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Alfa Laval
Alfa Laval (ALFA) investor relations material
Alfa Laval Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Q4 2025 net sales reached SEK 19.1 billion, up 4.6% year-over-year, with record full-year sales and EPS surpassing 20 SEK for the first time.
Adjusted EBITA rose 11% to SEK 3.2 billion in Q4, with a margin of 16.9%, supported by strong Marine and Energy performance.
Major reorganization completed, consolidating business units and simplifying the operating model as of January 2026.
The Board proposes a dividend of SEK 9.00 per share.
One-off costs and FX headwinds impacted results, but positive market momentum continues into 2026.
Financial highlights
Q4 order intake was SEK 17.1 billion, down 8% year-over-year, with a 2.2% organic contraction and negative currency impact.
Q4 revenues hit an all-time high of SEK 19.1 billion, up 4.6% year-over-year, with 10.9% organic growth.
Adjusted EBITA margin for Q4 was 16.9%, up from 16.0% prior year.
EPS for Q4 was SEK 4.79; full-year EPS exceeded 20 SEK, up 12% year-over-year.
Free cash flow for Q4 was SEK 2.6 billion; annual cash flow from operations was SEK 9.2 billion.
Outlook and guidance
Q1 2026 demand expected to remain at Q4 2025 levels, with Energy slightly lower, Food and Water higher, and Marine lower.
CapEx guidance for 2026 is SEK 2.5–3 billion, with Q1 CapEx expected at SEK 0.7 billion.
Tax rate guidance remains at 24–26%.
Slightly elevated one-off costs anticipated in H1 2026 due to ongoing integration and restructuring.
Market momentum is positive, with easing slowdown in large CapEx projects anticipated.
Net debt/EBITDA nearly doubled. Why?
Cash flow from ops declined. Main drivers?
Q4 tax rate 30%, above guidance. Explain
Data center CapEx: how much capacity added?
Reorganization: expected cost impact Q1/Q2?
Food & Water: long-term margin ambition?
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Next Alfa Laval earnings date
Q1 202622 Apr, 2026
Alfa Laval
Next Alfa Laval earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
Alfa Laval AB provides heat transfer, separation, and fluid handling products and solutions worldwide. The company's separation equipment and solutions include decanters, centrifuges, separators, and disc stack centrifuges for the separation of solids from liquids within one single CONTINUOUS process under one supplier; plate heat exchangers for heating, cooling, heat recovery, condensing and re-heating, evaporation, pasteurization or UHT applications; spiral heat exchangers; gasketed plate-and-frame and brazed plate heat exchangers for heating or cooling functions in most industries; AlfaVap scraped surface heat exchangers for handling viscous solutions that require efficient cleaning; air cooled heat exchangers to provide a reliable cooling system with an environmentally friendly footprint. Alfa Laval AB was founded in 1883 and is headquartered in Lund, Sweden.
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