2025 Q4 -tulosraportti
UUTTA
Tänään
‧39 min
6,7542 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
1 000
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 150 | - | - | ||
| 1 | - | - | ||
| 2 200 | - | - | ||
| 3 257 | - | - | ||
| 6 087 | - | - |
Ylin
9,03VWAP
Alin
8,23VaihtoMäärä
39,4 4 631 532
VWAP
Ylin
9,03Alin
8,23VaihtoMäärä
39,4 4 631 532
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·11 min sitten• The US Environmental Protection Agency has withdrawn a 2009 declaration that defined greenhouse gases as a threat to public health. This removes the basis for many climate laws. • The decision leads, among other things, to the repeal of emissions regulations for cars, trucks, and power plants. This could lead to significant increases in CO₂ emissions and pollution. What will this mean for hexagon going forward?
·6 t sittenIncredibly frustrating that many can't hold onto their shares, but sell them cheaply to short sellers who have now started covering. Let's just hope that the first short that gets out, turns completely around and contributes to a short squeeze🤠
·6 t sittenAgreed, but there are probably many of us who are holding too. Or adding even more. I bought a batch at 8.34 today 🤓- ·8 t sittenD. E. SHAW reduced its short position by 239,559 shares yesterday. New visible short is now 7.93%, down from 8.82% yesterday. https://ssr.finanstilsynet.no/Home/Details/NO0003067902
·11 t sitten · MuokattuCan't help but laugh, when they push the price down after today's announcement, and earnings presentation, and a feeble-minded broker pup (a boy I'd call him) from ABG makes a statement, one really has to wonder what they're smoking or sniffing in these houses. Vårdal Haugland should have been called on the carpet by the top leader. Not many are focusing on today's contract, which indicates that many simply don't understand what the company is doing, and don't see further than the end of the day, and barely even that. Hexagon leads the way, and the contract that was announced on the stock exchange today, is perhaps not that big in itself, but very important and a real mark of quality, because it shows that Hexagon Agility's technology is recognized for its quality and reliability, even in demanding environments like aviation. I believe there will be a stream of contracts going forward, both large and small.
·11 t sitten · MuokattuI have tried to calculate concretely what the truck orders actually mean for Hexagon – and if it aligns with what we now see in the Q4 report. The model I use is based on the premise that Hexagon's revenues normally come 4–5 months after the truck orders are registered. This corresponds well with normal delivery time from order at OEM to finished truck delivery, while fuel systems are typically delivered quite close to the completion of the vehicle. I further assume: • approx. 5 % of Class 8 orders are for gas • Hexagon supplies approximately 50 % of these (assumed market share, which also corresponds well with observed figures in 2025) • value per fuel system ≈ 400 000 kr (which harmonizes well with the extra cost the OEM states for a gas truck) • EBITDA margin fuel systems around 10 % in Q4 If we look at the months assumed to impact Q4 (orders around 4–5 months earlier), there are three months that contribute: May: ~18 000 orders June: ~16 000 orders July: ~19 000 orders Total ≈ 53 000 trucks contributing to Q4. The calculation then becomes: 53 000 × 5 % gas = 2 650 gas trucks Hexagon's share 50 % → approx. 1 325 fuel systems Revenue: 1 325 × 400 000 kr ≈ 530 mill. kr With ~10 % EBITDA margin, this gives: → approx. 