2026 Q1 -tulosraportti
112 päivää sitten
‧39 min
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 25.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenThe hunt for cheap stocks Has started many Banks want in Morgan is over 5% now more want in we will soon have people who will have to leave their homes due to higher interest rates now the slaves will have to pay… Congratulations to us who are buying but we see many difficult years for the population…
Someone bought a brokered block of 58 million today more want a stake in Intrum so do I hehe
·3 t sitten · MuokattuLet AI assess Q2 2026 consensus: The most important market expectations for Q2 are approximately: Total income SEK 3,987 bn. Adjusted EBIT SEK 1,169 bn. Cash EBITDA SEK 1,991 bn. Net income SEK 19 m. Net debt SEK 44,133 bn. Overall leverage 4.6× Servicing leverage 6.1× Servicing income SEK 3,236 bn. Servicing adjusted EBIT SEK 825 m. Gross cash collections SEK 1,852 bn. This is Intrum's own compilation of analysts' expectations. There are already a couple of things I find very interesting. Firstly, the market actually doesn't expect a fantastic Q2. Adjusted EBIT is expected to fall from SEK 1,502 bn. in Q1 to SEK 1,169 bn., and net income is expected to be just around break-even at SEK 19 m. This means that the bar for headline earnings is not particularly high. On the other hand, Servicing is expected to improve. Total Servicing Income is expected to rise from SEK 3,073 bn. in Q1 to SEK 3,236 bn., while Servicing adjusted EBIT is expected from SEK 656 m. to SEK 825 m. This corresponds to an implied adjusted EBIT margin of approximately 25.5 % compared to around 21.3 % in Q1 on a quarterly basis. This is very close to exactly what we have said we want to see: better quality in the core business. The second big thing is the debt. Consensus expects almost no improvement in Q2 yet: net debt from SEK 45,357 bn. to SEK 44,133 bn., while overall leverage remains 4.6×, and Servicing leverage actually increases from 5.8× to 6.1×. It looks bad at first glance, but here we need to be very careful tomorrow: Q2 ends on June 30, while the large capital raise was only completed afterwards. Therefore, the Q2 balance sheet itself will not show the full effect of the SEK 7.5 bn. issuance. I will therefore especially look for management's pro forma leverage after the capital raise and their updated path towards approximately 3× in 2028. There is also something interesting further out in the consensus. Analysts expect Servicing leverage of 4.2× by the end of 2026, 3.6× in 2027, and 2.9× in 2028. This means that the market's current base case actually almost precisely matches our own most important checkpoint: around 3× in 2028. So tomorrow, I think we should especially evaluate the report against five thresholds: Servicing adjusted EBIT over SEK 825 m. is positive. Servicing income over SEK 3,236 bn. is positive. Cash EBITDA over SEK 1,991 bn. is positive. Collections over SEK 1,852 bn. is positive. And most importantly: if management can demonstrate that leverage after the issuance is heading towards ~3× in 2028, the turnaround is still intact. I would actually set the expectation picture like this: Strong Q2: adjusted EBIT > SEK 1.25 bn., Servicing EBIT > SEK 850–900 m., strong collections and clear positive pro forma deleveraging. Acceptable Q2: roughly consensus, but with credible guidance and clear effect from issuance/refinancing. Weak Q2: Servicing below expectation, collections disappoint, or management becomes less confident about the 2028 leverage target. And something very important: I believe the market's reaction tomorrow might be more driven by balance/guidance than by the net income itself. Consensus expects only SEK 19 m. in net income, so a large EPS beat is not the most important thing for our long-term case.Thanks for your outlook, good to have for tomorrow's analysis, the starting gun goes off at 07:00.
·4 t sittenHe who invests short-term always takes an enormous risk/opportunity, I look at Intrum's margins, a margin that I personally think is fantastically good and with AI and other savings will increase, many companies have margins of 7-10% Intrum is at 25% and aims for 30%, that leverage is large and yields results in the form of cash flow and profits. to also invest in the one that is largest in the market and Intrum is largest in servicing in Europe, therefore I believe that Intrum in the long run will be a good investment.
