)
Groupe Airwell (ALAIR) investor relations material
Groupe Airwell H2 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2025 revenue reached €42.9 million, a 15.3% decrease year-over-year, reflecting a challenging market environment and supply chain constraints.
Mainland France saw a strong Q4 rebound (+35.6% vs Q4 2024), but full-year revenue declined 20.5%.
Overseas territories delivered robust growth, with FY2025 revenue up 65.1% year-over-year.
International revenue dropped 27.5% for the year, impacted by delivery delays and macroeconomic fragility.
Financial highlights
Q4 2025 revenue was €10.7 million, down 29.2% compared to Q4 2024.
EBITDA for FY2025 is expected to be around €4 million, a significant improvement from -€1.2 million in 2024.
85% of FY2025 sales were in the residential market, 15% in the commercial sector.
Outlook and guidance
Cautious approach for 2026, with optimism for recovery in France and stabilization in the heat pump market.
International trends are improving, with postponed orders expected to benefit Q1 2026.
Continued focus on innovation, including the STERENN AI project and new product launches.
- Nine-month revenue declined 12.5% year-over-year, with Q4 growth and profitability targeted.ALAIR
Q3 2025 TU30 Oct 2025 - H1 2025 saw weak French sales but strong international growth, with recovery expected in H2.ALAIR
H1 202525 Sep 2025 - Q2 2025 revenue rebounded 51% sequentially, with strong export growth offsetting French weakness.ALAIR
H1 2025 TU24 Jul 2025 - Integrated eco-thermal solutions and digital services drive future growth amid market headwinds.ALAIR
Investor Presentation19 Jun 2025 - Expanding innovative, connected energy solutions and services to drive growth despite market headwinds.ALAIR
Investor Presentation19 Jun 2025 - Despite a challenging 2024, innovation and regulatory tailwinds set the stage for renewed growth.ALAIR
Investor Presentation19 Jun 2025 - Revenue dropped 20.8% as investments rose, but gross margin improved by 7 points.ALAIR
H1 202413 Jun 2025 - Revenue down 21.3% year-over-year; full-year outlook cut, break-even EBITDA targeted.ALAIR
Q3 2024 TU13 Jun 2025 - 2024 revenue dropped 22.1% as market headwinds hit, but recovery is targeted for 2025.ALAIR
Q4 2024 TU6 Jun 2025
Next Groupe Airwell earnings date
Next Groupe Airwell earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)