EURONEXT-AMS$PHG

Koninklijke Philips N.V. · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

Koninklijke Philips N.V. reported solid Q2 2026 results with 4% comparable sales growth and improved margins driven by a US tariff refund.

Philips delivered group sales of EUR 4.4 billion in Q2 2026, reflecting 4% comparable sales growth across all segments. Income from operations reached EUR 609 million, with adjusted EBITA margin expanding to 16.4% including tariff benefits. The company reiterated its full-year comparable sales growth outlook while raising adjusted EBITA and free cash flow guidance.

  • Group sales EUR 4.36 billion with 4% comparable sales growth; Personal Health led at 8% growth.
  • Adjusted EBITA margin 16.4% (up from 12.4% YoY), boosted by EUR 186 million US tariff refund benefit.
  • Net income EUR 386 million; diluted EPS EUR 0.40 and adjusted EPS EUR 0.49.
  • Free cash flow EUR 222 million; productivity savings EUR 132 million in the quarter.

Headline financials

Total Revenue

€4.96B

Previous: €5.04B-1.7%
EPS (adj)

€0.49

Previous: €0.47+4.3%
Comparable order intake growth

-1.0%

No prior period
Adjusted EBITA margin

16.4%

No prior period
Productivity savings

€132M

No prior period
Comparable sales growth

4.0%

No prior period
Net Income

€439M

Previous: €469M-6.4%
Operating Income

€692M

Previous: €469M+47.7%

Revenue & EPS history

Philips · Revenue · Quarterly

€4.96B

Q2 2026-1.7%vs Q2 2025
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

Philips · €4.16B total across 3 segments · Q3 2025

  • Diagnosis & Treatment
    €2.08B
  • Connected Care
    €1.2B
  • Personal Health
    €883M

Forward guidance

Full-year 2026 comparable sales growth outlook reiterated at 3%-4.5%; adjusted EBITA margin raised to 13.5%-14.0% and free cash flow to EUR 1.5-1.7 billion to reflect US tariff refund.

Tailwinds

  • Strong segment growth and innovation launches
  • Productivity program on track for EUR 1.5 billion savings

Headwinds

  • Comparable order intake declined 1% due to timing of large orders
  • Macro uncertainty including tariffs and inflation

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.7%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.1%

Avg return

30 days after

59%

37 / 63 earnings

Positive

+26.0%

Q1 2024

Best reaction

-15.3%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+2.8%-19.7%-16.1%
Q4 2025+11.1%+5.5%-4.6%
Q3 2025+3.4%+3.5%-2.0%
Q2 2025+7.2%+3.1%+7.5%
Q4 2024-11.6%-8.2%-10.0%
Q3 2024-15.3%-16.4%-14.3%
Q2 2024+13.2%+10.6%+19.1%
Q1 2024+26.0%+27.3%+29.3%
Q3 2023+3.1%+1.4%+16.1%
Q2 2023-6.8%-9.4%-3.7%
Q1 2023+10.2%+11.0%+2.4%
Q4 2022+0.8%+4.2%-5.2%
Q3 2022-0.6%-3.3%+9.3%
Q2 2022-3.5%-6.3%-19.8%
Q1 2022-14.3%-15.0%-18.4%
Q4 2021+0.1%-1.5%+3.0%
Q3 2021+0.8%+7.9%-7.3%
Q2 2021-5.1%-4.0%-6.0%
Q1 2021-6.3%-7.3%-6.4%
Q4 2020+4.2%-2.3%+1.4%
Q3 2020+4.8%+2.6%+6.2%
Q2 2020+4.4%+4.0%+3.8%
Q1 2020+2.0%+5.1%+9.8%
Q4 2019-2.9%-0.7%+10.5%
Q3 2019-2.5%-7.5%-14.8%
Q2 2019+8.7%-0.3%-4.3%
Q1 2019+6.1%+3.0%+10.0%
Q4 2018+3.5%-1.3%-0.4%
Q3 2018-9.0%-9.1%-7.3%
Q2 2018-0.5%+3.2%+1.6%
Q1 2018+4.0%+5.3%+4.1%
Q4 2017-2.5%-5.4%-9.2%
Q3 2017-3.4%-2.1%-5.7%
Q2 2017+5.3%+5.1%+4.9%
Q1 2017+6.2%+5.4%+8.5%
Q4 2016-1.1%-1.4%-1.4%
Q3 2016+4.2%+6.2%+3.7%
Q2 2016+2.4%+1.8%+11.3%
Q1 2016-2.2%
Q4 2015+6.2%
Q3 2015+0.5%
Q2 2015+5.1%
Q1 2015-3.8%
Q4 2014-7.6%
Q3 2014-1.6%
Q2 2014+4.1%
Q1 2014-6.5%
Q4 2013-2.7%
Q3 2013+6.2%
Q2 2013+1.6%
Q1 2013-0.5%
Q4 2012-3.3%
Q3 2012+0.3%
Q2 2012+1.2%
Q1 2012-1.0%
Q4 2011+0.1%
Q3 2011-9.6%
Q2 2011+4.7%
Q1 2011+1.2%
Q4 2010-0.9%
Q3 2010+0.5%
Q2 2010+0.5%
Q1 2010+2.7%

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