Q4 2025 Earnings Summary
Metric | YoY Change | Reason |
---|---|---|
Total Revenue | +9% [N/A] | The improvement to $4.0 billion in Q4 2025 suggests a rebound after previous challenges—where Q3 2025 saw a 12% decline due to factors like the AT&M divestiture and adverse foreign exchange effects. |
Industrial Segment | +10% [N/A] | After a 15% decline in Q3 2025 driven by divestiture of the AT&M business and weakening demand in smart meters and climate control, the segment’s recovery to $1.8 billion reflects strategic repositioning and renewed market momentum. |
Energy Segment | –3% [N/A] | The slight decline to $1.2 billion indicates that Energy continues to face softer market conditions, possibly reflecting persistent demand challenges similar to those observed indirectly in prior quarters. |
Renewables Segment | +16% [N/A] | The dramatic growth in Renewables underscores increased investment and market demand in green initiatives, a strategic shift as this segment becomes a more prominent contributor compared to earlier periods when it was less emphasized. |
Americas Region | +7% [N/A] | The 7% growth in the Americas signals modest recovery; this contrasts with earlier volatility seen in North America—where prior pressures in the automotive and industrial segments had been more pronounced [N/A]. |
Asia-Pacific Region | +12% [N/A] | A 12% surge reflects robust performance in key markets like China, echoing earlier quarters where strong demand helped offset declines in other regions, particularly within the automotive vertical. |
Operating Margins | +5 percentage points to 18% [N/A] | Enhanced cost efficiencies—stemming from restructuring progress, lower AT&M expenses, and reduced selling and administrative costs—reversed earlier margin compressions noted in Q3 2024 and Q3 2025. |
Research analysts covering Kimball Electronics Inc.