Schindler Holding AG
SIX:SCHP

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Schindler Holding AG Logo
Schindler Holding AG
SIX:SCHP
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Price: 290 CHF 0.76% Market Closed
Market Cap: 31.2B CHF

Schindler Holding AG
Investor Relations

Nestled in the scenic landscapes of Switzerland, Schindler Holding AG has carved an indelible niche in the vertical transportation industry. Founded in 1874 by Robert Schindler, the company began its journey with a focus on building machinery, plumbing, and office supplies, but quickly evolved to specialize in elevators, escalators, and moving walkways. With a foundation built on precision engineering and a reputation for reliability, Schindler scaled new heights by intertwining technological advancements with sleek designs, offering mobility solutions that seamlessly blend into the architectural tapestry of modern cities. Operating across more than 100 countries, Schindler's widespread presence underscores its importance in not just getting people where they need to go, but doing so with safety and efficiency.

At the heart of Schindler's business model is its dedication to innovation and sustainability. The company's offerings extend beyond just manufacturing; it is deeply involved in the installation, maintenance, and modernization of its products. These services ensure a consistent revenue stream while reinforcing customer loyalty and trust. Schindler leverages digital technology, such as predictive maintenance and smart analytics, to optimize its operations, ensuring elevators and escalators are not just cost-effective and environmentally conscious, but also resilient in meeting the demands of burgeoning urbanization. Such strategic initiatives have enabled Schindler to not only contribute significantly to the growth of urban landscapes, but also to secure its standing as a pivotal player in the global transportation ecosystem.

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SCHP
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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 24, 2025
AI Summary
Q3 2025

Revenue: Revenue declined 0.5% in Q3, with year-to-date revenue up 0.8%. Full-year 2025 revenue guidance reaffirmed for very low single-digit growth.

Margins: Operating margin reached 13% in Q3, up 130 basis points year-on-year. Full-year EBIT margin guidance raised to 12.5% from 12%.

Modernization: Modernization orders grew 16.4% in Q3, with China up over 50% and year-to-date up close to 40%. Backlog and revenue from modernization expected to accelerate.

China Market: New installation orders in China fell over 30% in Q3, driving a double-digit group decline in new installation orders. Pricing discipline remains a key strategy.

Service Business: Service portfolio continues to grow, especially in Asia Pacific. Americas saw a slight decrease due to more selective contract recaptures and slower conversions.

Efficiency Initiatives: Margin and profit growth were driven by ongoing efficiency programs in procurement, SG&A, and operational improvements.

Tariffs: U.S. tariff costs now estimated at CHF 35 million for the year, with potential for further impact if new tariffs are implemented. Mitigating actions underway.

Key Financials
Operating Margin
13%
Net Profit
CHF 265 million in Q3; CHF 796 million year-to-date
Net Profit Margin
9.9% in Q3; 9.8% year-to-date
Operating Cash Flow
CHF 967 million year-to-date
Modernization Order Intake
Up 16.4% in Q3
Modernization Order Intake China
Up over 50% in Q3; up close to 40% year-to-date
New Installation Orders China
Down over 30% in Q3
Backlog
Up 1.5% YoY in local currency
Modernization Business Share Standardized Packages
17%
Other Earnings Calls

Management

Mr. Silvio Napoli
CEO & Chairman
No Bio Available
Mr. Paolo Compagna
COO & Deputy CEO
No Bio Available
Mr. Gunter Schauble
Head Global Finance & Tax and Director
No Bio Available
Ms. Petra A. Winkler
Executive Director
No Bio Available
Ms. Carla D. F. De Geyseleer
Chief Financial Officer
No Bio Available
Mr. Donato Carparelli
Chief Technology Officer
No Bio Available
Mr. Matteo Attrovio
Chief Information Officer
No Bio Available
Mr. Lars Wauvert Brorson
Head of Investor Relations
No Bio Available
Ms. Nicole Wesch
Head of Corporate Communications & Branding
No Bio Available
Hugo Martinho
Chief of Human Resources & Member of the Group Executive Committee
No Bio Available

Contacts

Address
NIDWALDEN
Hergiswil
Seestrasse 55
Contacts
+41416328550.0
www.schindler.com