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EarningsQ2 2026 Earnings Report
IL:STRS Q2 2026 EPS Results
Actual EPS165.00
Consensus EPS―
Beat/Miss―
One Year Ago EPS69.00
IL:STRS Q2 2026 Revenue Results
Actual Revenue184.30B
Expected Revenue―
Beat/Miss―
YoY Revenue Growth-1.71%
Earnings Announcement Details
QuarterQ2 2026
Date08/12/2026
TimeBefore Open
Conference CallWednesday, August 12, 2026
IL:STRS Upcoming Earnings
Strauss Group's next earnings date is estimated for November 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
Earnings Call Sentiment|Positive
The call communicated a pronounced improvement in profitability, cash flow and leverage driven by productivity gains, core brand focus and stronger performance in Brazil and Israel, alongside organic volume growth and Water business expansion. Key negatives include headline revenue pressure from FX and commodity price pass-through, ongoing profitability challenges in China, reliance on one‑time insurance income in part of the improvement, and a pending Brazil acquisition awaiting antitrust approval. On balance, the magnitude and breadth of profit, cash flow and leverage improvements plus strategic progress and ESG recognition outweigh the operational and timing risks highlighted.Company Guidance
Strong Group Profitability Expansion
Q2 2026 group EBIT rose 42% year-on-year to ILS 363 million with EBIT margin improving to 12.6% (from 8.3% in Q2 2025). First-half 2026 group EBIT rose 53% to ILS 679 million with EBIT margin of 11.6% (from 7.3% a year ago).
Net Income and Cash Flow Turnaround
Q2 2026 net income more than doubled to ILS 195 million. First-half net income reached ILS 376 million, up ~120% year-on-year. Free cash flow improved to ILS 150 million in Q2 (from negative ILS 89 million a year ago) and to ILS 104 million for H1 (from negative ILS 584 million).
Record 12-Month Platform and Improved Leverage
Last 12 months (Jul 2025–Jun 2026): EBITDA ILS 1.7 billion (14%), EBIT ILS 1.3 billion (10.6%), net profit ILS 700 million. Net debt stood at ILS 2.5 billion and net debt-to-EBITDA improved to 1.5x (from 2.4x a year ago).
Coffee International Profitability Recovery (Brazil & CEE)
Coffee International Q2 sales down 3.9% like-for-like due to lower green coffee input costs, but EBIT rose 44% to ILS 148 million with EBIT margin of 11.1%. Tres Coracoes (Brazil JV) Q2 EBIT increased 35% to BRL 378 million and gross margin improved to 27.5%; Brazil volumes grew high-single-digits.
Strauss Israel Operational Improvement and Margin Expansion
Strauss Israel Q2 EBIT reached ILS 198 million, up 46% year-on-year, with EBIT margin of 15.2% (from 10.3%). Fun & Indulgence turnaround progressed (Fun & Indulgence getting back to ~8% margin and management expects ~10% by year-end).
Volume-Led Organic Growth
Group reported mid-single-digit organic volume growth across the business in both Q1 and Q2 2026, supporting the company’s stated organic growth trajectory despite some revenue FX/headline declines.
Water Business Growth and Improved Mix
Strauss Water Q2 revenues increased 7.1% to ILS 233 million, EBITDA rose 10.4% year-on-year to ILS 48 million, supported by installed-base expansion, improved sales mix and higher sales in Israel and the U.K.
Corporate Returns, Productivity and ESG Recognition
Announced dividend distribution of ILS 180 million (~2.7% annual yield). Productivity program expected to reach the higher end of the ILS 300–400 million target (company now expects ≈ ILS 400 million+). ESG ratings improved to Maala AAA and MSCI AA; Strauss ranked #16 in national employer survey and #1 in food/FMCG.
IL:STRS Earnings History
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