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Edge27 Sep 2024
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Signify
Signify (LIGHT) investor relations material
Signify Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Jan, 2026
Executive summary
Delivered mixed performance in 2025 amid challenging market conditions, with resilience in cash generation and cost management despite reduced demand, tariff impacts, and price pressure.
Growth in U.S. professional business offset by weakness in Europe and OEM; consumer business showed strong momentum except in China.
Connected and specialty lighting now represent 36% of sales, driving growth in both consumer and professional segments; installed base of connected light points increased to 167 million.
Announced a €180 million cost reduction program impacting 900 roles, with most savings realized in 2026 and full benefit in 2027.
Strategy and portfolio review underway, with updates expected at Capital Markets Day in June 2026.
Financial highlights
Full-year 2025 sales reached EUR 5.8 billion, with adjusted EBITA margin at 8.9% and net income of EUR 259 million; free cash flow for FY25 was EUR 440 million, supported by working capital discipline.
Q4 comparable sales declined 5.2% to EUR 1.49 billion, with adjusted EBITA margin at 10.0% and net income of EUR 60 million.
Working capital as a percentage of sales improved to 5.7% due to reductions in inventories, receivables, and payables.
Proposed 2026 dividend of EUR 1.57 per share, totaling EUR 188 million and 61% payout of continuing net income.
Share repurchases paused during strategic review; 5.8 million shares cancelled in 2025.
Outlook and guidance
No guidance on comparable sales growth due to market divergence and macro uncertainty; adjusted EBITA margin for 2026 expected between 7.5%-8.5% and free cash flow at 6.5%-7.5% of sales.
Expect continued resilience in U.S., ongoing challenges in OEM and professional, and sustained momentum in consumer business.
Anticipate a soft start to 2026 with margin headwinds in H1; cost actions to provide upside in H2.
Portfolio review ongoing to determine areas for divestment or investment, with updates at Capital Markets Day in June 2026.
Timeline for strategy review and buyback resumption
Cost reduction program: segment impact details
Which segments drive 2026 sales volatility?
What guides portfolio divestment vs. growth areas?
What conditions trigger share buyback resumption?
Chinese overcapacity risk to connected lighting?
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Next Signify earnings date
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Signify
Next Signify earnings date
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Frequently asked questions
Signify N.V. provides lighting products, systems, and services in Europe, the Americas, and internationally. It offers luminaires, lamps and LEDs, electronic transformers and ballasts, indoor light controllers, and sensing devices under the Philips Lighting brand; integrated lighting systems; electronic control gear; intelligent lighting control systems that support connected lights; and light distribution control systems for non-visual applications.
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