)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Thule Group (THULE) investor relations material
Thule Group Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary23 Sep, 2025
Market and Business Environment
Organic growth of 1.5% and total reported growth of 10% in Q2, despite a tough consumer market, especially in North America, and a negative currency effect of -6%.
Retailers remain cautious, particularly in bike-related retail, impacting replenishment orders and inventory levels.
Premium product segments outperform the general market, with new product launches driving growth.
Europe remains more stable than North America, though both regions show seasonal inventory caution.
Financial Performance and Growth
Net sales reached SEK 10.1 billion and EBIT was SEK 1.6 billion for the last twelve months ending Q2 2025, with an EBIT margin of 16.0%.
Adjusted EBIT excludes SEK 100 million in transaction costs for the Quad Lock acquisition and SEK 31 million in North America restructuring costs.
Gross margin has improved and is expected to remain higher, supported by new products and efficiency gains.
Price increases implemented to offset tariffs, with further adjustments planned due to rising aluminum tariffs.
SEK 200 million inventory reduction target on track; automation of Polish warehouse to yield SEK 100 million annual savings by 2028.
Product Development and Launches
High pace of product launches, with a focus on Sport & Cargo Carriers and mid-price segment products in 2025.
Expansion of new categories: dog transportation (Thule Allax, Thule Cappy) and car seats (Thule Elm, Thule Palm, ADAC safety test winner).
Fewer product launches in H2 compared to H1, but notable launches include Thule Palm booster seat, Thule Arkos XL cargo box, and Thule Chasm duffel bag collection.
Continued integration and growth of Quad Lock, with Q3 as its strongest profitability quarter.
Impact of North America child car seat halt?
Poland warehouse: When will full SEK 100m savings occur?
New categories: What is the 2025 revenue contribution?
Mid-price product strategy performance?
New aluminum tariffs: further price actions?
2026 R&D investment strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Thule Group earnings date
Q3 202522 Oct, 2025
Next Thule Group earnings date
Q3 202522 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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.
)
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Thule Group AB operates as a sports and outdoor company worldwide. It provides products such as sports and utility trailers, recreational vehicles, and snow chains to carry bicycles, skis, snowboards, watercraft, cargo,and other equipment on the roof of a car. The company also offers child transportation equipment; hitch-mounted carriers for bikes; trailers for cars; bags and box systems for carrying equipment; luggage systems; rooftop mounted cargo carriers; snow chains that prevent loss of traction when driving in the snow; racks for transporting watercraft; and towbars for connecting various types of trailers to vehicles. In addition, it provides repair services. Thule Group AB was founded in 1942 and is headquartered in Malmö, Sweden.
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