GEA Group Aktiengesellschaft (OTCPK:GEAGF) Q1 2025 Earnings Call May 8, 2025 8:00 AM ET Company Participants Oliver Luckenbach - Head, Investor Relations Stefan Klebert - Chief Executive Officer Bernd Brinker - Chief Financial Officer Conference Call Participants Klas Bergelind - Citi Adrian Pehl - ODDO BHF Operator Good day and thank you for standing by. Welcome to the GEA Group AG Q1 2025 Conference Call.
GEA Group has shown consistent improvement, with sales, EBITDA, and ROCE significantly increasing since 2019, justifying a higher valuation of 17-20x P/E. The company's market-leading position in industrial and process systems, coupled with strong service contracts, ensures stability and growth potential despite historical earnings forecast inaccuracies. With new leadership and strategic focus on sustainability, digitalization, and innovation, GEAGF is well-positioned for future growth, targeting €60-€80/share by 2027.
GEA Group saw a significant jump in stock price, outperforming the index by 9%. Despite declining order intake and revenues, the company raised profitability and full-year expectations. GEA Group is a market leader in industrial systems, with positive outlooks for the future and strong cash generation.
![]() GEAGF In 10 months Estimated | Annual | $1.25 Per Share |
![]() GEAGF 1 month ago Paid | Annual | $1.25 Per Share |
![]() GEAGF 2 May 2024 Paid | Other | $1.07 Per Share |
![]() GEAGF 1 May 2023 Paid | Annual | $1.01 Per Share |
![]() GEAGF 28 Apr 2023 | Other | $1.05 Per Share |
![]() GEAGF 29 Apr 2022 Paid | Other | $0.94 Per Share |
6 Nov 2024 Date | | 0.73 Cons. EPS | 0.77 EPS |
7 Aug 2024 Date | | - Cons. EPS | 0.66 EPS |
8 May 2024 Date | | 0.47 Cons. EPS | 0.59 EPS |
7 Mar 2024 Date | | - Cons. EPS | 0.68 EPS |
7 Nov 2023 Date | | 0.66 Cons. EPS | 0.72 EPS |
![]() GEAGF In 10 months Estimated | Annual | $1.25 Per Share |
![]() GEAGF 1 month ago Paid | Annual | $1.25 Per Share |
![]() GEAGF 2 May 2024 Paid | Other | $1.07 Per Share |
![]() GEAGF 1 May 2023 Paid | Annual | $1.01 Per Share |
![]() GEAGF 28 Apr 2023 | Other | $1.05 Per Share |
![]() GEAGF 29 Apr 2022 Paid | Other | $0.94 Per Share |
6 Nov 2024 Date | | 0.73 Cons. EPS | 0.77 EPS |
7 Aug 2024 Date | | - Cons. EPS | 0.66 EPS |
8 May 2024 Date | | 0.47 Cons. EPS | 0.59 EPS |
7 Mar 2024 Date | | - Cons. EPS | 0.68 EPS |
7 Nov 2023 Date | | 0.66 Cons. EPS | 0.72 EPS |
Industrial - Machinery Industry | Industrials Sector | Mr. Stefan Klebert Dipl.-Ing., MBA CEO | OTC PINK Exchange | DE0006602006 ISIN |
DE Country | 19,047 Employees | 5 May 2025 Last Dividend | - Last Split | - IPO Date |
GEA Group Aktiengesellschaft is a leading company that specializes in developing and producing systems and components for the food, beverage, and pharmaceutical industries. With its operations classified into five main segments: Separation & Flow Technologies, Liquid & Power Technologies, Food & Health Technologies, Farm Technologies, and Heating & Refrigeration Technologies, the company offers a broad range of products and services tailored to meet the diverse needs of its clients. Initially known as mg technologies ag, it underwent a name change to GEA Group Aktiengesellschaft in 2005. Founded in 1881, the company has established its headquarters in Düsseldorf, Germany, evolving through the years to become a key player in its field.
This segment focuses on the manufacture of process-related components and machinery, which includes separators, decanters, homogenizers, valves, and pumps. These products are crucial for a variety of industries, aiding in the separation and flow processes essential for manufacturing and processing operations.
GEA caters to the brewing, dairy, beverage, food, and chemical industries through this segment, offering systems for liquid processing and filling, concentration, precision fermentation, crystallization, purification, drying, powder handling, and packaging. Furthermore, it provides solutions for emission control, showcasing its dedication to sustainable and environmentally friendly manufacturing practices.
This segment is dedicated to the preparation, marination, and processing of a wide range of food products, including meat, poultry, seafood, vegan products, pasta, confectionery, and bakery goods. It also encompasses slicing, packaging, and frozen food processing solutions, catering to the broad needs of the food processing industry. Additionally, it provides tablet presses for the pharmaceutical industry, highlighting its versatility in contributing to both food and health sectors.
GEA offers comprehensive solutions for milk production and livestock farming. This includes automatic milking and feeding systems, conventional milking solutions, manure handling, and digital herd management tools. These innovative products and services support farmers in optimizing their operations and ensuring the welfare of their animals.
Providing energy solutions in the field of industrial refrigeration and heating, this segment caters to a multitude of industries including food, beverage, dairy, and oil and gas. GEA’s offerings in this area ensure that businesses can maintain optimal temperatures for their processes and products, emphasizing the company’s commitment to efficiency and sustainability.