Fuchs SE (FUPBY) Q2 2026 Earnings Call Transcript
FUCHS SE - Unsponsored ADR (FUPBY) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.14 per share a year ago.
Investors with an interest in Chemical - Specialty stocks have likely encountered both FUCHS SE - Unsponsored ADR (FUPBY) and Hawkins (HWKN). But which of these two stocks presents investors with the better value opportunity right now?
Investors looking for stocks in the Chemical - Specialty sector might want to consider either FUCHS SE - Unsponsored ADR (FUPBY) or Hawkins (HWKN). But which of these two companies is the best option for those looking for undervalued stocks?
Fuchs unveiled conservative 2031 targets: €4.0–4.5B sales, €550–600M EBIT, and 13–15% margin, with real growth and inflation pass-through. EPS growth is projected at 6–7% plus inflation, aided by buybacks, lower tax rates from 2028, and limited M&A, likely exceeding consensus expectations. The growth strategy centers on higher-margin specialty applications and the automotive aftermarket, leveraging proven market share gains in attractive niches.
Fuchs SE remains a solid, resilient specialty chemical company with a wide economic moat but faces persistent growth and margin challenges. Despite underperforming the S&P 500 over the last decade, FUPEF is trading at a discount to historical valuation multiples and appears undervalued based on DCF analysis. Management guides for mid-single-digit long-term growth and margin improvement, but near-term headwinds and cautious analyst forecasts temper expectations.
Fuchs SE (FUPBY) Q4 2025 Earnings Call Transcript
Fuchs SE earns a buy rating as the market underestimates its pricing power, organic share gains, and robust balance sheet for M&A-driven growth. FUPBY's specialty focus delivers structurally higher margins and pricing power, with custom solutions critical for industrial reliability and customer stickiness. Growth is driven by continued share gains, resilient demand beyond ICE vehicles, and high-spec EV cooling fluids, offsetting flat overall lubricant market volumes.
Fuchs SE delivered improved Q3/25 EBIT margins across most regions, beating expectations despite flat sales and challenging macro conditions. FX headwinds and acquisition-related costs masked underlying volume growth, with forex-adjusted sales up over 3% year-over-year, signaling market share gains for FUPEF. The company maintains a strong balance sheet, local production advantages, and stands to benefit from potential German stimulus and future corporate tax cuts.
Fuchs SE (OTCPK:FUPBY) Q3 2025 Earnings Call October 31, 2025 7:00 AM EDT Company Participants Andreas Schaller Esma Saglik - CFO & Member of the Executive Board Stefan Fuchs - Chairman of Executive Board & CEO Conference Call Participants Sebastian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division Constantin Hesse - Jefferies LLC, Research Division Michael Schaefer - ODDO BHF Corporate & Markets, Research Division Martin Roediger - Kepler Cheuvreux, Research Division Anil Shenoy - Barclays Bank PLC, Research Division Lars Vom Cleff - Deutsche Bank AG, Research Division Presentation Operator Good day ladies and gentlemen, welcome to the third quarter results 2025 analyst conference call of FUCHS SE.
German tax cuts from 2028 will boost Fuchs SE's net profit margins, a catalyst overlooked by the market. Short-term outlook is muted due to weak demand, trade tensions, and a lower 2025 guidance, but cost-cutting will help offset sluggish sales. Long-term prospects remain strong: Fuchs is positioned to gain market share thanks to tariffs on many of its competitors.
Investors with an interest in Chemical - Specialty stocks have likely encountered both FUCHS SE - Unsponsored ADR (FUPBY) and Hawkins (HWKN). But which of these two stocks offers value investors a better bang for their buck right now?