50–55 mill. kr EBITDA This harmonizes well with what we actually see in the Q4 report, where fuel systems show clear improvement and lift the overall picture from previous quarters. Now to what is really interesting: what do the figures indicate for Q1 and Q2? If we assume that the gas share increases cautiously from 5 % to 6 % in 2026, and that the EBITDA margin simultaneously improves to around 12 % as a result of higher volume and cost cuts, we get: Q1 2026 (orders from approx. August–October) August: ~22 000 orders September: ~24 000 orders October: ~26 000 orders Total ≈ 72 000 trucks 72 000 × 6 % gas = 4 320 gas trucks Hexagon's share 50 % → 2 160 systems Revenue: 2 160 × 400 000 kr ≈ 865 mill. kr With ~12 % EBITDA margin: → approx. 100–105 mill. kr EBITDA from fuel systems alone Q2 2026 (orders from approx. November–January) November: ~27 000 orders December: 42 000 orders January: 32 000 orders Total ≈ 101 000 trucks 101 000 × 6 % gas = 6 060 gas trucks Hexagon's share 50 % → 3 030 systems Revenue: 3 030 × 400 000 kr ≈ 1.2 bn. kr With ~12 % EBITDA margin: → approx. 145 mill. kr EBITDA from fuel systems alone The point is that the Q4 figures we now see in practice come from quite normal order volumes of around 18–20k trucks per month. When volumes are now significantly higher, while the gas share is likely to increase, the figures clearly point upwards into 2026. And this is still without including new larger Fuel System orders to other countries (Mexico), without any new large Mobile Pipeline contracts, and also without new contracts within aerospace – which incidentally appears to be a very exciting segment with potentially high EBITDA margin going forward. If this picture is reasonably accurate, the figures indicate that earnings in 2026 could increase sufficiently that the need for a share issue would practically disappear. I acknowledge that this is not an exact science, but an attempt at an estimate. I welcome constructive input.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset
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.
2025 Q4 -tulosraportti
UUTTA
Tänään
‧39 min
6,7542 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Uutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·11 min sitten• The US Environmental Protection Agency has withdrawn a 2009 declaration that defined greenhouse gases as a threat to public health. This removes the basis for many climate laws. • The decision leads, among other things, to the repeal of emissions regulations for cars, trucks, and power plants. This could lead to significant increases in CO₂ emissions and pollution. What will this mean for hexagon going forward?
- ·6 t sittenIncredibly frustrating that many can't hold onto their shares, but sell them cheaply to short sellers who have now started covering. Let's just hope that the first short that gets out, turns completely around and contributes to a short squeeze🤠·6 t sittenAgreed, but there are probably many of us who are holding too. Or adding even more. I bought a batch at 8.34 today 🤓
- ·8 t sittenD. E. SHAW reduced its short position by 239,559 shares yesterday. New visible short is now 7.93%, down from 8.82% yesterday. https://ssr.finanstilsynet.no/Home/Details/NO0003067902
- ·11 t sitten · MuokattuCan't help but laugh, when they push the price down after today's announcement, and earnings presentation, and a feeble-minded broker pup (a boy I'd call him) from ABG makes a statement, one really has to wonder what they're smoking or sniffing in these houses. Vårdal Haugland should have been called on the carpet by the top leader. Not many are focusing on today's contract, which indicates that many simply don't understand what the company is doing, and don't see further than the end of the day, and barely even that. Hexagon leads the way, and the contract that was announced on the stock exchange today, is perhaps not that big in itself, but very important and a real mark of quality, because it shows that Hexagon Agility's technology is recognized for its quality and reliability, even in demanding environments like aviation. I believe there will be a stream of contracts going forward, both large and small.
