Alfa Laval
Logotype for 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.
Logotype for Alfa Laval
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?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Alfa Laval earnings date

Logotype for Alfa Laval
Q1 202622 Apr, 2026
Alfa Laval
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Alfa Laval earnings date

Logotype for Alfa Laval
Q1 202622 Apr, 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

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.

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