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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Aalberts
Aalberts (AALB) investor relations material
Aalberts Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Revenue reached EUR 3.09 billion in 2025, with organic decline of 2.5% year-over-year due to market softness, destocking, and macroeconomic/geopolitical headwinds.
EBITDA/EBITA was EUR 410 million (13.2% margin), down from 15% in 2024, with net profit at EUR 284 million.
Free cash flow improved to EUR 361 million, supported by inventory reduction and operational efficiency, with a 64% conversion rate.
Portfolio optimization advanced with three acquisitions (Geo-Flo, Paulo, GVT) and divestments (Metalis, EPC, partial Kan stake, Broen).
First year of Thrive 2030 strategy focused on operational excellence, sustainability, and long-term growth drivers.
Financial highlights
Revenue: EUR 3.09 billion, organic decline of 2.5% year-over-year.
EBITDA/EBITA: EUR 410 million (13.2% margin), down from 15% in 2024.
Net profit: EUR 284 million; EPS: EUR 2.61.
Free cash flow: EUR 361 million, 64% conversion, up 8–10% from prior year.
CapEx: EUR 189 million, focused on high-return investments and nearly 50% reduction in building segment.
Net debt increased to EUR 981 million (up EUR 300 million), leverage ratio at 1.8.
Dividend proposed at EUR 1.15 per share; EUR 75 million share buyback program announced.
Outlook and guidance
2026 outlook targets improved organic growth and EBITDA/EBITA margin across all segments, with continued Thrive 2030 deployment.
Building: Continued growth in commercial, stable residential, challenges in France/Germany.
Industry: Positive in aerospace, power gen, defense; flat in automotive and some industrials.
Semicon: Recovery expected in second half of 2026, with order book momentum and backend growth.
CapEx for 2026 expected around EUR 190 million.
Explain the increase in leverage ratio to 1.8
Impact of inventory valuation on EBITA in building
Explain the rationale for portfolio rebalancing
Semicon H2 2026 recovery visibility
Building segment underlying margin for 2026
2026 M&A priorities by segment
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Next Aalberts earnings date
Q1 20261 May, 2026
Aalberts
Next Aalberts earnings date
Q1 20261 May, 2026
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Frequently asked questions
Aalberts N.V. is a diversified industrial group engaged in the development, manufacturing and sales of components for the building services industry, the automotive industry and the semiconductor, life science and laser industries. The Company operates in five segments: Installation Technology, Material Technology, Climate Technology, Industrial Technology, and Housing Equipment. The Installation Technology segment develops, manufactures and sells products to distribute fluids and gases in residential and commercial buildings. The Material Technology segment supplies metal piping systems for heating and cooling system applications in buildings. The Climate Technology segment develops and manufactures various valves for the control of water flow through heating systems.
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