Analys

OEM International (Q4 review): Soft end to 2025, but M&A starting to contribute - Redeye

OEM International (Q4 review): Soft end to 2025, but M&A starting to contribute - Redeye

Redeye updates its estimates and valuation after OEM’s Q4 2025 report. Sales were 8% below our pencilled-in levels, while margins were in line. Strong gross margins and solid order intake in conjunction with M&A optionality continue to present an attractive investment case for patient investors.

Länk till analysen i sin helhet: https://www.redeye.se/research/1153019/oem-international-q4-review-soft-end-to-2025-but-ma-starting-to-contribute?utm_source=finwire&utm_medium=RSS