)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Ariston Holding (ARIS) investor relations material
Ariston Holding Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Achieved 3.6% organic revenue growth in Q2 2025, with margin improvement of 50 bps year-over-year, driven by operating leverage, efficiency programs, and heating segment recovery, especially heat pumps.
H1 2025 net revenues reached €1,292M, up 3.7% organically year-over-year, with strong working capital management supporting free cash flow despite higher CapEx.
Strategic focus on organic and inorganic growth, including a JV with Lennox for North America and bolt-on acquisitions (DDR Heating in the US, ZRE in Italy) to expand the Components division.
Net profit for H1 2025 was €58.7M, a turnaround from a €31.9M net loss in H1 2024; adjusted net profit reached €38.6M, up from €29.2M.
Business development remains positive despite ongoing market stabilization and a complex global landscape.
Financial highlights
Q2 2025 net revenues were €644M, up 5.2% year-over-year (3.6% organic), with H1 2025 net revenues at €1,292M, up 3.7% organically.
Adjusted EBIT for Q2 was €31M (4.8% margin), up 13.9% year-over-year; H1 adjusted EBIT was €66M (5.1% margin), up from €57M (4.5%).
Free cash flow in Q2 was €3M; H1 free cash flow improved to -€14M from -€24M in H1 2024, reflecting strong working capital discipline and higher CapEx.
Net financial indebtedness increased to €680M at June 30, 2025, mainly due to seasonality, acquisitions, and shareholder distributions.
Basic and diluted EPS for H1 2025 were €0.16, compared to -€0.09 in H1 2024.
Outlook and guidance
2025 guidance confirmed: organic net revenue growth narrowed to 1–3% year-over-year, with adjusted EBIT margin expected above 7% driven by efficiency programs.
CapEx guidance at 5–6% of net revenue for 2025, with cash flow generation expected to be Q4-weighted; ongoing assessment of M&A opportunities.
Mid-term outlook unchanged: mid-single-digit organic growth (assuming neutral FX) and adjusted EBIT margin above 10%.
Guidance excludes potential impacts from tariffs, geopolitical developments, or market adjustments.
How will tariff discussions impact demand?
Explain the drivers of margin improvement.
Detail Lennox partnership growth expectations.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Ariston Holding earnings date
Q3 20255 Nov, 2025
Next Ariston Holding earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Ariston Holding N.V., commonly known as Ariston Group, specializes in thermal comfort solutions for residential and commercial applications. The company offers a diverse range of innovative and energy-efficient products including electric and gas water heaters, heat pumps, and heating systems. The company is headquartered in Amsterdam, Netherlands, and its shares are listed on the Euronext Milan.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage