BOSCHLTD

What Bosch promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 15 tracked 1 delivered 8 missed 6 open
  • Export Business Growth delivered, diluted said Q4 FY25 Promised: slight increase next year Q1 FY27: FY26 period has ended. Given the vague target and 'on_track' status in Q3, this is considered achieved, though diluted by the lack of a final quantitative update.
  • Employee Cost as % of Revenue went quiet said Q3 FY25 Promised: roughly 10% in a steady state Q1 FY27: Not mentioned in the Q1 FY27 earnings call.
  • Acquisition Completion Timeline delayed said Q4 FY26 Promised: End of first quarter of FY27 Q1 FY27: Acquisition completed in July 2026, slightly after the 'end of Q1 FY27' target. Management confirmed consolidation is underway.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 15 tracked commitments for Bosch — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens