Abstract

Nomad will report its quarterly results on February 26, 2026, Pre-Market, with consensus pointing to slightly lower revenue versus last year and modest EPS growth.

Market Forecast

For the current quarter, Nomad’s management and market models suggest revenue of $776.84 million (down 1.44% year over year), EBIT of $103.93 million (up 2.70% year over year), and adjusted EPS of $0.43 (up 14.31% year over year). Forecasts for gross margin and net profit margin are not disclosed in the collected data. Highlights indicate a stable core sales base with targeted efficiency gains supporting EBIT and EPS even as top-line trends soften. No segment revenue breakdown was available in the collected period; a segment-level forecast is therefore omitted.

Last Quarter Review

Nomad reported revenue of $752.40 million (down 2.24% year over year), a gross profit margin of 27.57%, GAAP net profit attributable to the parent company of $57.60 million, a net profit margin of 7.66%, and adjusted EPS of $0.49 (down 10.91% year over year). One notable highlight was disciplined cost control that helped sustain a mid-to-high-20s gross margin despite revenue pressure. Details of main business performance by segment were not available in the collected data; segment highlights are therefore omitted.

Current Quarter Outlook

Main Business Trajectory

The core sales base is projected to edge lower year over year, with revenue forecast at $776.84 million (down 1.44%). This mild decline implies ongoing volume or pricing pressure in certain categories, balanced by resilience in others. Despite revenue softness, EBIT is forecast to rise 2.70%, signaling that mix, pricing optimization, and operating discipline could offset top-line headwinds. Gross margin guidance was not provided, but last quarter’s 27.57% baseline frames expectations for stable-to-slightly improving unit economics if input costs and logistics remain manageable. On the income line, the projected adjusted EPS of $0.43 reflects efficiency gains and possible lower interest or tax drag, though the lack of disclosed gross margin guidance means investors should watch the degree of EBIT conversion into earnings this quarter.

Most Promising Business Dynamics

While no segment-level data was available, the pattern inferred from the forecast—EBIT up 2.70% and EPS up 14.31% against a 1.44% revenue decline—suggests that the company’s higher-margin activities and commercial optimization are the near-term growth drivers. If the mix continues to tilt toward categories with better price realization and improved supply-chain efficiency, EPS could outpace sales changes this quarter. Execution on procurement and manufacturing productivity appears central to lifting EBIT, given the last quarter’s 27.57% gross margin baseline. As a result, the most promising dynamic for this quarter likely lies in internal cost improvements and SKU-level mix upgrades rather than a broad-based volume expansion.

Factors Most Likely to Impact the Stock Price This Quarter

The first key factor is the top-line trend relative to guidance: with revenue projected down 1.44% year over year, any deviation, positive or negative, will be closely reflected in share price performance. The second factor is margin quality: investors will focus on whether gross margin can hold around the prior quarter’s 27.57% level or improve, validating the EBIT increase and EPS resilience. The third factor is earnings conversion and cash metrics; the forecast EPS growth of 14.31% despite softer sales hinges on efficient cost discipline and stable overhead, so commentary on input prices, supply chain, and promotional intensity will carry weight. Finally, management’s tone on pricing and innovation cadence will matter for the sustainability of EBIT growth beyond the quarter.

Analyst Opinions

Across the limited accessible views during the specified window, the prevailing stance is cautious rather than outright bullish. The majority perspective anticipates modest EPS improvement supported by cost actions, balanced against a mild revenue decline and potential margin variability. Analysts emphasize that a slight year-over-year sales contraction, combined with an EBIT increase of 2.70%, puts scrutiny on operational execution and price/mix to sustain earnings quality. In this context, the cautious camp expects Nomad’s Pre-Market print on February 26, 2026 to show resilience at the earnings line but restrained revenue expansion, with attention focused on whether gross margin can remain near the last quarter’s 27.57% and whether the net profit margin trends can improve from 7.66% without additional pricing support.