- ·11 t sitten · MuokattuI have tried to calculate concretely what the truck orders actually mean for Hexagon – and if it aligns with what we now see in the Q4 report. The model I use is based on the premise that Hexagon's revenues normally come 4–5 months after the truck orders are registered. This corresponds well with normal delivery time from order at OEM to finished truck delivery, while fuel systems are typically delivered quite close to the completion of the vehicle. I further assume: • approx. 5 % of Class 8 orders are for gas • Hexagon supplies approximately 50 % of these (assumed market share, which also corresponds well with observed figures in 2025) • value per fuel system ≈ 400 000 kr (which harmonizes well with the extra cost the OEM states for a gas truck) • EBITDA margin fuel systems around 10 % in Q4 If we look at the months assumed to impact Q4 (orders around 4–5 months earlier), there are three months that contribute: May: ~18 000 orders June: ~16 000 orders July: ~19 000 orders Total ≈ 53 000 trucks contributing to Q4. The calculation then becomes: 53 000 × 5 % gas = 2 650 gas trucks Hexagon's share 50 % → approx. 1 325 fuel systems Revenue: 1 325 × 400 000 kr ≈ 530 mill. kr With ~10 % EBITDA margin, this gives: → approx. 50–55 mill. kr EBITDA This harmonizes well with what we actually see in the Q4 report, where fuel systems show clear improvement and lift the overall picture from previous quarters. Now to what is really interesting: what do the figures indicate for Q1 and Q2? If we assume that the gas share increases cautiously from 5 % to 6 % in 2026, and that the EBITDA margin simultaneously improves to around 12 % as a result of higher volume and cost cuts, we get: Q1 2026 (orders from approx. August–October) August: ~22 000 orders September: ~24 000 orders October: ~26 000 orders Total ≈ 72 000 trucks 72 000 × 6 % gas = 4 320 gas trucks Hexagon's share 50 % → 2 160 systems Revenue: 2 160 × 400 000 kr ≈ 865 mill. kr With ~12 % EBITDA margin: → approx. 100–105 mill. kr EBITDA from fuel systems alone Q2 2026 (orders from approx. November–January) November: ~27 000 orders December: 42 000 orders January: 32 000 orders Total ≈ 101 000 trucks 101 000 × 6 % gas = 6 060 gas trucks Hexagon's share 50 % → 3 030 systems Revenue: 3 030 × 400 000 kr ≈ 1.2 bn. kr With ~12 % EBITDA margin: → approx. 145 mill. kr EBITDA from fuel systems alone The point is that the Q4 figures we now see in practice come from quite normal order volumes of around 18–20k trucks per month. When volumes are now significantly higher, while the gas share is likely to increase, the figures clearly point upwards into 2026. And this is still without including new larger Fuel System orders to other countries (Mexico), without any new large Mobile Pipeline contracts, and also without new contracts within aerospace – which incidentally appears to be a very exciting segment with potentially high EBITDA margin going forward. If this picture is reasonably accurate, the figures indicate that earnings in 2026 could increase sufficiently that the need for a share issue would practically disappear. I acknowledge that this is not an exact science, but an attempt at an estimate. I welcome constructive input.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
1 000
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 150 | - | - | ||
| 1 | - | - | ||
| 2 200 | - | - | ||
| 3 257 | - | - | ||
| 6 087 | - | - |
Ylin
9,03VWAP
Alin
8,23VaihtoMäärä
39,4 4 631 532
VWAP
Ylin
9,03Alin
8,23VaihtoMäärä
39,4 4 631 532
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
UUTTA
Tänään
‧39 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
6,7542 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·11 min sitten• The US Environmental Protection Agency has withdrawn a 2009 declaration that defined greenhouse gases as a threat to public health. This removes the basis for many climate laws. • The decision leads, among other things, to the repeal of emissions regulations for cars, trucks, and power plants. This could lead to significant increases in CO₂ emissions and pollution. What will this mean for hexagon going forward?
- ·6 t sittenIncredibly frustrating that many can't hold onto their shares, but sell them cheaply to short sellers who have now started covering. Let's just hope that the first short that gets out, turns completely around and contributes to a short squeeze🤠·6 t sittenAgreed, but there are probably many of us who are holding too. Or adding even more. I bought a batch at 8.34 today 🤓
- ·8 t sittenD. E. SHAW reduced its short position by 239,559 shares yesterday. New visible short is now 7.93%, down from 8.82% yesterday. https://ssr.finanstilsynet.no/Home/Details/NO0003067902
- ·11 t sitten · MuokattuCan't help but laugh, when they push the price down after today's announcement, and earnings presentation, and a feeble-minded broker pup (a boy I'd call him) from ABG makes a statement, one really has to wonder what they're smoking or sniffing in these houses. Vårdal Haugland should have been called on the carpet by the top leader. Not many are focusing on today's contract, which indicates that many simply don't understand what the company is doing, and don't see further than the end of the day, and barely even that. Hexagon leads the way, and the contract that was announced on the stock exchange today, is perhaps not that big in itself, but very important and a real mark of quality, because it shows that Hexagon Agility's technology is recognized for its quality and reliability, even in demanding environments like aviation. I believe there will be a stream of contracts going forward, both large and small.
