Rockwool's 1Q'26 revenues were in line with consensus, though EBIT missed slightly; however, management raised FY26 revenue guidance to 3-6% growth on expected inflation pass-through.
Key Takeaways
- 1.Rockwool raised its FY26 revenue growth guidance to +3-6% (up from +2-4%) following a pre-release of 1Q'26 earnings.
- 2.1Q'26 EBIT margins came in at 13.2%, representing a slight miss (-4%) compared to consensus and Goldman Sachs estimates.
- 3.The company expects to implement additional pricing increases of 6-8% in mid-2026 to offset ongoing cost and logistics inflation.
Table of Contents
- FY26 Guidance - stronger revenues, margins reiterated
- Pricing quantified
- What does it all mean?
- Valuation and risks
- Disclosure Appendix
- Price target and rating history chart(s)
- Target price history table(s)
- Regulatory disclosures
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Authors
Ben Rada MartinNatasha PhillipsPatrick Creuset
Securities
ROCKb.CO
Themes
Inflation Pass-ThroughPricing Power in Building Materials
Regions
EuropeDenmark