The Motley Fool·Oct 28, 2026
Oatly: 3 Key Takeaways for Long-Term InvestorsFull-year adjusted EBITDA guidance was reduced to 16 million euros to 20 million euros. Full-year constant currency revenue growth guidance remains 8% to 10%.
Oatly's gross margin has expanded from 28.8% in 2024Q4 to 34.1% in 2026Q3 and revenue growth re-accelerated to 9.1% year over year, which suggests demand and unit economics are improving from a weak base.
Price trend, volume and key moving averages
Trailing total returns as of 11/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | -$0.86-14.7% vs -$0.75 | $243M+0.5% vs $242M |
Q3 2026 Jul 22, 2026 | -$0.99+0.0% vs -$0.99 | $240M+9.4% vs $219M |
Q2 2026 Apr 29, 2026 | -$0.38+57.8% vs -$0.90 | $228M+6.4% vs $215M |
Q1 2026 Feb 11, 2026 | -$0.61-13.0% vs -$0.54 | $234M+8.2% vs $216M |
Full-year adjusted EBITDA guidance was reduced to 16 million euros to 20 million euros. Full-year constant currency revenue growth guidance remains 8% to 10%.
Oatly Group AB (OTLY) Q3 2026 Earnings Call Transcript
Oatly Group NASDAQ: OTLY reported third-quarter revenue growth and a return to positive adjusted EBITDA, while cutting its full-year adjusted EBITDA outlook as rising fuel and logistics costs in North America outpaced its ability to offset inflation.
While the top- and bottom-line numbers for Oatly Group (OTLY) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Benchmark OTLY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Oatly Group AB (OTLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $7.86 | $245.43M | -2.79 | 4.71% | -9.51% | -242.89% | — | |
| $6.03 | $103.58M | 0.36 | -15.61% | 125.55% | 1109.24% | — | |
| $12.05 | $1.07B | -6.84 | -6.51% | -11.49% | -10.23% | — | |
| $11.75 | $1.64B | 11.13 | -2.17% | 4.46% | 5.24% | 5.77% | |
| $45.79 | $5.16B | -45.06 | 24.4% | -13.55% | -18.75% | — | |
| $21.65 | $330.85M | 30.45 | 13.74% | 4.48% | 12.66% | — |
Oatly Group AB (OTLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Oatly Group AB (OTLY) stock FAQ — growth, dividends, profitability & financials explained
Oatly Group AB (OTLY) reported $945.3M in revenue over the trailing twelve months. Revenue was $862.5M in fiscal year 2025. That is 323% more than the $204.0M of fiscal year 2019.
Oatly Group AB (OTLY) grew revenue by 12.1% over the trailing twelve months, compared with the twelve months before.
No. Oatly Group AB (OTLY) reported a net loss of $89.9M over the trailing twelve months.
Oatly Group AB (OTLY) had a return on equity (ROE) of -242.9% in fiscal year 2025. A negative ROE means the company lost money over the period.
Oatly Group AB (OTLY) had negative free cash flow of $37.4M over the trailing twelve months.