- ·11 t sitten · MuokattuI have tried to calculate concretely what the truck orders actually mean for Hexagon – and if it aligns with what we now see in the Q4 report. The model I use is based on the premise that Hexagon's revenues normally come 4–5 months after the truck orders are registered. This corresponds well with normal delivery time from order at OEM to finished truck delivery, while fuel systems are typically delivered quite close to the completion of the vehicle. I further assume: • approx. 5 % of Class 8 orders are for gas • Hexagon supplies approximately 50 % of these (assumed market share, which also corresponds well with observed figures in 2025) • value per fuel system ≈ 400 000 kr (which harmonizes well with the extra cost the OEM states for a gas truck) • EBITDA margin fuel systems around 10 % in Q4 If we look at the months assumed to impact Q4 (orders around 4–5 months earlier), there are three months that contribute: May: ~18 000 orders June: ~16 000 orders July: ~19 000 orders Total ≈ 53 000 trucks contributing to Q4. The calculation then becomes: 53 000 × 5 % gas = 2 650 gas trucks Hexagon's share 50 % → approx. 1 325 fuel systems Revenue: 1 325 × 400 000 kr ≈ 530 mill. kr With ~10 % EBITDA margin, this gives: → approx. 50–55 mill. kr EBITDA This harmonizes well with what we actually see in the Q4 report, where fuel systems show clear improvement and lift the overall picture from previous quarters. Now to what is really interesting: what do the figures indicate for Q1 and Q2? If we assume that the gas share increases cautiously from 5 % to 6 % in 2026, and that the EBITDA margin simultaneously improves to around 12 % as a result of higher volume and cost cuts, we get: Q1 2026 (orders from approx. August–October) August: ~22 000 orders September: ~24 000 orders October: ~26 000 orders Total ≈ 72 000 trucks 72 000 × 6 % gas = 4 320 gas trucks Hexagon's share 50 % → 2 160 systems Revenue: 2 160 × 400 000 kr ≈ 865 mill. kr With ~12 % EBITDA margin: → approx. 100–105 mill. kr EBITDA from fuel systems alone Q2 2026 (orders from approx. November–January) November: ~27 000 orders December: 42 000 orders January: 32 000 orders Total ≈ 101 000 trucks 101 000 × 6 % gas = 6 060 gas trucks Hexagon's share 50 % → 3 030 systems Revenue: 3 030 × 400 000 kr ≈ 1.2 bn. kr With ~12 % EBITDA margin: → approx. 145 mill. kr EBITDA from fuel systems alone The point is that the Q4 figures we now see in practice come from quite normal order volumes of around 18–20k trucks per month. When volumes are now significantly higher, while the gas share is likely to increase, the figures clearly point upwards into 2026. And this is still without including new larger Fuel System orders to other countries (Mexico), without any new large Mobile Pipeline contracts, and also without new contracts within aerospace – which incidentally appears to be a very exciting segment with potentially high EBITDA margin going forward. If this picture is reasonably accurate, the figures indicate that earnings in 2026 could increase sufficiently that the need for a share issue would practically disappear. I acknowledge that this is not an exact science, but an attempt at an estimate. I welcome constructive input.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
1 000
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 150 | - | - | ||
| 1 | - | - | ||
| 2 200 | - | - | ||
| 3 257 | - | - | ||
| 6 087 | - | - |
Ylin
9,03VWAP
Alin
8,23VaihtoMäärä
39,4 4 631 532
VWAP
Ylin
9,03Alin
8,23VaihtoMäärä
39,4 4 631 532
Välittäjätilasto
Dataa ei löytynyt