Loomis AB (publ) (LOOMIS)
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Bull
Bear
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Signal
HOLD
Sentiment
7/10
Risk
5/10
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Loomis AB (publ) is a global provider of cash-in-transit and cash management services, including ATM services, vault services, and automated cash solutions (e.g., SafePoint). The company is profitable with strong cash generation and grows organically and through acquisitions, while facing long-te...
Exchange
Nasdaq Stockholm
Type
Industrials
Sector
Cash handling and security services
Market Cap
$3.1B
Market sentiment
Overall sentiment is **neutral to positive**, centered on profitability, cash generation, dividends and buybacks, with ongoing debate about long-term cash decline and the CFO transition.
Why HOLD ?
Post Q1, operating momentum is clearly stronger (margin/cash flow), but the Hermes deal adds integration and leverage risk and increases exposure to Latin America. Overall this supports moving from 'review' to 'hold' until there is more clarity on financing, closing and early integration indicators ahead of Q2.
- Hold/wait: consider adding only if (1) Hermes closes on the communicated terms and (2) Q2 confirms margin strength and net debt/EBITDA trends back toward <2.0x as guided; otherwise keep the position unchanged.
Recent News
- Loomis reported Q1 2026 with revenue of ~SEK 7.5bn, organic growth of 5.9% (currency-adjusted 9.3%) and an EBITA margin of 12.6% (+1 pp YoY) alongside strong operating cash flow. The AGM approved a regular dividend of SEK 15 and an extra dividend of SEK 5 (paid 13 May; ex-date in early May). The company also announced the intended acquisition of Hermes Transportes Blindados in Peru (EV ~SEK 4bn, 6.6x EBITDA), funded via a bridge facility with expected completion in Q3 2026; S&P affirmed the BBB rating while flagging temporarily higher leverage. SBTi validated Loomis’ climate targets (Scopes 1–3).
Bull case
- **Strong momentum** from record margins and cash flow in recent reporting
- **Large proposed dividend** and share buybacks may support the share price
- Moderate leverage (net debt/EBITDA **
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Bear case
- **Mechanical price drop** around the dividend ex-date
- **CFO resignation** may create near-term uncertainty
- FX headwinds can weigh on reported growth
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Catalysts
15 Aug 2026 — New CFO (expected appointment)
Dilution Risk
Assessment: Low
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The information on this page does not constitute investment advice. AI-generated analyses may contain errors. Always conduct your own research before making investment decisions. Firelda.ai is not responsible for any potential losses.