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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.
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Next Ariston Holding earnings date
Q3 20255 Nov, 2025
Next Ariston Holding earnings date
Q3 20255 Nov, 2025
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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.
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