3 t sittenWell summed up. The Intrum case looks promising over the longer run, but tomorrow's earnings call can still bring a disappointment. Heavy goodwill writedowns, just like after the last restructuring? Is service revenue still declining? And if it is, will the CEO once again paper over it by saying sales are growing and it's just an onboarding issue? Good luck to everyone tomorrow, whatever your allocation. My pieces are set, but I'm well aware I could still run my ship onto the rocks.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
112 päivää sitten
‧39 min
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenThe hunt for cheap stocks Has started many Banks want in Morgan is over 5% now more want in we will soon have people who will have to leave their homes due to higher interest rates now the slaves will have to pay… Congratulations to us who are buying but we see many difficult years for the population…Someone bought a brokered block of 58 million today more want a stake in Intrum so do I hehe
- ·3 t sitten · MuokattuLet AI assess Q2 2026 consensus: The most important market expectations for Q2 are approximately: Total income SEK 3,987 bn. Adjusted EBIT SEK 1,169 bn. Cash EBITDA SEK 1,991 bn. Net income SEK 19 m. Net debt SEK 44,133 bn. Overall leverage 4.6× Servicing leverage 6.1× Servicing income SEK 3,236 bn. Servicing adjusted EBIT SEK 825 m. Gross cash collections SEK 1,852 bn. This is Intrum's own compilation of analysts' expectations. There are already a couple of things I find very interesting. Firstly, the market actually doesn't expect a fantastic Q2. Adjusted EBIT is expected to fall from SEK 1,502 bn. in Q1 to SEK 1,169 bn., and net income is expected to be just around break-even at SEK 19 m. This means that the bar for headline earnings is not particularly high. On the other hand, Servicing is expected to improve. Total Servicing Income is expected to rise from SEK 3,073 bn. in Q1 to SEK 3,236 bn., while Servicing adjusted EBIT is expected from SEK 656 m. to SEK 825 m. This corresponds to an implied adjusted EBIT margin of approximately 25.5 % compared to around 21.3 % in Q1 on a quarterly basis. This is very close to exactly what we have said we want to see: better quality in the core business. The second big thing is the debt. Consensus expects almost no improvement in Q2 yet: net debt from SEK 45,357 bn. to SEK 44,133 bn., while overall leverage remains 4.6×, and Servicing leverage actually increases from 5.8× to 6.1×. It looks bad at first glance, but here we need to be very careful tomorrow: Q2 ends on June 30, while the large capital raise was only completed afterwards. Therefore, the Q2 balance sheet itself will not show the full effect of the SEK 7.5 bn. issuance. I will therefore especially look for management's pro forma leverage after the capital raise and their updated path towards approximately 3× in 2028. There is also something interesting further out in the consensus. Analysts expect Servicing leverage of 4.2× by the end of 2026, 3.6× in 2027, and 2.9× in 2028. This means that the market's current base case actually almost precisely matches our own most important checkpoint: around 3× in 2028. So tomorrow, I think we should especially evaluate the report against five thresholds: Servicing adjusted EBIT over SEK 825 m. is positive. Servicing income over SEK 3,236 bn. is positive. Cash EBITDA over SEK 1,991 bn. is positive. Collections over SEK 1,852 bn. is positive. And most importantly: if management can demonstrate that leverage after the issuance is heading towards ~3× in 2028, the turnaround is still intact. I would actually set the expectation picture like this: Strong Q2: adjusted EBIT > SEK 1.25 bn., Servicing EBIT > SEK 850–900 m., strong collections and clear positive pro forma deleveraging. Acceptable Q2: roughly consensus, but with credible guidance and clear effect from issuance/refinancing. Weak Q2: Servicing below expectation, collections disappoint, or management becomes less confident about the 2028 leverage target. And something very important: I believe the market's reaction tomorrow might be more driven by balance/guidance than by the net income itself. Consensus expects only SEK 19 m. in net income, so a large EPS beat is not the most important thing for our long-term case.Thanks for your outlook, good to have for tomorrow's analysis, the starting gun goes off at 07:00.
