

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.

Fuchs ETR: FPE3 reported higher sales and earnings for the first half of 2026, citing strong demand, broad-based volume growth and its ability to supply customers amid raw-material shortages. The lubricant supplier also raised its full-year EBIT outlook while cautioning that some of the first-half sales momentum was temporary.

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 SE (FUPBY) Analyst/Investor Day Transcript

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.
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