Essity reports Q3 profit decline while Essity B stock stands at EUR 24.85

Published on 10/23/2026 at 10:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Essity reported SEK 36.06 billion in Q3 sales, up 4.10 percent year over year. Essity B stock costs EUR 24.85 on October 23, 2026.

Margin pressure shapes Essity

Essity's third-quarter revenue reached SEK 36.06 billion on October 22, 2026.
Adjusted EBITA margin fell to 13.10 percent in the third quarter of 2026.
Essity B stock trades at EUR 24.85 at 10:07 a.m. CEST at Lang & Schwarz on October 23, 2026.
Pareto Securities cut its target to SEK 270.00 on October 23, 2026.
Essity's next full-year report is scheduled for January 21, 2027.

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Essity B stock (ISIN SE0009922164) was trading at EUR 24.85 at Lang & Schwarz on October 23, 2026 at 10:07 a.m. CEST. The company reported third-quarter sales growth but lower profit on October 22, 2026, according to Morningstar.

Sales rise as profit falls

Net sales increased 4.10 percent year over year to SEK 36.06 billion in the third quarter of 2026, while organic sales declined 0.30 percent. Adjusted EBITA fell 6.50 percent to SEK 4.73 billion, and its margin narrowed to 13.10 percent from 14.60 percent, according to MarketScreener.

The profit pressure was visible in the statutory figures. Profit for the period fell to SEK 2.35 billion from SEK 3.36 billion in the third quarter of 2025, while operating cash flow increased to SEK 5.78 billion from SEK 5.32 billion. The contrast gives investors a clear dividing line: cash generation held up, but costs and weak organic demand weighed on earnings.

What does the margin mean for Essity?

The margin decline puts pricing and cost savings at the center of the next phase. Consumer Tissue organic sales fell 3.00 percent in the third quarter, while Personal Care organic sales rose 3.20 percent, showing how uneven the portfolio remains. Essity also agreed to acquire Kenvue's feminine care business in Brazil for USD 284.00 million, with completion expected in the second quarter of 2027, according to the company report carried by Morningstar.

Three dates frame the story

On August 19, 2026, Essity announced the USD 284.00 million Brazil acquisition. On September 21, 2026, CFO Fredrik Rystedt announced plans to retire during 2027 after more than nine years in the role. On October 22, 2026, the company reported third-quarter sales of SEK 36.06 billion and operating cash flow of SEK 5.78 billion, according to MarketScreener.

Upcoming reporting dates

Essity's next full-year and fourth-quarter report is scheduled for January 21, 2027. The annual general meeting is scheduled for April 7, 2027, according to the financial calendar published with the report by MarketScreener.

Analyst target moves lower

Pareto Securities cut its target for Essity to SEK 270.00 from SEK 271.00 and retained a Hold rating on October 23, 2026. MarketScreener also listed an average target of SEK 270.20 from 15 analysts, placing the consensus below the October 22 closing price of SEK 276.40 on Nasdaq Stockholm.

Stock price and investor view

For investors, the third-quarter report offers a mixed operating signal: sales expanded through acquisitions and currency effects, while organic growth and adjusted profitability weakened. Essity's ability to turn strong operating cash flow into better organic growth will determine whether the portfolio changes improve returns.

Essity B was trading at EUR 24.85 at Lang & Schwarz on October 23, 2026 at 10:07 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Essity B stock.