Rexel S.A. (RXEEY) Shareholder/Analyst Call Transcript
Rexel S.A. (RXEEY) Shareholder/Analyst Call Transcript
Rexel S.A. (RXEEY) Q1 2026 Sales/Trading Call Transcript
Rexel S.A. (RXEEY) Q1 2026 Sales/Trading Call Transcript
Gradual End-Market Improvements Should Augment Rexel's Self-Help Success
Rexel SA (RXL.PA) continues to perform well, driven by robust self-help initiatives and strong U.S. data center demand. Improvements stemming from digitalization, portfolio refinement, and strategic U.S. restructuring, should drive operating margins to 7% within three years. End-market recoveries in construction and automation, and easier solar comps should support growth into 2026, despite some concerns over overheated data center capex.
Rexel S.A. (RXEEY) Q3 2025 Sales Call Transcript
Rexel S.A. (OTCPK:RXEEY) Q3 2025 Sales Call October 15, 2025 2:00 AM EDT Company Participants Guillaume Jean Texier - CEO & Director Laurent Delabarre - Group Chief Financial Officer - Leading the China & India Cluster Conference Call Participants Martin Wilkie - Citigroup Inc., Research Division Daniela Costa - Goldman Sachs Group, Inc., Research Division William Mackie - Kepler Cheuvreux, Research Division George Featherstone - Barclays Bank PLC, Research Division Delphine Brault - ODDO BHF Corporate & Markets, Research Division Andre Kukhnin - UBS Investment Bank, Research Division Ben Uglow Miguel Nabeiro Ensinas Serra Borrega - BNP Paribas Exane, Research Division Eric Lemarié - CIC Market Solutions, Research Division Presentation Operator Good morning. This is the conference operator.
Rexel S.A. (RXLSF) Q2 2025 Earnings Call Transcript
Rexel S.A. (OTCPK:RXLSF) Q2 2025 Earnings Conference Call July 28, 2025 12:00 PM ET Company Participants Guillaume Jean Philippe Texier - CEO & Director Laurent Delabarre - Group Chief Financial Officer—Leading the China & India Cluster Conference Call Participants Akash Gupta - JPMorgan Chase & Co, Research Division Andre Kukhnin - UBS Investment Bank, Research Division Eric A. Lemarie - CIC Market Solutions, Research Division George Featherstone - Barclays Bank PLC, Research Division Marianne Bulot - BofA Securities, Research Division Martin Wilkie - Citigroup Inc., Research Division Max R.
Rexel S.A. (RXLSF) Q4 2024 Earnings Call Transcript
Rexel S.A. (OTCPK:RXLSF) Q4 2024 Earnings Conference Call February 12, 2025 12:00 PM ET Company Participants Guillaume Texier – Chief Executive Officer Laurent Delabarre – Chief Financial Officer Conference Call Participants Martin Wilkie – Citi Alexander Virgo – Bank of America Daniela Costa – Goldman Sachs Akash Gupta – JPMorgan Max Yates – Morgan Stanley George Featherstone – Barclays Eric Lemarié – CIC Miguel Borrega – BNP Paribas Exane Operator Good evening. This is the conference operator.
Rexel SA Facing Challenges, But The Macro Environment Should Be Near The Bottom
Rexel SA is dealing with macro challenges, including weaker construction and industrial end markets, but has made significant business improvements over the past five years. Margins have declined in 2024, but ongoing self-help efforts, improved volumes on macro recoveries, and long-term electrification trends should drive margin expansion in the coming years. Rexel's diversification, digitalization, and scaling efforts position it well for future growth in electrification markets, despite current headwinds.
Exclusive: Rexel rebuffed an around $9.2 billion offer from QXO, sources say
Building products distribution company QXO , led by billionaire Brad Jacobs, recently made an all-cash offer of around $9.2 billion to acquire France's Rexel , sources with knowledge of the matter said.
Rexel S.A. (RXLSF) Q2 2024 Earnings Call Transcript
Rexel S.A. (OTCPK:RXLSF) Q2 2024 Earnings Conference Call July 30, 2024 2:00 AM ET Company Participants Guillaume Texier - Group CEO Laurent Delabarre - Group CFO Conference Call Participants Martin Wilkie - Citi Daniela Costa - Goldman Sachs Akash Gupta - JPMorgan Alexander Virgo - Bank of America Philip Buller - Berenberg Delphine Brault - Oddo Andre Kukhnin - UBS Eric Lemarie - CIC William Mackie - Kepler Cheuvreux Miguel Borrega - BNP Paribas Operator Good morning. This is the conference operator.
Rexel S.A.: Executing Well Through Challenging End-Market Trends
Rexel S.A. has been outperforming most of its end-markets, but faces notable challenges in non-residential construction and industrial automation markets. Management is looking to the next stage of the company's evolution, including expansion into medium-voltage products and components more leveraged to the data center, grid, and automation markets. Despite near-term concerns, Rexel has ample opportunities in existing target electrification markets (EV charging, solar, automation, heat pumps) and is positioned to leverage long-term growth in electrification and automation.
