EURONEXT-AMS$PHG

Koninklijke Philips N.V. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Philips delivered strong sales growth, margin expansion and solid cash flow in the fourth quarter of 2025.

In Q4 2025, Philips reported solid revenue growth across all segments, strong profitability with a meaningful increase in operating income, and robust cash generation.

  • Q4 revenue grew with positive performance across all business segments.
  • Operating income increased sharply year over year, supported by higher gross margins and productivity.
  • Adjusted EBITA margin expanded significantly in the quarter.
  • Free cash flow generation was strong, strengthening the balance sheet.

Headline financials

Total Revenue

$5.99B

Previous: $5.24B+14.3%
EPS (adj)

$0.71

Previous: $0.53+34.0%
Adjusted EBITA margin

15.1%

Previous: 13.5%+11.9%
Operating cash flow

$1.63B

Previous: $1.46B+12.0%
Net Income

$466M

Previous: -$335M+239.2%
Operating Income

$635M

Previous: $199M+218.8%
Gross Profit

$2.69B

Previous: $1.96B+37.0%

Revenue & EPS history

Philips · Revenue · Quarterly

$5.99B

Q4 2025+14.3%vs Q4 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 expects continued growth, margin improvement and solid cash flow generation in 2026.

Tailwinds

  • Comparable sales growth expected to be between 3% and 4.5% in 2026.
  • Adjusted EBITA margin expected to improve further.
  • Strong free cash flow outlook for 2026.
  • Ongoing productivity initiatives to support profitability.
  • Innovation pipeline expected to support long-term growth.

Headwinds

  • Macroeconomic uncertainty may affect demand.
  • Tariffs could continue to pressure margins.
  • Regulatory and legal risks remain, including Respironics-related matters.
  • Currency volatility may impact reported results.
  • Geopolitical risks could affect supply chains.

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 Q4 2025

Historical avgQ4 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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