Logotype for Signify N.V.

Signify (LIGHT) investor relations material

Signify Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Signify N.V.
Q3 2025 earnings summary24 Oct, 2025

Executive summary

  • Q3 2025 saw challenging market conditions, with intensified price pressure from redirected Chinese overcapacity and softness in key European and U.S. professional markets, but strong growth in connected and consumer lighting, especially in India and agricultural segments.

  • New product launches, particularly in the Philips Hue line, and expansion of the Hue portfolio drove strong consumer demand.

  • Q3 2025 sales reached EUR 1,407 million, down 8.4% year-over-year, with comparable sales growth (CSG) at -3.9% and -2.7% excluding the Conventional business.

  • Adjusted EBITA margin was 9.7%, down from 10.5% in Q3 2024; net income fell to EUR 76 million from EUR 108 million.

  • Free cash flow was EUR 71 million, compared to EUR 119 million in Q3 2024.

Financial highlights

  • Nominal sales declined 8.4% year-over-year to EUR 1,407 million, with a negative currency effect of 4.5%.

  • Comparable sales declined by 3.9%; excluding conventional, the decline was 2.7%.

  • Adjusted EBITA margin decreased by 80 bps to 9.7%.

  • Net income dropped to EUR 76 million due to lower operating income and higher tax expense.

  • Free cash flow was EUR 71 million, down from EUR 119 million year-over-year.

Outlook and guidance

  • Full-year 2025 guidance updated: comparable sales growth expected at -2.5% to -3% (or -1% to -1.5% excluding conventional).

  • Adjusted EBITA margin guidance set at 9.1%-9.6%.

  • Free cash flow expected around 7% of sales.

  • Priorities include commercial execution, supply chain management, efficiency, digital and AI investments, and a strategic review with a capital markets day planned for mid-2026.

What are key drivers of Adj. EBITA margin decline?
Explain the FCF decrease in Q3 2025.
OEM business strategy for major customer impact?
Capital Markets Day: portfolio & capital plans?
U.S. Professional market share strategy?
Conventional business rationalization roadmap?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Signify earnings date

Logotype for Signify N.V.
Q4 202524 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Signify earnings date

Logotype for Signify N.V.
Q4 202524 Feb, 2026

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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Signify N.V. provides lighting products, systems, and services in Europe, the Americas, and internationally. It offers luminaires, lamps and LEDs, electronic transformers and ballasts, indoor light controllers, and sensing devices under the Philips Lighting brand; integrated lighting systems; electronic control gear; intelligent lighting control systems that support connected lights; and light distribution control systems for non-visual applications.

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