分组1 - Diebold Nixdorf, Incorporated reported quarterly earnings of $2.75 per share, exceeding the Zacks Consensus Estimate of $1.73 per share, and showing a significant increase from $0.97 per share a year ago, resulting in an earnings surprise of +58.96% [1] - The company achieved revenues of $1.1 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.48%, and compared to year-ago revenues of $988.9 million, marking a year-over-year growth [2] - Diebold Nixdorf shares have increased approximately 6.6% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] 分组2 - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Diebold Nixdorf was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - Current consensus EPS estimate for the upcoming quarter is $0.74 on revenues of $868 million, and for the current fiscal year, it is $5.05 on revenues of $3.87 billion [7] 分组3 - The Zacks Industry Rank indicates that the Internet - Software sector is currently in the bottom 44% of over 250 Zacks industries, suggesting that the industry's outlook can significantly impact stock performance [8]

Fourth Quarter and Full-year 2025 Earnings | | | Forward-looking Statements This presentation may contain statements that are not historical information and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements give current expectations or forecasts of future events and are not guarantees of future performance. These forward-looking statements include, but are not limited to, projections, statements regarding the Company's exp ...

Core Insights - Diebold Nixdorf reported significant growth in revenue and adjusted EBITDA for the fiscal year 2025, with free cash flow more than doubling compared to the previous year [1] Financial Performance - The company executed a new $200 million share repurchase program after completing an initial $100 million program in Q4 2025, repurchasing approximately $128 million of shares, which is about 6% of the total shares outstanding for FY 2025 [1] - Adjusted EPS more than doubled year-over-year [1] - Free cash flow reached a record high, more than doubling year-over-year [1] - Order entry grew by 17%, while revenue growth was approximately 2% year-over-year [1] Future Outlook - Diebold Nixdorf established a new financial outlook for 2026, which exceeds the previous targets provided during the 2025 Investor Day [1]

Core Insights - The study highlights that self-service checkout is becoming the preferred option for Australian consumers, emphasizing the need for speed, simplicity, and control in the shopping experience [1][3][4] Consumer Preferences - Over two-thirds of Australian consumers prefer self-checkout, particularly when shopping alone, in a hurry, or to avoid long queues [3] - Consumers express a desire for an improved in-store experience, including intuitive assistance, diverse payment options, and greater control over their shopping process [3] Retailer Strategies - Retailers are focusing on eliminating delays, building trust, and providing flexible checkout experiences to retain customers [4] - Despite high satisfaction with self-service technology at 95%, retailers are seeking further innovations, prioritizing AI-driven engagement, faster payments, and enhanced security [4][6] Technological Innovations - AI technology is identified as a transformative element for retailers, helping to reduce friction points at checkout and improve in-store safety through real-time behavior analysis [4] - Hybrid checkout models are emerging, allowing for flexible systems that can switch between self-service and attended modes, enhancing customer convenience [5][6] Industry Challenges - Retailers face challenges in improving in-store process efficiency and attracting and retaining staff, which AI-powered checkout solutions and hybrid models can help address [6]

Core Viewpoint - Diebold Nixdorf is set to release its fourth quarter and full-year 2025 financial results on February 12, 2026, before the market opens, with a conference call scheduled for 8:30 a.m. ET to discuss the results [1]. Group 1: Earnings Call Details - The earnings call will take place on February 12 at 8:30 a.m. ET, and will be accessible via a webcast [2]. - A press release summarizing the business and financial results, along with a presentation highlighting key points from the period, will be made available prior to the call [2]. - Registration for the earnings call is encouraged to be completed at least one day in advance to avoid wait times, with live access and replay available on the company's website [3]. Group 2: Company Overview - Diebold Nixdorf is a global leader in automating, digitizing, and transforming banking and shopping experiences, serving top financial institutions and retailers [4]. - The company operates in over 100 countries and employs approximately 20,000 people worldwide [4].

Core Viewpoint - Diebold Nixdorf, Incorporated is currently experiencing a slight decline in stock performance, with a return of -0.1% over the past month, contrasting with the S&P 500's +0.9% and the Internet - Software industry's -2% [2] Earnings Estimate Revisions - For the current quarter, Diebold Nixdorf is expected to report earnings of $1.73 per share, reflecting a significant increase of +78.4% year-over-year, with the consensus estimate remaining unchanged over the last 30 days [5] - The consensus earnings estimate for the current fiscal year is $4.42, indicating a change of +94.7% from the previous year, although this estimate has decreased by -9% in the last month [5] - For the next fiscal year, the consensus estimate is $5.05, showing a +14.3% increase from the prior year, with a similar -9% adjustment over the past month [6] - Diebold Nixdorf holds a Zacks Rank of 3 (Hold), influenced by recent changes in earnings estimates and other related factors [7] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $1.1 billion, representing a year-over-year growth of +11.1% [11] - For the current fiscal year, the sales estimate is $3.8 billion, indicating a +1.3% change, while the next fiscal year's estimate is $3.87 billion, reflecting a +1.8% increase [11] Last Reported Results and Surprise History - In the last reported quarter, Diebold Nixdorf achieved revenues of $945.2 million, a +2% increase year-over-year, and an EPS of $1.39, compared to $0.53 a year ago [12] - The company surpassed revenue estimates three times in the last four quarters, while it exceeded EPS estimates only once [13] Valuation - Diebold Nixdorf is graded B on the Zacks Value Style Score, indicating that it is trading at a discount compared to its peers [17]

