revenue for fiscal year 2026 to grow 6%-8%, buoyed by its expanded product offerings.
