Brembo (BRE) Q2 2026 earnings summary

Executive summary

• H1 2026 revenues reached €1,920.4 million, up 2.1% year-over-year, with growth in motorbike (+10%) and commercial vehicle (+8.1%) applications, while racing declined (-1.3%).

• Net profit for H1 2026 was €117.6 million, up 20.1% year-over-year, with EPS rising to €0.37.

• EBITDA margin for H1 2026 was 16.5%, with EBITDA at €316.7 million and EBIT at €175.7 million.

• Sensify™ entered large-scale production and new joint ventures were signed in China and India.

• The AGM approved a €0.30 per share dividend and authorized a share buyback program up to €180 million.

Financial highlights

• Q2 2026 EBITDA was €162.0 million (16.5% margin), up 9.8% year-over-year; EBIT was €89.8 million, up 13.7%.

• H1 2026 EBITDA was €316.7 million (16.5% margin), up 5.2% year-over-year; EBIT was €175.7 million, up 8.2%.

• Net financial debt at 30 June 2026 was €798.6 million, up from €719.2 million at year-end 2025.

• Investments totaled €132.5 million in H1 2026, focused on operations, R&D, and key regions.

• Employees at period-end: 16,606, up from 16,059 in June 2025.

Outlook and guidance

• FY 2026 revenue growth expected at about 5% at constant exchange rates, with EBITDA margin at approximately 16.5%.

• Investments planned at €350 million; net financial debt expected below €700 million.

• Guidance may be updated due to ongoing geopolitical and macroeconomic volatility.