HELLA (HLE) Q1 2026 TU earnings summary

Executive summary

• Currency-adjusted sales held steady year-over-year at €2.0 billion, but reported sales declined 2.9% to €1.9 billion due to negative currency effects.

• Electronics became the largest business group, driving overall performance, while Lifecycle Solutions also grew.

• Lighting business sales declined, prompting measures to revitalize the segment.

Financial highlights

• Group sales: €1.9 billion, down 2.9% from €2.0 billion year-over-year; currency-adjusted sales unchanged.

• Electronics sales rose 2.7% to €889 million (organic: +6.8%).

• Lighting sales fell 10.8% to €843 million (organic: -7.7%).

• Lifecycle Solutions sales increased 3.3% to €262 million (organic: +5.6%).

Outlook and guidance

• Measures implemented to restore Lighting business growth include portfolio development, customer base expansion, and focus on volume segment.

• Full Q1 2026 financial results to be published on 29 April 2026.