2026 Q2 -tulosraportti
11 päivää sitten
‧1 t 1 min
4,70 NOK/osake
Irtoamispäivä 15.10.
7,29%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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
Vuosittainen yhtiökokous 2026 19.5. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 29.10.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenI have retrieved the 3 latest quarterly reports from Børsdata and fed them into AI for analysis. Here is the result: Many investors who only look at Profit Margin or Net Sales would have dumped their shares in panic in Q4 2025 or bought in silent admiration in Q1 2026. But with this setup, you see exactly what is really happening behind the scenes. 1. Overview table (Børsdata) Key figures Q4 2025 Q1 2026 Q2 2026 What this tells about operations Net Sales 19 844 18 197 18 135 Stable revenue, slightly decreasing from the Q4 peak. Operating Margin 20.3 % 21.5 % 20.8 % Extremely stable core business! The margin is nailed around 20-21 %. FCF Margin 40.4 % 183.0 % 19.4 % Huge fluctuations – directly controlled by CapEx/sale of assets (see below). Net Debt / EBITDA 2.4 1.3 1.6 The balance sheet has been significantly strengthened during 2026 (lower financial risk). Capex % 31.5 % -70.4 % -77.1 % Critical change: The company has sold assets/equipment or received settlement for investments! ROIC 5.1 % 11.0 % 9.8 % Return on capital has doubled since last autumn. Earnings / FCF 39.1 % 28.4 % 25.7 % FCF exceeds profit by a good margin. OCF Margin 43.7 % 31.8 % 31.3 % True cash machine: Consistently delivers >30 % cash flow from operations! Profit Margin -3.8 % 45.1 % 13.9 % Accounting noise (affected by depreciation, asset sales or tax). 2. The 3 most important findings from the analysis , A. Q4 2025: The optical "P/E trap" (Profit Margin was -3.8 %) If an investor only looked at the net result (Profit Margin = -3.8 %), they would have thought the company was losing money and was in trouble. What your numbers reveal: Operating performance was super strong (Operating Margin = 20.3 %), and operating cash flow was enormous (OCF Margin = 43.7 %). Unnaturally low Profit Margin was most likely due to a one-off write-down, unrealized currency loss or tax adjustment – operations were in full swing. B. Q1 2026: Sale of assets / Mast settlement (Capex % = -70.4 %) In Q1 2026 we see an Eldorado of cash flow (FCF Margin = 183 % and Profit Margin = 45.1 %). What the numbers reveal: The reason for this cash explosion is that Capex % is negative (-70.4 %). The company has not only cut investments; they have sold off infrastructure, property or subsidiaries that have brought in enormous amounts of cash. These cash funds were immediately used to pay down debt, which you can see as Net Debt / EBITDA plunged from 2.4 to 1.3! C. Q2 2026: The new "normal" In Q2 2026 the noise begins to settle, and you see the true company emerge: Stable and healthy revenue (18.1 bn). Core profitability is intact (Operating Margin 20.8 % and OCF Margin 31.3 %). ROIC has stabilized at ~10 % (up from a weak 5.1 % in Q4 2025 – the debt repayment and sale of less profitable assets have made the company more capital-efficient!). The balance sheet is secure (Net Debt/EBITDA at 1.6).
·1 päivä sittenIs there anyone who can explain to me why Telenor is the most bought in the last 6 months, I can't see why, can everyone else see something that I don't see?It is precisely the fact that it has fallen disproportionately much recently that makes it a good buy now.
·23.7.- Telenor makes billions in profit every year, but they leave the responsibility for the old copper cables to me and others, says Halvor Skjerkholt. He thinks it's bad that agriculture and forestry have to bear both the bill and the extra work, as well as the risk of serious animal tragedies.https://www.tvedestrandsposten.no/milliardselskapet-har-ikke-ryddet-opp-urimelig-at-jeg-ma-ta-regningen/s/5-52-922372?fbclid=IwdGRjcATOm9ljbGNrBM6b1WV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHiApNynbkaAvN6cdRHircsEJadxyVb_u0u9J1vqJgPLoQ03Kkq8FRe6mx8gm_aem_MrgXNDG7FR8pJUtyLSLTBg
·21.7.Goldman Sachs sees 40% upside from price 132. That's pretty good.
You probably mean rather that there was an upside of 60%, which is now believed to be closer to 40%?
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 Q2 -tulosraportti
11 päivää sitten
‧1 t 1 min
4,70 NOK/osake
Irtoamispäivä 15.10.
