Financial Data and Key Metrics Changes - The company reported a 36% year-over-year growth in product orders, with gross margin expanding by 20 basis points year-over-year and 140 basis points sequentially [5][21][22] - Positive free cash flow of €6,000,000 was generated in Q1, marking the best first quarter in the company's history [6][22] - The product backlog increased to approximately $900,000,000, up from $800,000,000 at year-end [20][44] Business Line Data and Key Metrics Changes - Banking orders were up approximately 50% year-over-year, with revenue increasing by $9,000,000 year-over-year, excluding FX impacts [24][25] - Retail product revenue showed signs of stabilization, with order entry up approximately 10% [25][26] - The company is seeing strong adoption of cash recycling technology, particularly in Europe and Latin America [41][60] Market Data and Key Metrics Changes - The company operates in a combined CHF 32,000,000,000 total addressable market for banking and retail [9] - The macro environment continues to impact retail product revenue, but there are signs of recovery expected in the second half of the year [25][30] - The company has a strong pipeline in North America, with several new customers conducting proof of concepts and pilots [61] Company Strategy and Development Direction - The company is focused on a three-year growth acceleration plan aimed at delivering mid-single-digit annual revenue growth and double-digit adjusted EBITDA growth by 2027 [11][30] - The strategy includes capturing secular tailwinds in banking and retail, improving profitability through lean operations, and increasing cash generation [9][10] - The company is committed to maintaining a fortress balance sheet and returning capital to shareholders through share repurchase programs [6][33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the 2025 financial guidance despite potential tariff impacts, estimating a gross impact of approximately $20,000,000 [28][30] - The geopolitical backdrop and new tariff policies are being monitored, with mitigation strategies in place to offset potential impacts [7][29] - Management remains optimistic about the demand for self-service and automation solutions in both banking and retail sectors [9][35] Other Important Information - The company is implementing Oracle Field Services combined with its AllConnect Data Engine Analytics platform to enhance customer support [15] - The company has over $635,000,000 in liquidity, with a net leverage ratio of 1.5 times [33] - The company is focused on operational efficiencies and cultural transformation to improve service delivery [18][19] Q&A Session Summary Question: Can you talk about the drivers behind the impressive backlog growth? - Management noted strong banking cash recycling adoption and improved retail self-service activity as key drivers supporting revenue growth [41][44] Question: Have customers accelerated their order rates due to tariff uncertainties? - Management clarified that tariffs were announced after Q1 ended, and the strength of the business drove higher orders during the quarter [44][45] Question: Can you provide details on the foreign exchange expense? - Management explained that the $18,500,000 foreign exchange expense was a non-cash, non-operational impact tied to intercompany loans affected by currency fluctuations [46][47] Question: Can you provide granularity on banking orders across regions? - Management highlighted strong order activity in the U.S., positive surprises in Europe, ongoing momentum in Latin America, and a deliberate strategy in Asia Pacific [60][61] Question: How are you structuring contracts to mitigate tariff impacts? - Management emphasized their local-to-local manufacturing structure and ongoing mitigation efforts to offset tariff impacts [68][70] Question: Can you elaborate on working capital improvements? - Management discussed favorable working capital efficiencies, particularly in inventory and accounts payable, contributing to improved free cash flow [76][80] Question: What are the capital allocation priorities moving forward? - Management stated that excess cash is being returned to shareholders through share repurchase programs while continuing necessary investments for growth [81][84]

Diebold Nixdorf, Incorporated (DBD) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -87.27%. A quarter ago, it was expected that this company would post earnings of $1.18 per share when it actually produced earnings of $0.97, delivering a surprise of -17.80%.Over the last four quarter ...

Financial Performance & Strategy - The company maintained a strong balance sheet with a net leverage ratio of 1.5x[6,57] - The company generated $6 million in free cash flow in 1Q25[6,66], improving on historical quarterly seasonality[66] - The company is executing on an initial $100 million share repurchase authorization, with $8 million repurchased in March, representing approximately 185,000 shares[6] - The company is targeting $190 million - $210 million of free cash flow in 2025[52], with a 40%+ free cash flow conversion rate[50] - The company anticipates ~$70 million in annual interest expense savings due to debt refinancing completed in December 2024[55,57] Revenue & Growth - New orders increased by 36% year-over-year, boosting the product backlog[6,28] - The company's total revenue for 1Q25 was $841.1 million [71], down 3.5% year-over-year excluding FX impacts[23,28] - The company anticipates revenue to be weighted towards the back-half of the year with a 45% 1H / 55% 2H split[50] Banking & Retail Segments - Banking revenue for 1Q25 was $629.5 million [85], flat year-over-year in constant currency[36] - Retail revenue for 1Q25 was $211.6 million [85], down 12.4% year-over-year in constant currency[42] Cost Management & Tariffs - The company estimates the gross cost impact of current tariff policies to be approximately $20 million [46,49], with mitigation strategies expected to offset up to approximately 50% of the gross cost increase in 2025[49]

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Diebold Nixdorf, Incorporated (DBD) .Diebold Nixdorf, Incorporated currently has an average bro ...

