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Stadler Rail (SRAIL) investor relations material
Stadler Rail H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary27 Aug, 2025
Executive summary
Net revenue reached CHF 1.4 billion in H1 2025, up 8% year-over-year, with profit for the period at CHF 30.9 million, a 12% increase compared to H1 2024, despite ongoing supply chain disruptions and flooding impacts.
EBIT margin improved to 2.6% (up from 2.2%), with EBIT rising to CHF 36.9 million, a 31% year-over-year increase.
Order intake was CHF 1.7 billion, with deferrals pushing some contract awards to H2; order backlog remained stable at CHF 29.4 billion.
Free cash flow was negative at CHF -744.2 million, reflecting ramp-up in production, advance payment consumption, and seasonality.
Management emphasized operational delivery, production output, and maintaining shareholder value.
Financial highlights
EBIT increased to CHF 36.9 million, with margin at 2.6%, and net income rose 12.3% to CHF 30.9 million, supported by positive currency effects.
Net cash position declined to CHF -775 million from CHF 368 million at year-end 2024, due to production ramp-up and dividend payouts.
Net working capital improved to CHF -290.9 million from CHF -1,010.9 million at year-end 2024, but increased by CHF 720 million in the period due to higher work in progress.
Capital expenditure focused on capacity expansions in the US, Hungary, Germany, and R&D in alternative propulsion and signalling.
Rolling stock count increased by 9% in the quarter, with revenue up 9% to CHF 1.1 billion.
Outlook and guidance
Net revenue expected to grow over 10% in 2025 versus 2024, with targets of over CHF 5.0 billion in 2026 and CHF 5.5 billion mid-term.
EBIT margin guidance set at 4–5% for 2025, rising to 6–8% mid-term.
Net working capital expected to be further reduced in 2025 and 2026, though swings may occur due to advanced and progress payments.
Free cash flow in 2025 may remain negative due to increased production output and work in progress.
Dividend policy maintained at around 60% payout of consolidated net profit.
Stadler's strategy to mitigate US tariff impact?
Why production output exceeds H1 revenue?
What caused the H1 2025 order intake decline?
How do US inflation clauses protect margins?
Net working capital trend beyond 2025?
Key actions to boost shareholder attractiveness?
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Next Stadler Rail earnings date
H2 202518 Mar, 2026
Next Stadler Rail earnings date
H2 202518 Mar, 2026
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Frequently asked questions
Stadler Rail AG (Stadler) is a Swiss company specializing in the manufacturing of rail vehicles. It offers a comprehensive product portfolio, including suburban and regional transport trains, light rail vehicles, trams, high-speed and intercity trains, as well as city transport vehicles, locomotives, passenger trains, and tailor-made vehicles. The company is recognized for its emphasis on regional train multiple units and trams, alongside niche products such as rack railway rolling stock, indicating a focus on both broad market needs and specialized segments within the rail industry. The company is headquartered in Bussnang, Switzerland, and its shares are listed on the Swiss Exchange.
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