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Electrolux AB (ELXA) AI Stock Analysis

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DE:ELXA

Electrolux AB

(Frankfurt:ELXA)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Organic Growth and Market ShareOrganic growth despite declining North American demand and flat Europe indicates resilience across regions. Market-share gains from the Electrolux and AEG brands, together with targeted premium pricing, support stronger customer positioning and provide a durable base for future revenue development.
Negative Factors
Weak and Inconsistent ProfitabilityNegative operating profit and a TTM net loss show that revenue stability has not yet translated into dependable earnings. The return to losses after modest 2025 profitability highlights execution and cyclicality risk, limiting internally generated funds for investment and balance-sheet improvement.

Electrolux AB (ELXA) vs. iShares MSCI Germany ETF (EWG)

-50%-25%0%25%50%75%100%125%DE:ELXA+6.14%EWG+6.88%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
EUR 782.19M
Dividend Yield
174.00%
Average Volume (3M)
500
Price to Earnings (P/E)
-8.8
Beta (1Y)
1.27
Revenue Growth
-0.32%
EPS Growth
-426.72%
Country
Germany
Employees
40,917
Sector
Consumer Cyclical
Sector Strength
61
Industry
Furnishings, Fixtures & Appliances

Electrolux AB Business Overview & Revenue Model

Company Description

AB Electrolux (publ), a prominent Swedish corporation headquartered in Stockholm, operates globally in the manufacturing and sale of household appliances. With its subsidiaries, it reaches markets across Europe, North America, Latin America, Asia/Pac...

Electrolux AB Earnings Call Summary

Earnings Call Date:Oct 23, 2026(Q3-2026)|% Change Since:23.33%|Next Earnings Date:Jan 29, 2027
Earnings Call SentimentPositive

The call conveyed a positive assessment of execution, with 3.5% organic growth, strong cost reduction, improved cash flow, market share gains, operational North American joint ventures, and a solid liquidity position. However, these achievements were made against substantial pressure from weak consumer demand, declining markets, tariffs, Middle East-related raw material and logistics costs, aggressive pricing outside North America, and a revised volume-price-mix outlook. Overall, the highlights outweigh the lowlights because management reported continued growth and execution while maintaining its cost-efficiency guidance.

Positive Updates

Organic Growth Despite Challenging Markets
Electrolux delivered organic growth of 3.5% in the third quarter despite North America declining by 5%, Europe being flat, and Brazil growing by 2%. Higher volumes were reported in EMEA, APAC, and Latin America.

Negative Updates

Persistent External Cost Headwinds
The quarter was affected by U.S. tariffs, the full impact of the Middle East conflict, higher raw material costs, and higher logistics costs. Management expects this level of external factors to remain in the coming quarters.

Company Guidance

Electrolux maintains a neutral market outlook for Europe, a negative market outlook for North America, where market demand for core appliances declined by approximately 5%, and an unchanged positive full-year market outlook for Brazil, although market growth slowed significantly during the quarter; for the full year, the combined contribution from volume, price, and mix is now expected to be neutral, compared with previously positive, while the outlook for investment in consumer experience, innovation and marketing, external factors, and capital expenditure remain unchanged, and cost efficiency is now expected to be approximately SEK 4 billion, within the upper range of SEK 3.5 billion-SEK 4 billion; external factors are expected to remain at the level seen in the third quarter in the coming quarters, the top loader production in Anderson remains planned for the end of the first half 2027, and the manufacturing footprint and entire reorganization are expected to bring SEK 1.4 billion in year three, which will be 2028, with a SEK 600 million saving out of the JV and a contribution in 2027.

Electrolux AB Peers Comparison

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

DE:ELXA against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
SNSN80Outperform$31.98B36.8729.53%―19.25%46.61%
HBBHBB78Outperform$409.76M6.9429.48%1.61%1.71%88.27%
VIOTVIOT67Neutral$94.97M-35.82-1.51%―-36.90%-103.68%
Sector *61Neutral$18.38B12.79-2.54%3.03%1.52%-15.83%
WHRWHR41Neutral$1.98B-13.43-3.47%15.39%-6.48%37.11%
ATERATER40Neutral$240.34M-0.43-112.36%―-60.10%-15.00%

* Consumer Cyclical Sector Average

Performance Comparison

0%100%DE:ELXAWHRHBBVIOTATERSNDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
DE:ELXA and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:ELXAElectrolux AB Class B5.550.224.11%
WHRWhirlpool Corporation28.91-39.57-57.78%
HBBHamilton Beach Brands Company30.5016.65120.18%
VIOTViomi Technology Co1.32-1.14-46.43%
ATERAterian, Inc.0.870.033.82%
SNSharkNinja, Inc.220.14132.10150.05%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.