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Kardex Holding AG (KRDXF) Q4 2025 Earnings Call Transcript

Seeking Alpha
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⚡ Quantum Brief
Kardex Holding reported record 2025 financials, achieving all-time highs in bookings, net revenues, and EBIT despite geopolitical tensions and trade uncertainties. CEO Jens Hardenacke announced the launch of an accelerated growth strategy in early 2025, aiming to expand market leadership in automated storage solutions. CFO Thomas Reist highlighted strong operational execution, with cost discipline and innovation driving profitability amid challenging macroeconomic conditions. The company emphasized resilience in core markets, including logistics and manufacturing, while noting supply chain stabilization as a key factor in performance. Analysts from UBS and Jefferies participated in the Q&A, probing growth drivers and 2026 outlook, signaling investor interest in Kardex’s strategic direction.
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SA Transcripts158.94K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Kardex Holding AG (KRDXF) Q4 2025 Earnings Call March 12, 2026 9:00 AM EDT Company Participants Alexandre Müller - Investor Relation ProfessionalJens Hardenacke - Chief Executive OfficerThomas Reist - Chief Financial Officer Conference Call Participants Sebastian Vogel - UBS Investment Bank, Research DivisionConstantin Hesse - Jefferies LLC, Research Division Presentation Operator Ladies and gentlemen, welcome to the Kardex Full Year 2025 Results Conference Call and Live Webcast. I'm Vicky, the Chorus Call operator. [Operator Instructions] And the conference is being recorded. The presentation will be followed by a Q&A session. [Operator Instructions] The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Alex Muller, Investor Relations. Please go ahead. Alexandre MüllerInvestor Relation Professional Thank you, Vicky, and good afternoon, ladies and gentlemen. I welcome you to our presentation of the Kardex Annual Results 2025. My name is Alex Muller, I'm responsible for Investor Relations, and I'm joined by Jens Hardenacke, our Group CEO; and Thomas Reist, our Group CFO, who will present final results. I would like to remind you that all the slides from the presentation as well as the press release and the annual report are all on our website. And with that, I would like to hand over to you, Jens. Jens HardenackeChief Executive Officer Thanks a lot, Alex. Yes. Dear ladies and gentlemen, also from my side, a warm welcome to the Kardex Media and Analyst Conference for the year-end results of 2025. Let me start with our key message. We are happy with the full year 2025 results. In a difficult market environment with geopolitical tensions and trade uncertainties, Kardex reached all-time high bookings, net revenues and EBIT numbers. Beginning of 2025, we kicked off the implementation of our accelerated growth strategy. We formulated the target to become

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