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Fuchs Petrolub SE (DE:FPE)
XETRA:FPE
Germany Market
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EarningsQ2 2026 Earnings Report

Fuchs Petrolub (FPE) Q2 2026 Earnings Report

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DE:FPE Q2 2026 EPS Results

Actual EPS€0.68
Consensus EPS€0.62
Beat/MissBeat by +€0.06
One Year Ago EPS€0.51

DE:FPE Q2 2026 Revenue Results

Actual Revenue€1.07B
Expected Revenue€1.05B
Beat/MissBeat by +€14.50M
YoY Revenue Growth+21.48%

Earnings Announcement Details

QuarterQ2 2026
Date07/31/2026
TimeBefore Open
Conference CallFriday, July 31, 2026
DE:FPE Upcoming Earnings
Fuchs Petrolub's next earnings date is estimated for October 30, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Jul 31, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: double-digit sales growth, record H1 EBIT, margin expansion and an upgraded EBIT guidance. These positives were tempered by significant cash flow and liquidity headwinds driven by inflationary inventory buildup, ongoing raw-material supply risks from the Middle East, a major JV plant fire in Saudi Arabia, and a portion of H1 volume gains identified as potentially temporary (pre-buying and competitor supply shortfalls). Management emphasized resilience, supply-chain strengths and cautious outlook adjustments.
Company Guidance
Management raised full‑year EBIT guidance to EUR 460–480m (previously ~EUR 450m), expects sales “significantly above EUR 3.7bn”, sees free cash flow before acquisitions still “significantly below EUR 270m”, and forecasts a moderate improvement in FVA above prior year despite higher capital employed. This follows a strong H1: sales EUR 2.0bn (+11% y/y), EBIT EUR 260m (+24% y/y; Q2 EBIT EUR 135m, +34% y/y), free cash flow before acquisitions EUR 61m (vs EUR 81m prior), net operating working capital EUR 910m (21.3% of annualized sales), capex in line with guidance and net liquidity down to EUR 13m (from EUR 151m at end‑2025). Management cautioned visibility is limited (about one‑third of recent growth from organic expansion, one‑third from pre‑buying and one‑third from customers switching suppliers), noted raw‑material/supply risks with normalization not expected before mid‑2027, and therefore said H1 outperformance should not simply be extrapolated into H2.
Strong Top-Line Growth
Sales of EUR 2.0 billion in H1 2026, up 11% year-over-year; Q2 sales EUR 1.1 billion (+14% vs Q1, +21% vs Q2 2025).
Robust Organic Growth
Organic growth contributed ~EUR 200 million (≈12%); volume-driven growth across all regions with about one-third of Q2 growth from expanding business.
Record H1 EBIT and Margin Expansion
EBIT reached EUR 260 million in H1 (+EUR 51 million, +24% YoY); Q2 EBIT EUR 135 million (+34% YoY, +8% Q/Q); EBIT margin improved to 13% from 11.6% a year ago.
Upgraded Full-Year EBIT Guidance
EBIT guidance raised to EUR 460–480 million (previously around EUR 450 million), reflecting confidence from strong H1 performance.
Regional Strength — Americas and Asia-Pacific
Americas: organic growth ~13% with Q2 EBIT more than doubling YoY; Asia-Pacific: organic growth 14% and EBIT +EUR 27 million (+42%), with China and Australia as main drivers.
Successful Sourcing and Supply Resilience
Broad global/local-to-local sourcing enabled continued supply to customers amid market disruptions; helped win business from competitors facing shortages.
External Growth Contribution
External growth added EUR 25 million H1, mainly from full consolidation of former joint venture in Turkey (acquisition closed end-April 2026).
Profit Conversion Efficiency
Sales grew 11% while functional costs increased only ~5% (functional costs +EUR 20 million), demonstrating efficient conversion of top-line into earnings.

DE:FPE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 30, 2026
2026 (Q3)
0.62 / -
0.64―
2026 (Q2)
0.62 / 0.68
0.5132.35% (+0.17)
2026 (Q1)
0.60 / 0.68
0.5915.25% (+0.09)
2025 (Q4)
0.61 / 0.60
0.5117.65% (+0.09)
2025 (Q3)
0.63 / 0.64
0.614.92% (+0.03)
2025 (Q2)
0.58 / 0.51
0.59-13.56% (-0.08)
2025 (Q1)
0.63 / 0.59
0.581.72% (+0.01)
2024 (Q4)
0.53 / 0.51
0.4747.59% (+0.04)
2024 (Q3)
0.61 / 0.61
0.585.17% (+0.03)
2024 (Q2)
0.59 / 0.59
0.518.00% (+0.09)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed