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Brembo (BRE) investor relations material
Brembo Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q1 2026 revenues were €937.4 million, down 2.1% year-over-year, but up 1.9% at constant exchange rates; car applications declined 3.3–3.4% and motorcycle applications rose 6.7%.
EBITDA increased 0.9% to €154.7 million (16.5% margin), and EBIT grew 3.0% to €85.9 million (9.2% margin).
Net result rose 11.2% to €56.9 million, with EPS at €0.18.
Sensify™, the intelligent braking platform, entered large-scale production and secured new contracts.
Q1 2026 closed with strengthened cash generation amid complex geopolitical and market conditions.
Financial highlights
Net financial debt stood at €692.9 million, down €26.3 million from December 2025 and €85.7 million from March 2025.
Net financial charges improved to €6.9 million from €9.3 million in Q1 2025.
Result before taxes rose 6.6% to €79.1 million (8.4% of sales).
Net investments/capex for the quarter totaled €72.1 million, representing 7.0% of revenue.
Net debt/EBITDA ratio at 1.1x.
Outlook and guidance
2026 revenue growth guidance revised to +3% at constant exchange rates, with EBITDA margin expected at 16.5%.
Total capex/investments projected at €350 million and net financial debt forecasted below €700 million.
The company will continue to monitor the volatile geopolitical and macroeconomic environment and update guidance as needed.
- Revenue and profit declined in 2025, but racing and sustainability initiatives showed strong progress.BRE
Q4 202518 Mar 2026 - Q3 net profit surged 59% as aftermarket and racing growth offset core segment declines.BRE
Q3 20256 Nov 2025 - Revenue and profit declined, but racing and aftermarket segments showed resilience.BRE
Q2 202529 Jul 2025 - Stable revenue and EBITDA, but profit fell; Öhlins acquisition marks strategic expansion.BRE
Q3 202413 Jun 2025 - Revenue up 2.8% and net debt rose, but net profit and margins declined in H1 2024.BRE
Q2 202413 Jun 2025 - Revenue and profit declined, but racing surged 40.7% after Öhlins acquisition.BRE
Q1 20256 Jun 2025 - Stable 2024 revenue, lower profit, major investments, and cautious 2025 outlook.BRE
Q4 20245 Jun 2025
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