Henkel AG & Co. KGaA - Sponsored ADR (HENKY)
Henkel Sales Rise Amid Flurry of Deals
The chemical and consumer-goods company's sales were up 1.7% on an organic basis compared with the same period last year.
Henkel Expects Growth Despite Geopolitical Challenges, Weakening Consumer Sentiment
The company's preferred profitability metric, adjusted earnings per preferred share, increased 4.7% at constant exchange rates.
Henkel to Buy Coatings Company Stahl in $2.5 Billion Deal
The consumer-goods company said the acquisition would help it expand its adhesives arm.
Henkel to buy specialty coatings company Stahl for 2.1 billion euros
Persil-owner Henkel said on Wednesday it agreed to buy specialty coatings company Stahl for 2.1 billion euros ($2.5 billion) from Stahl Group.
Henkel: The Upside For The Long-Term Is Excellent In 2026
Henkel is trading at a significant discount despite operational improvements and robust industrial/adhesive segment growth. I see high single- to low double-digit growth potential from 2026-2030, driven by Henkel's leadership in adhesives for megatrends like AI and semiconductors. Risks remain in consumer/home care segments and raw material costs, but adhesive market dominance and margin strength underpin my positive stance.
Henkel: A Decade Of Disappointment, Yet Still A Compelling Value Case
Henkel: A Decade Of Disappointment, Yet Still A Compelling Value Case
Henkel in Talks Over Potential Acquisition of Specialty-Chemicals Company Stahl
The management board of Henkel said it was in discussions with investment firm Wendel, the majority owner of Stahl, over a potential deal.
Henkel AG & Co. KGaA (HENKY) Q2 2025 Earnings Call Transcript
Henkel AG & Co. KGaA (OTCPK:HENKY) Q2 2025 Earnings Conference Call August 7, 2025 4:30 AM ET Company Participants Carsten Knobel - CEO & Chairman of the Management Board—Henkel Management AG Leslie Isabelle Iltgen - Head of Investor Relations Marco Swoboda - CFO, Executive VP of Finance, Purchasing & Global Business Solutions and Member of Mgmt. Board Conference Call Participants Callum Elliott - Sanford C.
Undervalued, Ignored, And Still Standing: The Henkel Investment Case Revisited
Despite holding Henkel shares for over two years, the investment underperformed compared to the S&P 500, though dividends were consistently received and no capital loss occurred. While Henkel's 2024 earnings improved significantly, free cash flow dropped, and Q1/2025 results disappointed, prompting cautious optimism from management, amid a challenging economic environment. Henkel raised its dividend and launched a share buyback program, and valuation metrics suggest the stock remains undervalued, with long-term upside potential.
Henkel AG & Co. KGaA (HENKY) Q1 2025 Earnings Call Transcript
Henkel AG & Co. KGaA (OTCPK:HENKY) Q1 2025 Earnings Conference Call May 8, 2025 3:00 AM ET Company Participants Leslie Iltgen – Head-Investor Relations Carsten Knobel – Chief Executive Officer Marco Swoboda – Chief Financial Officer Conference Call Participants Guillaume Delmas – UBS Fulvio Cazzol – Berenberg Rashad Kawan – Morgan Stanley Tom Sykes – Deutsche Bank Patrick Folan – Barclays Leslie Iltgen Good morning to everyone here on the call. A warm welcome to everyone joining Henkel's Q1 2025 Results Conference Call today.
Henkel: Which Share Class To Buy Amid The Selloff
Henkel reported its 2024 earnings in March - the market was disappointed with the results and over the last 1.5 months, HENKY/HENOY shares have declined to 2022 levels. In this update, I review Henkel's operating performance in 2024 and over the longer term and share my view on the company's internal optimization efforts. I will comment on the company's apparent shift in shareholder return strategy.
Henkel: Trends Of Softening Into H1 2025
Henkel's Q4 results show a slowdown in adhesive technologies, with tougher comps and a softer industrial market environment expected into 2025. Margin improvements were impressive due to cost-cutting initiatives and mix effects from restructuring, contributing around 100 million EUR in incremental net savings. Henkel is cheaper than peers like 3M with a 13.4x forward PE, and while the company has solid positioning and defensible margin, macro incrementally isn't constructive.
