OPmobility shares rose over 3% despite missing revenue forecasts due to stronger margins
Operating margin expanded to 4.7% from 4.1%, beating expectations by 9%
Net income increased 36% year-on-year to €95 million, above consensus
Company expects further improvements in 2026 across key financial metrics
CEO Félicie Burelle confirmed for another three-year term
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OPmobility shares rose more than 3% on February 25, 2026, after the auto supplier reported stronger-than-expected second-half margins and cash flow that offset slightly lower-than-forecast revenue for the latter half of 2025. The company's group revenue reached €4.88 billion for the second half of 2025, down 4% year-on-year and approximately 1% below market consensus, with declines primarily in Exterior & Lighting and Modules divisions. Despite this revenue shortfall, OPmobility's operating margin reached €230 million, about 9% above consensus expectations, expanding to 4.7% from 4.1% in the previous year. This roughly 65-basis-point improvement was supported by accelerated cost reduction initiatives across the company's various divisions. Financial results showed net income at €95 million, 6% above consensus and up 36% year-on-year, while free cash flow reached €132 million, about 20% ahead of expectations due to controlled investment levels. The company proposed a dividend of €0.49 per share and announced that Félicie Burelle would continue as chief executive with a three-year renewal to be proposed at the annual general meeting in April. Management also reiterated expectations for year-on-year improvements in operating margin, net result, free cash flow, and net debt in 2026 compared to 2025.
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Financial Performance, Corporate Strategy, Industry Outlook
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Nvidia, Salesforce earnings loom large - what’s moving markets AMD stock surges 14% on Meta AI partnership deal Bitcoin slips, wipes out 50% from October record high at session low Wall Street ends higher on tech rebound ahead of State of the Union address (South Africa Philippines Nigeria) OPmobility climbs after margin beat offsets soft sales By Vahid Karaahmetovic Author Vahid Karaahmetovic Earnings Published 02/25/2026, 03:53 AM OPmobility climbs after margin beat offsets soft sales 0 OPM 4.02% 012330 3.64% Investing.com -- OPmobility shares rose more than 3% after the auto supplier reported stronger-than-expected second-half margins and cash flow, while revenue came in slightly below market forecasts. Get timely alerts on market-moving news with InvestingPro For the second half of 2025, group revenue was €4.88 billion, down 4% year on year and about 1% below company-compiled consensus. The shortfall was driven mainly by declines in Exterior & Lighting and Modules. Group operating margin reached €230 million, about 9% ahead of consensus, with margin expanding to 4.7% from 4.1% a year earlier and above the 4.3% expected level. The roughly 65-basis-point improvement was supported by accelerated cost actions across divisions. "Strong margins offset lower revenues," Morgan Stanley analyst Javier Martinez de Olcoz Cerdan commented on the report. Net income came in at €95 million, 6% above consensus and up 36% year on year, while free cash flow reached €132 million, about 20% ahead of expectations on controlled investments. The company proposed a dividend of €0.49 per share. On a full-year basis, economic revenue including joint ventures grew 1.7% on a like-for-like basis, implying about 2.3 percentage points of underperformance versus global automotive production growth of 4%. The group continued to gain share in Europe and Asia excluding China but lagged in China and North America. Looking ahead, management r...