- ·4 t sittenHe who invests short-term always takes an enormous risk/opportunity, I look at Intrum's margins, a margin that I personally think is fantastically good and with AI and other savings will increase, many companies have margins of 7-10% Intrum is at 25% and aims for 30%, that leverage is large and yields results in the form of cash flow and profits. to also invest in the one that is largest in the market and Intrum is largest in servicing in Europe, therefore I believe that Intrum in the long run will be a good investment.3 t sittenWell summed up. The Intrum case looks promising over the longer run, but tomorrow's earnings call can still bring a disappointment. Heavy goodwill writedowns, just like after the last restructuring? Is service revenue still declining? And if it is, will the CEO once again paper over it by saying sales are growing and it's just an onboarding issue? Good luck to everyone tomorrow, whatever your allocation. My pieces are set, but I'm well aware I could still run my ship onto the rocks.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 25.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
112 päivää sitten
‧39 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 25.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenThe hunt for cheap stocks Has started many Banks want in Morgan is over 5% now more want in we will soon have people who will have to leave their homes due to higher interest rates now the slaves will have to pay… Congratulations to us who are buying but we see many difficult years for the population…Someone bought a brokered block of 58 million today more want a stake in Intrum so do I hehe
- ·3 t sitten · MuokattuLet AI assess Q2 2026 consensus: The most important market expectations for Q2 are approximately: Total income SEK 3,987 bn. Adjusted EBIT SEK 1,169 bn. Cash EBITDA SEK 1,991 bn. Net income SEK 19 m. Net debt SEK 44,133 bn. Overall leverage 4.6× Servicing leverage 6.1× Servicing income SEK 3,236 bn. Servicing adjusted EBIT SEK 825 m. Gross cash collections SEK 1,852 bn. This is Intrum's own compilation of analysts' expectations. There are already a couple of things I find very interesting. Firstly, the market actually doesn't expect a fantastic Q2. Adjusted EBIT is expected to fall from SEK 1,502 bn. in Q1 to SEK 1,169 bn., and net income is expected to be just around break-even at SEK 19 m. This means that the bar for headline earnings is not particularly high. On the other hand, Servicing is expected to improve. Total Servicing Income is expected to rise from SEK 3,073 bn. in Q1 to SEK 3,236 bn., while Servicing adjusted EBIT is expected from SEK 656 m. to SEK 825 m. This corresponds to an implied adjusted EBIT margin of approximately 25.5 % compared to around 21.3 % in Q1 on a quarterly basis. This is very close to exactly what we have said we want to see: better quality in the core business. The second big thing is the debt. Consensus expects almost no improvement in Q2 yet: net debt from SEK 45,357 bn. to SEK 44,133 bn., while overall leverage remains 4.6×, and Servicing leverage actually increases from 5.8× to 6.1×. It looks bad at first glance, but here we need to be very careful tomorrow: Q2 ends on June 30, while the large capital raise was only completed afterwards. Therefore, the Q2 balance sheet itself will not show the full effect of the SEK 7.5 bn. issuance. I will therefore especially look for management's pro forma leverage after the capital raise and their updated path towards approximately 3× in 2028. There is also something interesting further out in the consensus. Analysts expect Servicing leverage of 4.2× by the end of 2026, 3.6× in 2027, and 2.9× in 2028. This means that the market's current base case actually almost precisely matches our own most important checkpoint: around 3× in 2028. So tomorrow, I think we should especially evaluate the report against five thresholds: Servicing adjusted EBIT over SEK 825 m. is positive. Servicing income over SEK 3,236 bn. is positive. Cash EBITDA over SEK 1,991 bn. is positive. Collections over SEK 1,852 bn. is positive. And most importantly: if management can demonstrate that leverage after the issuance is heading towards ~3× in 2028, the turnaround is still intact. I would actually set the expectation picture like this: Strong Q2: adjusted EBIT > SEK 1.25 bn., Servicing EBIT > SEK 850–900 m., strong collections and clear positive pro forma deleveraging. Acceptable Q2: roughly consensus, but with credible guidance and clear effect from issuance/refinancing. Weak Q2: Servicing below expectation, collections disappoint, or management becomes less confident about the 2028 leverage target. And something very important: I believe the market's reaction tomorrow might be more driven by balance/guidance than by the net income itself. Consensus expects only SEK 19 m. in net income, so a large EPS beat is not the most important thing for our long-term case.Thanks for your outlook, good to have for tomorrow's analysis, the starting gun goes off at 07:00.
- ·4 t sittenHe who invests short-term always takes an enormous risk/opportunity, I look at Intrum's margins, a margin that I personally think is fantastically good and with AI and other savings will increase, many companies have margins of 7-10% Intrum is at 25% and aims for 30%, that leverage is large and yields results in the form of cash flow and profits. to also invest in the one that is largest in the market and Intrum is largest in servicing in Europe, therefore I believe that Intrum in the long run will be a good investment.3 t sittenWell summed up. The Intrum case looks promising over the longer run, but tomorrow's earnings call can still bring a disappointment. Heavy goodwill writedowns, just like after the last restructuring? Is service revenue still declining? And if it is, will the CEO once again paper over it by saying sales are growing and it's just an onboarding issue? Good luck to everyone tomorrow, whatever your allocation. My pieces are set, but I'm well aware I could still run my ship onto the rocks.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt