OEM International: (Q2 review): Firing on all cylinders - Redeye

Redeye updates its estimates and valuation after OEM’s Q2 2026 report. Sales were 2% above our estimates, along with better margins than expected. This led to an 8% beat on EBITA, and in conjunction with strong order intake and an accelerating M&A agenda, there is a lot to like. However, valuation is more demanding now than before.

Länk till analysen i sin helhet: https://www.redeye.se/research/1177443/oem-international-q2-review-firing-on-all-cylinders?utm_source=finwire&utm_medium=RSS