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Kuehne + Nagel (KNIN) investor relations material
Kuehne + Nagel Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Net turnover for January–September 2025 increased 2.7% year-over-year to CHF 18.5 billion, but Q3 net turnover declined 6.8% compared to Q3 2024, and EBIT fell 13% year-over-year due to yield pressure in logistics segments.
Market share expanded in air logistics and SME segment in sea logistics, despite overall market softness.
A cost reduction program targeting at least CHF 200 million in annualized savings was launched to address challenging market conditions.
Partners Group exercised its option to sell its 24.9% stake in Apex, with completion in Q4 2025, increasing ownership to 100% and expected to be EPS accretive.
Financial highlights
Group EPS declined 18% year-over-year to CHF 6.11, and net earnings for the nine months were CHF 725 million, down from CHF 885 million year-over-year.
Free cash flow conversion reached 105% in Q3, the first time above 100% since Q3 2022; year-to-date conversion at 66% vs. 33% last year.
Gross profit for January–September rose 1.1% year-over-year to CHF 6,531 million, with a margin of 35.3%, slightly down from 35.8% last year.
Cash and cash equivalents at period end were CHF 603 million, down from CHF 926 million a year earlier.
Outlook and guidance
Recurring EBIT guidance for 2025 set at greater than CHF 1.3 billion, reduced from the previous range of CHF 1.45–1.65 billion, reflecting adverse market conditions and a 5% currency headwind.
Q4 recurring result expected to be comparable to Q3; no peak season expected in air logistics for Q4, with stable yields anticipated.
Full run rate of cost savings expected by year-end 2026, fully reflected in Q1 2027.
Economic growth uncertainty and volatile trade/tariff policies are expected to persist.
How did acquisitions impact YTD earnings?
Explain the CHF 1.477bn NCI put option liability.
Why did Sea Logistics EBIT decline so sharply?
How will cost cuts avoid impeding growth?
Sea freight yield protection strategy?
Apex acquisition: net debt and FCF outlook?
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Frequently asked questions
Kuehne + Nagel International AG, together with its subsidiaries, provides integrated logistics services for transporting, warehousing, and distribution. Kuehne + Nagel International AG operates through the following segments: Air & Ocean Freight Forwarding Global Trade & Project Logistics Supply Chain Solutions (SCS) Contract Logistics & Services. Kuehne + Nagel International AG is based in Schindellegi, Switzerland.
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