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Kuehne + Nagel
Kuehne + Nagel (KNIN) investor relations material
Kuehne + Nagel Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Mar, 2026
Executive summary
Maintained global leadership in sea and air freight, achieving market share gains in Air Logistics and SME sea logistics despite weak demand and overcapacity.
Comprehensive cost reduction programme fully implemented, targeting at least CHF 200 million in annualised savings by end of 2025.
EPS fell 25% year-over-year, or 15% excluding non-recurring items and currency headwinds.
Strategic focus on growth in hyperscaler, healthcare, semiconductor, and cloud infrastructure sectors.
Expanded business with small and medium-sized customers, especially in Sea Logistics, now accounting for over half of volumes.
Financial highlights
Net turnover CHF 24.5 billion, down 1% year-over-year; gross profit CHF 8.8 billion, up 2%.
Recurring EBIT CHF 1.4 billion, down 14–17% year-over-year; EPS CHF 7.43, down 25%.
Free cash flow CHF 917 million, up 48% from 2024; Q4 free cash flow conversion 147%, full-year 86%.
Dividend proposal of CHF 6.00 per share for 2025, with a payout ratio of 81%.
Significant FX headwinds impacted gross profit (CHF 326m) and EBIT (CHF 54m).
Outlook and guidance
2026 recurring group EBIT guidance set at CHF 1.2–1.4 billion, reflecting a 5% currency headwind.
Cost savings to ramp up in 2026, with net CHF 100 million impact expected.
No material AI productivity gains factored into 2026 guidance; material impact expected from 2027.
Effective tax rate for 2026 expected at approximately 25%.
Market demand for sea and airfreight expected to grow in line with global GDP.
AI productivity gains: clarify timeline and scope
Cost reduction program: impact on 2026 EBIT
Sea Logistics yield stabilization: future outlook
AI's role in managing supply chain disruptions?
Middle East conflict impact on airfreight?
Path to 35% Sea/Air conversion rate?
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Latest events from Kuehne + Nagel
- Profits and turnover fell year-over-year, but cost controls and acquisitions support resilience.KNIN
Q2 20243 Feb 2026 - Q3 EBIT and profit rose, but YTD earnings and EBIT fell despite acquisitions and cost control.KNINQ3 202419 Jan 2026
- Returned to EBIT growth in H2 2024, with strong cash flow and a stable CHF 8.25 dividend.KNINQ4 20247 Jan 2026
- Profits and market share rose on strong logistics growth, but uncertainty and FX risks remain.KNINQ1 202521 Dec 2025
- Aiming for 1.5x GDP growth, 35% conversion, and 80% payout, with tech-driven, customer-focused strategy.KNINCMD 20251 Dec 2025
- Net turnover up 8% YoY, but FX headwinds and acquisitions weighed on earnings.KNINQ2 20256 Nov 2025
- Earnings and EBIT fell despite higher turnover, with cost cuts and Apex buyout raising net debt.KNINQ3 202523 Oct 2025
Next Kuehne + Nagel earnings date
Q1 202624 Apr, 2026
Kuehne + Nagel
Next Kuehne + Nagel earnings date
Q1 202624 Apr, 2026
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