NYSE$STVN

Stevanato Group S.p.A. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Stevanato tops Q3 views as high-value syringes drive BDS growth and margins expand

Stevanato Group reported third-quarter 2025 revenue of €303.2 million, up 9% year over year (11% constant currency), beating expectations as roughly €10 million of Biopharmaceutical & Diagnostic Solutions shipments pulled forward from Q4. BDS revenue rose 14% to €266.7 million on a 47% jump in high-value solutions, while Engineering fell 19% to €36.4 million amid slower order conversion. Adjusted operating margin expanded 220 bps to 18.5% and adjusted EBITDA reached €77.8 million (25.7% margin). Net profit was €36.1 million (€0.13 diluted EPS; adjusted EPS €0.14). Management reaffirmed full-year revenue guidance of €1.16–1.19 billion with adjusted EBITDA of €288.5–301.8 million.

  • Revenue grew 9% to €303.2M with BDS up 14% to €266.7M, helped by ~€10M of shipments pulled into Q3 from Q4
  • High-value solutions surged 47% to €147.9M and reached 55% of BDS revenue; adjusted EBITDA margin improved 280 bps to 25.7%
  • Engineering revenue fell 19% to €36.4M as glass conversion and assembly line demand remained soft
  • Net profit totaled €36.1M (adjusted €38.5M); adjusted diluted EPS rose 17% to €0.14
  • FY25 guidance maintained: revenue €1.160–1.190B, adjusted EBITDA €288.5–301.8M, adjusted EPS €0.50–0.54

Headline financials

Total Revenue

€303M

Previous: €305M-0.7%
EPS (adj)

€0.14

Previous: €0.13+7.7%
Adjusted EBITDA

€77.8M

No prior period
Free cash flow (quarter)

€260K

No prior period
High-value solutions revenue

€148M

No prior period
Net Income

€36.1M

Previous: €33M+9.5%
Operating Income

€52.8M

Previous: €43.7M+20.8%

Revenue & EPS history

Stevanato Group · Revenue · Quarterly

€303M

Q3 2025-0.7%vs Q3 2024
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Stevanato Group · €303M total across 2 segments · Q3 2025

  • Biopharmaceutical and Diagnostic Solutions
    €267M
  • Engineering
    €36.4M

Forward guidance

Full-year 2025 guidance unchanged: revenue €1.160–1.190 billion, adjusted EBITDA €288.5–301.8 million, and adjusted diluted EPS €0.50–0.54, with high-value solutions now expected at 43–44% of total revenue.

Tailwinds

  • High-value solutions mix trending above prior 40–42% assumption
  • BDS momentum and margin expansion support FY targets

Headwinds

  • Engineering segment recovery taking longer than anticipated
  • FX translation headwind widened to ~€15–16M for the full year

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+1.4%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+3.0%

Avg return

30 days after

58%

11 / 19 earnings

Positive

+22.3%

Q2 2021

Best reaction

-18.9%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+10.0%+1.9%-10.3%
Q3 2025-1.7%-3.3%-11.6%
Q2 2025-9.6%-7.6%-9.9%
Q1 2025+2.9%+12.0%+8.9%
Q4 2024+8.6%+8.8%+10.5%
Q3 2024+16.4%+12.4%+3.9%
Q2 2024+4.4%+8.5%+13.8%
Q1 2024-18.9%-20.7%-30.8%
Q4 2023-11.3%-14.1%-12.4%
Q3 2023-5.9%-2.5%-3.5%
Q2 2023+2.5%+5.6%+6.3%
Q1 2023-3.3%-1.5%+2.6%
Q4 2022+13.7%+5.2%+16.0%
Q3 2022+0.4%+9.1%+18.0%
Q2 2022+4.6%-3.4%-5.9%
Q1 2022+0.7%+8.7%+11.2%
Q4 2021-1.4%-4.2%+21.9%
Q3 2021-8.7%-11.2%-4.8%
Q2 2021+22.3%+27.0%+33.8%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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