EURONEXT-AMS$PHG

Koninklijke Philips N.V. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Comparable sales up 3% as adjusted EBITA margin expands 50 bps to 12.3%

Royal Philips reported Q3 2025 group sales of €4.3 billion with 3% comparable sales growth and 8% comparable order intake growth. Income from operations was €330 million and adjusted EBITA increased to €531 million, lifting the margin 50 basis points to 12.3%. Net income was €187 million with diluted EPS of €0.19 and adjusted diluted EPS from continuing operations of €0.36. Free cash flow was €172 million and productivity savings reached €222 million in the quarter. All three segments grew comparably—Personal Health up 11%, Connected Care up 5%, Diagnosis & Treatment up 1%—and Philips reiterated full-year 2025 guidance with adjusted EBITA margin now expected toward the upper end of the 11.3–11.8% range.

  • Group sales €4.30B with 3% comparable growth and 8% comparable order intake growth
  • Adjusted EBITA €531M; margin expanded 50 bps to 12.3%
  • Net income €187M; adjusted diluted EPS €0.36 from continuing operations
  • Free cash flow €172M; €222M productivity savings in the quarter
  • Full-year adjusted EBITA margin outlook now toward upper end of 11.3–11.8% range

Headline financials

Total Revenue

€4.3B

Previous: €4.81B-10.6%
EPS (adj)

€0.36

Previous: €0.35+2.9%
Comparable Sales Growth

3.0%

No prior period
Comparable Order Intake Growth

8.0%

No prior period
Adjusted EBITA Margin

12.3%

No prior period
Productivity Savings

€222M

No prior period
Free Cash Flow

€172M

No prior period
Net Income

€187M

No prior period
Operating Income

€330M

No prior period
Gross Profit

€1.91B

No prior period
Cash & Equivalents

€1.91B

No prior period

Revenue & EPS history

Philips · Revenue · Quarterly

€4.3B

Q3 2025-10.6%vs Q3 2024
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

Philips reiterated 2025 outlook for comparable sales growth of 1–3%, adjusted EBITA margin of 11.3–11.8% (now toward the upper end), and free cash flow of €0.2–0.4 billion.

Tailwinds

  • Order intake and North America momentum support second-half execution
  • Productivity program on track for €800M savings in 2025

Headwinds

  • Tariffs weighed on segment margins, especially Diagnosis & Treatment
  • Respironics-related charges and quality actions remain a drag

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.5%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.4%

Avg return

30 days after

58%

36 / 62 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
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%
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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