Stadler 2025 financial results show sales and backlog growth

According to Stadler, Stadler 2025 financial results showed higher sales and improved profitability. Revenue rose 13% to CHF 3.7 billion. The EBIT margin reached 4.4%, from 3.1% in 2024.

Stadler 2025 financial results and order backlog

Net profit nearly doubled during the year. It increased to CHF 100.7 million from CHF 55 million in 2024. Meanwhile, order intake came to CHF 6.1 billion in 2025. That was down from CHF 6.4 billion a year earlier. The Stadler order backlog rose to CHF 32 billion. It stood at CHF 29.2 billion at the end of 2024.

The company said severe flooding hit Valencia in late October 2024. It said the flooding caused major disruption to production and supply chains. The company also said this led to CHF 350 million in lost revenue for 2025. In addition, Stadler introduced recovery measures in 2025. These included rebuilding supply chains and adjusting production processes. The company said those steps contributed to improvements in the second half of the year. Still, it expects the effects of the flooding to continue until 2027.

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Valencia flooding impact and Berlin efficiency improvement programme

Stadler launched a new efficiency improvement programme at its Berlin site. The company said this was in response to the economic situation in Germany. Also, it said the programme has started to improve overall results. The company also said a new collective agreement with the IG Metall trade union improved competitiveness. It did so by raising employee working hours from 38 to 40 hours a week.

At the same time, the stronger Swiss franc increased pressure on the country’s export industry. It also reduced Stadler’s consolidated sales by more than CHF 50 million. Higher labour costs also remained a challenge for the company’s operations.

Separately, Stadler brought its own aluminium welding shop into operation in late September 2025. It is for car bodies at its Salt Lake City plant. This increased the local value share in the United States.

Stadler 2026 sales forecast and market milestones

As reported by Railway News, 2025 included several contracts and product milestones. For example, Stadler signed a contract with Nederlandse Spoorwegen for 36 FLIRT commuter trains. It also unveiled the first ORION multiple-unit train fitted with the “v+” gear brake system. In addition, Ferrovia Circumetnea in Italy ordered two custom hydrogen-powered trains. Stadler also won a EUR 50 million contract in Bergen, Norway. It covers a customised signalling solution. Another order came from Kölner Verkehrs-Betriebe. It covers 132 high-floor light rail vehicles worth about EUR 700 million.

Looking ahead, Stadler said it expects sales to rise above CHF 5 billion in 2026. It also expects an EBIT margin of more than 5%. Over the medium term, it projects an EBIT margin of 6-8%. It also projects stable sales above CHF 5 billion.

Meanwhile, the company said it expects an order for up to 1,500 metro cars from Berliner Verkehrsbetriebe by the end of December 2026. It also expects an additional order from S-Bahn Berlin for more than 350 trains.

For the 2025 financial year, the Board of Directors plans to propose a dividend of CHF 50 million, or CHF 0.50 per share. That compares with CHF 20 million, or CHF 0.20 per share, in 2024.

Group CEO Markus Bernsteiner said:

“Our efforts following the environmental disasters are beginning to bear fruit. The combination of a very solid order backlog, more stable supply chains and the consistent efficiency improvement programme is showing its effectiveness.

We expect significantly higher sales and EBIT in 2026.”

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