Dometic Group AB (publ)
F:D00
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Dometic Group AB (publ)
F:D00
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Earnings Calls
Last Earnings Call
Demand: Dometic said Q2 remained tough, with organic sales down 1% as weaker RV demand in the U.S. and Australia offset strength in Marine, Mobile Cooling, service and aftermarket.
Margins: EBITA margin fell to 12.4% from 14.0% as higher raw material, freight and tariff costs hit the quarter, partly offset by restructuring savings, price increases and tariff refunds.
Cash flow: Free cash flow was a little over SEK 800 million versus SEK 1.3 billion last year, mainly because inventories stayed elevated as the company prepared for factory moves and restructuring.
Restructuring: Management extended the global restructuring program and now expects SEK 150 million of additional annual savings by mid-2027, with SEK 100 million booked in Q2 as restructuring charges.
Outlook: Management sounded cautious on the second half, saying U.S. RV and Australian RV markets are weakening and that price increases are only gradually flowing through to margins.
Segments: Marine and Mobile Cooling both grew organically for the second quarter in a row, while Land Vehicles and Global Ventures remained under pressure.