Company Performance - Diebold Nixdorf, Incorporated (DBD) closed at $43.32, with a +1.83% movement compared to the previous day, lagging behind the S&P 500's daily gain of 2.03% [1] - The company's stock has decreased by 1.32% over the past month, which is better than the Computer and Technology sector's loss of 7.31% and the S&P 500's loss of 5.07% [1] Earnings Expectations - Diebold Nixdorf is expected to report earnings on May 7, 2025, with an EPS of $0.55, reflecting a 53.78% decrease from the prior-year quarter [2] - The consensus estimate for revenue is $852.9 million, indicating a 4.75% decrease compared to the same quarter of the previous year [2] Full Year Projections - For the full year, analysts expect earnings of $4.59 per share and revenue of $3.79 billion, representing changes of +102.2% and +1.12% respectively from last year [3] Analyst Sentiment - Recent changes to analyst estimates indicate optimism regarding Diebold Nixdorf's business and profitability [4] - The Zacks Rank system, which reflects these estimate changes, currently rates Diebold Nixdorf at 3 (Hold) [6] Valuation Metrics - Diebold Nixdorf is trading at a Forward P/E ratio of 9.27, which is a discount compared to the industry's average Forward P/E of 24.67 [7] - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 79, placing it in the top 32% of over 250 industries [7]

Diebold Nixdorf, Incorporated (DBD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this company have returned -1.3% over the past month versus the Zacks S&P 500 composite's -5.1% change. The Zacks Internet - Software industry, to which Diebold Nixdorf, Incorporated belongs, has lost 9.1% over this period. Now the key question is: Where could the stock be headed in the ...

Group 1 - Diebold Nixdorf, Incorporated closed at $42.54, with a daily increase of +1.79%, outperforming the S&P 500's gain of 1.67% [1] - Over the past month, Diebold Nixdorf shares have decreased by 3.2%, which is better than the Computer and Technology sector's decline of 9.93% and the S&P 500's drop of 6.57% [1] Group 2 - The upcoming earnings report is expected to show an EPS of $0.55, reflecting a significant decrease of 53.78% from the same quarter last year [2] - Quarterly revenue is projected to be $852.9 million, down 4.75% year-over-year [2] Group 3 - For the full year, earnings are projected at $4.59 per share and revenue at $3.79 billion, indicating increases of +102.2% and +1.12% respectively from the previous year [3] - Recent analyst estimate revisions suggest a favorable outlook on the company's business health and profitability [3] Group 4 - The Zacks Rank system indicates that estimate changes are linked to stock price performance, with a current Zacks Rank of 3 (Hold) for Diebold Nixdorf [4][5] - The Zacks Rank has shown an average annual return of +25% for 1 ranked stocks since 1988 [5] Group 5 - Diebold Nixdorf is currently trading at a Forward P/E ratio of 9.1, significantly lower than the industry average of 24.08, suggesting it is undervalued [6] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 79, placing it in the top 32% of over 250 industries [6] Group 6 - The Zacks Industry Rank measures the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Prior to the call, Diebold Nixdorf will provide a press release summarizing business and financial results, and a presentation containing other highlights from the period. The press release and presentation will be accessible by visiting the Investor Relations section of Diebold Nixdorf's website located at http://www.dieboldnixdorf.com/earnings. Live access to the webcast of the conference call, as well as the replay, will also be available on this website. SOURCE Diebold Nixdorf, Incorporated Registration ...

Group 1 - Diebold Nixdorf, Incorporated's stock closed at $41.90, reflecting a decrease of 0.36% from the previous session, underperforming the S&P 500's gain of 0.13% [1] - Over the last month, the company's shares have decreased by 3.36%, which is better than the Computer and Technology sector's loss of 9.27% and the S&P 500's loss of 6.3% [1] Group 2 - The upcoming financial results are expected to show an EPS of $0.55, representing a significant decline of 53.78% year-over-year, with revenue anticipated at $852.9 million, down 4.75% from the same quarter last year [2] - For the full year, earnings are projected at $4.59 per share and revenue at $3.79 billion, indicating increases of 102.2% and 1.12% respectively compared to the prior year [3] Group 3 - Recent changes to analyst estimates for Diebold Nixdorf suggest a shifting business landscape, with positive revisions indicating optimism about the company's outlook [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Diebold Nixdorf at 3 (Hold), with the consensus EPS estimate remaining steady over the past month [6] Group 4 - Diebold Nixdorf is trading at a Forward P/E ratio of 9.16, which is a discount compared to the industry average Forward P/E of 24.35 [7] - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [7]

Core Viewpoint - The average brokerage recommendation (ABR) for Diebold Nixdorf, Incorporated (DBD) is 1.00, indicating a Strong Buy based on recommendations from three brokerage firms, all of which are Strong Buy [2][5] Brokerage Recommendation Trends - The current ABR of 1.00 is derived from three Strong Buy recommendations, representing 100% of all recommendations [2] - Despite the Strong Buy recommendation, reliance solely on brokerage recommendations may not be wise, as studies show limited success in guiding investors to stocks with the best price increase potential [5][10] Analyst Bias and Effectiveness - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, with five "Strong Buy" recommendations for every "Strong Sell" [6][10] - This bias indicates that the interests of brokerage firms may not align with those of retail investors, providing little insight into future stock price movements [7][10] Zacks Rank Comparison - Zacks Rank, a proprietary stock rating tool, categorizes stocks from 1 (Strong Buy) to 5 (Strong Sell) and is based on earnings estimate revisions, which are strongly correlated with near-term stock price movements [8][11] - The Zacks Rank is more timely and reflects changes in earnings estimates quickly, unlike the ABR, which may not be up-to-date [12] Current Earnings Estimates - The Zacks Consensus Estimate for Diebold Nixdorf, Incorporated remains unchanged at $4.59 for the current year, suggesting steady analyst views on the company's earnings prospects [13] - The unchanged consensus estimate has resulted in a Zacks Rank of 3 (Hold) for Diebold Nixdorf, indicating a cautious approach despite the Buy-equivalent ABR [14]