Why did Belimo stock drop about 10% today?

Investors reacted to a cautious 2026 outlook that points to mid‑teens growth and FX headwinds after a record 2025. Expectations were high, so guidance triggered profit taking. The move reflects a valuation reset rather than a breakdown in fundamentals, as demand from data centers and retrofits remains in place.

What stood out in Belimo 2025 results?

Revenue rose to about CHF 1.12b, up ~19% reported and 23% in local currencies, with EBIT margin expanding to 20.8%. Management proposed a dividend increase to CHF 10. AI data‑center demand was the main growth engine, complemented by steady demand in commercial HVAC and sensors across core regions.

What is the 2026 outlook for Belimo?

Management guided to mid‑teens growth, slower than 2025’s surge, and noted currency headwinds from a strong franc. The demand mix remains supported by AI data centers. Investors will watch order intake, pricing, and regional momentum to assess if growth can stay at or above guidance with resilient margins.

Is Belimo stock attractive after the sell‑off?

It depends on time horizon. The premium valuation remains demanding, with modest dividend and free cash flow yields. For long‑term holders, strong balance sheet and data‑center exposure are positives. We would prefer staged entries, monitoring orders and FX. Confirmation of stable margins could improve risk‑reward.

Global Market Insights

BEAN.SW Stock Today: Record 2025; cautious 2026, shares drop 10% — February 24

ByHuzaifa Zahoor February 25, 2026February 25, 2026

Belimo stock slid about 10% on 24 February after record 2025 figures met a cautious 2026 outlook. Revenue rose ~19% to CHF 1.12b (23% in local currencies), EBIT margin expanded to 20.8%, and the dividend increased to CHF 10. The BEAN.SW share price reaction reflects profit taking and concern about FX headwinds. Demand from AI data centers powered growth, but management signaled mid‑teens growth for 2026. We explain what this means for Swiss investors and how to position around quality at a premium.