GEA Group AG

Latest Results (15.11.2025):

In Q1 2025, GEA Group AG delivered solid financial results characterized by continued profitable growth and record-setting performance. The company reported an order intake of EUR1.4 billion with a 3.7% year-over-year increase and sales of EUR1.3 billion (1.4% growth, including 0.9% organic growth). Key profitability indicators also advanced—with EBITDA before restructuring expenses reaching EUR198 million (margin expanding from 14.5% to 15.8%) and return on capital employed hitting a new record of 34.9%—while a completed EUR400 million share buyback program added significant value to shareholders.

Order Intake and Sales

GEA Group AG’s Q1 2025 order intake reached EUR1.4 billion, marking a 3.7% increase year-over-year. Sales achieved EUR1.3 billion, with organic sales growth at 0.9%, partially influenced by the previous year’s composition of large orders that slowed early sales generation.

EBITDA and Profitability

The company’s EBITDA before restructuring expenses rose by EUR18 million to EUR198 million. This resulted in a significant margin expansion to 15.8% from 14.5% in Q1 2024, while the return on capital employed set a new record at 34.9% for the quarter.

Share Buyback Success

GEA Group AG successfully concluded its EUR400 million share buyback program, repurchasing 9.5 million shares at an average price of EUR41.98. With the current stock trading 38% higher than the buyback price, this initiative is estimated to have delivered a value benefit of more than EUR150 million and will reduce the outstanding shares to 162.8 million following cancellation.

Divisional and Market Insights

All divisions contributed positively to the Q1 performance, with notable growth in service sales—which marked an 18th consecutive quarter of organic service sales growth—and strong order intake driven by large orders in various customer industries like Dairy Processing and Dairy Farming. However, new machine sales experienced a slight organic decline, a situation anticipated due to the prior year’s order backlog composition.

Impact of US Tariffs

Despite geopolitical uncertainties, GEA Group AG reported a limited impact from recent US tariff changes. With the majority of tariff-related clauses already integrated into existing customer contracts, any necessary cost increases are passed on to customers, mitigating potential disruptions in business.