)
Kuehne + Nagel (KNIN) investor relations material
Kuehne + Nagel Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 net turnover rose 22.2% YoY to CHF 7,386m; EBIT increased 52.6% to CHF 435m and earnings rose 53.4% to CHF 316m, with profitability improving across business units.
FY 2026 recurring EBIT guidance rose to CHF 1.5bn–CHF 1.6bn, its third sequential increase; midpoint was raised by CHF 100m.
Financial highlights
Q3 gross profit increased 13.3% YoY to CHF 2,388m and EBITDA rose 28.8% to CHF 662m; recurring EPS grew 58%.
9M net turnover was CHF 19,605m (+5.8%); gross profit CHF 6,747m (+3.3%), EBITDA CHF 1,820m (+6.6%) and reported EBIT CHF 1,159m (+12.6%).
9M recurring EBIT was CHF 1,124m, up 8% reported and 12% at constant currencies; recurring EPS was CHF 6.67, up 12% at constant currencies.
Q3 free cash flow was CHF 336m, up 49% YoY; 9M free cash flow was CHF 646m, up 24%.
9M FX translation reduced EBIT and net earnings by 5%; earnings attributable to shareholders rose 13.1% reported.
Outlook and guidance
FY 2026 recurring EBIT guidance is CHF 1.5bn–CHF 1.6bn; assumptions include gross cost savings above CHF 150m, FX headwinds no greater than 5% and a 25% effective tax rate.
Cost savings reached ~CHF 100m year-to-date; annualized run rate is expected to reach at least CHF 200m by year-end, with savings accelerating in Q4.
Annualized AI benefits of CHF 100m–CHF 150m are targeted from 2027.
Q4 Air volumes are expected to track Q3 development with stable yields; Sea yields were expected to remain stable through Q4 and Q1.
- Q2 2026 EBIT up 6% YoY; full-year guidance raised; AI and acquisitions support growth.KNIN
Q2 2026 - Recurring EBIT beat guidance; 2026 outlook raised amid cost cuts and strong segment results.KNIN
Q1 2026 - Strong market share gains, robust cash flow, and 2026 EBIT guidance of CHF 1.2–1.4bn.KNIN
Q4 2025 - Net turnover up 8% year-over-year, but earnings fell amid FX losses and acquisition activity.KNIN
Q2 2025 - Q3 EBIT and profit rose, but YTD earnings and EBIT declined despite acquisitions and cost controls.KNIN
Q3 2024 - Profits and turnover fell year-over-year, but cost controls and acquisitions support resilience.KNIN
Q2 2024 - Targets 1.5x GDP growth, 35% conversion, and 80% payout, driven by tech and digital innovation.KNIN
CMD 2025 - Profits and market share rose on strong logistics growth, but uncertainty and FX risks remain.KNIN
Q1 2025 - Q4 EBIT rebounded, free cash flow improved, and dividend held at CHF 8.25 per share.KNIN
Q4 2024
Next Kuehne + Nagel earnings date
Next Kuehne + Nagel earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)