Core Viewpoint - Diebold Nixdorf, Incorporated is recognized as the largest ATM manufacturer globally, with a significant history shaped by its acquisition of Wincor Nixdorf [1] Company Overview - Diebold Nixdorf has evolved into its current form through the acquisition of Wincor Nixdorf, indicating a strategic move to enhance its market position in the ATM manufacturing sector [1] Investment Perspective - The article reflects an independent analysis approach focused on identifying investment opportunities at the intersection of value and growth, particularly in small-cap companies [1]

Core Viewpoint - Diebold Nixdorf, Incorporated is expected to show significant growth in its upcoming earnings report, with a notable increase in both EPS and revenue compared to the previous year [2][3]. Group 1: Stock Performance - The company's stock closed at $67.89, reflecting a decrease of 1.08% from the previous trading session, which is lower than the S&P 500's loss of 0.74% [1] - Over the past month, Diebold Nixdorf's shares have increased by 4.59%, outperforming the Computer and Technology sector's gain of 0.14% and the S&P 500's gain of 0.79% [1]. Group 2: Earnings Estimates - The upcoming earnings disclosure is anticipated to report an EPS of $1.73, representing a 78.35% increase from the same quarter last year [2]. - The consensus estimate for revenue is projected at $1.1 billion, indicating an 11.12% rise from the equivalent quarter last year [2]. - For the entire fiscal year, earnings are projected at $3.51 per share and revenue at $3.8 billion, reflecting increases of 54.63% and 1.31% respectively from the prior year [3]. Group 3: Analyst Forecasts - Recent revisions to analyst forecasts for Diebold Nixdorf are important as they reflect short-term business trends, with positive changes indicating a favorable outlook on business health and profitability [4]. - The Zacks Rank system, which assesses these estimate changes, currently ranks Diebold Nixdorf at 3 (Hold) [6]. Group 4: Valuation Metrics - Diebold Nixdorf is currently trading at a Forward P/E ratio of 19.55, which is a discount compared to the industry average Forward P/E of 28.86 [7]. - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 51, placing it in the top 21% of over 250 industries [7].

Core Viewpoint - Diebold Nixdorf has received a credit rating upgrade from Moody's, reflecting improved financial metrics and a stable outlook for future growth [1][2]. Financial Performance - Moody's upgraded Diebold Nixdorf's credit rating from B2 to B1, citing improved leverage, a strengthened liquidity position, and consistent positive free cash flow in 2025 [2]. - The company has maintained a "fortress balance sheet" and has delivered positive free cash flow quarter after quarter [3]. Market Position - Diebold Nixdorf holds a leading market share in the global ATM industry, which contributes to its strong financial profile [2]. Strategic Outlook - The stable outlook from Moody's indicates expectations for the company to sustain its improved financial profile and grow earnings through disciplined operational execution [2]. - The company expresses optimism about future opportunities and its ability to drive long-term value for stakeholders [3]. Company Overview - Diebold Nixdorf automates and transforms banking and shopping experiences, partnering with many of the world's top financial institutions and retailers [4]. - The company operates in over 100 countries and employs approximately 21,000 people globally [4].

Core Insights - Diebold Nixdorf and Autogrill have expanded their partnership in Italy to enhance the traveler experience through managed services and retail technology solutions [1][2] Group 1: Partnership Details - Diebold Nixdorf will act as a single point of contact for Autogrill's multivendor IT ecosystem in Italy, providing a suite of managed services [1][2] - The agreement includes standardized and scalable SMDN AllConnect Services for various food and beverage outlets across Italy, including highways, airports, and train stations [2] - New flexible checkout solutions, such as self-ordering kiosks and the modular DN Series EASY ONE, will be implemented to improve service delivery [2] Group 2: Company Statements - Francesca Porta from Avolta emphasized the importance of reliable technology for a frictionless traveler experience in the hospitality sector [3] - Lorenza Sbarbaro from Diebold Nixdorf highlighted the goal of providing travelers with a quick and enjoyable restaurant experience through advanced technology solutions [3] Group 3: Company Background - Autogrill, part of Avolta, is a leading provider of food and beverage services for travelers, operating in 70 countries and over 1,000 locations, serving more than 2.5 billion travelers annually [4] - Diebold Nixdorf automates and transforms banking and shopping experiences, partnering with top financial institutions and retailers globally, with a presence in over 100 countries [5][6]