* External headwinds delay earnings recovery until 2026e * '25e-'27e EBIT down 27-3%; 18% EBIT CAGR ...
* Solid Q3 orders, miss on deliveries point to stronger growth ahead * EBIT -21% '25e, +7-9% '26e-'2...
* Margin improvement in Q3 * We raise '26e-'27e adj.
* '25e-'27e adj. EBITA down 6-4% * '26e-'27e: expect better margins but less org.
* Stronger than expected across the board * We raise '25e-'27e adj.
* Q3: Softer than expected, but back to growth * We cut our sales and adj.
* Q3 NAV 2% above ABGSCe * Private valuation gains signal underlying strength * P/NAV higher, discou...
* Sales beat, lower costs and executing on M&A * Adj.
Redeye notes that Enea's Q3 report came in below expectations, showing lacklustre growth while margi...
Redeye comments on Fractal’s Q3 report, which highlighted strong end-customer demand but soft headli...
Redeye comments on Avensia’s Q3 report showing a softer EBIT than expected, as lower sales are facin...
Consti's Q3 results were fairly in line with our expectations Net sales in Q3 amounted to EUR 90.
Etteplan reports Q3 figures on October 29. We expect improvement from an easier comparison period, a...
SRV’s Q3 profitability reflected current lower volumes and lack of revenue from other than contracti...
We open up for questions on our Q3 update.
Redeye provides its initial take on Heliospectra’s Q3 results, which were largely in line with expec...
* -5% organic growth (cons -7%) and adj. EBITA +18% vs cons * Cloud orders up 142% y-o-y, Nordics & ...
* Sales +1% and adj. EBITA +29% vs ABGSCe * Strong within defence and cybersecurity * Consensus EBIT...
* Q3 sales 3% below our ests. at SEK 214m, for 9.4% org.
* Sales +13% and adj. EBIT +39% vs. ABGSCe * Order intake SEK 224m, in line with ABGSCe * Likely pos...