7,29%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
- ·9 t sittenI have retrieved the 3 latest quarterly reports from Børsdata and fed them into AI for analysis. Here is the result: Many investors who only look at Profit Margin or Net Sales would have dumped their shares in panic in Q4 2025 or bought in silent admiration in Q1 2026. But with this setup, you see exactly what is really happening behind the scenes. 1. Overview table (Børsdata) Key figures Q4 2025 Q1 2026 Q2 2026 What this tells about operations Net Sales 19 844 18 197 18 135 Stable revenue, slightly decreasing from the Q4 peak. Operating Margin 20.3 % 21.5 % 20.8 % Extremely stable core business! The margin is nailed around 20-21 %. FCF Margin 40.4 % 183.0 % 19.4 % Huge fluctuations – directly controlled by CapEx/sale of assets (see below). Net Debt / EBITDA 2.4 1.3 1.6 The balance sheet has been significantly strengthened during 2026 (lower financial risk). Capex % 31.5 % -70.4 % -77.1 % Critical change: The company has sold assets/equipment or received settlement for investments! ROIC 5.1 % 11.0 % 9.8 % Return on capital has doubled since last autumn. Earnings / FCF 39.1 % 28.4 % 25.7 % FCF exceeds profit by a good margin. OCF Margin 43.7 % 31.8 % 31.3 % True cash machine: Consistently delivers >30 % cash flow from operations! Profit Margin -3.8 % 45.1 % 13.9 % Accounting noise (affected by depreciation, asset sales or tax). 2. The 3 most important findings from the analysis , A. Q4 2025: The optical "P/E trap" (Profit Margin was -3.8 %) If an investor only looked at the net result (Profit Margin = -3.8 %), they would have thought the company was losing money and was in trouble. What your numbers reveal: Operating performance was super strong (Operating Margin = 20.3 %), and operating cash flow was enormous (OCF Margin = 43.7 %). Unnaturally low Profit Margin was most likely due to a one-off write-down, unrealized currency loss or tax adjustment – operations were in full swing. B. Q1 2026: Sale of assets / Mast settlement (Capex % = -70.4 %) In Q1 2026 we see an Eldorado of cash flow (FCF Margin = 183 % and Profit Margin = 45.1 %). What the numbers reveal: The reason for this cash explosion is that Capex % is negative (-70.4 %). The company has not only cut investments; they have sold off infrastructure, property or subsidiaries that have brought in enormous amounts of cash. These cash funds were immediately used to pay down debt, which you can see as Net Debt / EBITDA plunged from 2.4 to 1.3! C. Q2 2026: The new "normal" In Q2 2026 the noise begins to settle, and you see the true company emerge: Stable and healthy revenue (18.1 bn). Core profitability is intact (Operating Margin 20.8 % and OCF Margin 31.3 %). ROIC has stabilized at ~10 % (up from a weak 5.1 % in Q4 2025 – the debt repayment and sale of less profitable assets have made the company more capital-efficient!). The balance sheet is secure (Net Debt/EBITDA at 1.6).
- ·1 päivä sittenIs there anyone who can explain to me why Telenor is the most bought in the last 6 months, I can't see why, can everyone else see something that I don't see?It is precisely the fact that it has fallen disproportionately much recently that makes it a good buy now.
- ·23.7.- Telenor makes billions in profit every year, but they leave the responsibility for the old copper cables to me and others, says Halvor Skjerkholt. He thinks it's bad that agriculture and forestry have to bear both the bill and the extra work, as well as the risk of serious animal tragedies.https://www.tvedestrandsposten.no/milliardselskapet-har-ikke-ryddet-opp-urimelig-at-jeg-ma-ta-regningen/s/5-52-922372?fbclid=IwdGRjcATOm9ljbGNrBM6b1WV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHiApNynbkaAvN6cdRHircsEJadxyVb_u0u9J1vqJgPLoQ03Kkq8FRe6mx8gm_aem_MrgXNDG7FR8pJUtyLSLTBg
- ·21.7.Goldman Sachs sees 40% upside from price 132. That's pretty good.You probably mean rather that there was an upside of 60%, which is now believed to be closer to 40%?
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
Vuosittainen yhtiökokous 2026 19.5. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 29.10.2025 |
2026 Q2 -tulosraportti
11 päivää sitten
‧1 t 1 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
Vuosittainen yhtiökokous 2026 19.5. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 29.10.2025 |
4,70 NOK/osake
Irtoamispäivä 15.10.
7,29%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenI have retrieved the 3 latest quarterly reports from Børsdata and fed them into AI for analysis. Here is the result: Many investors who only look at Profit Margin or Net Sales would have dumped their shares in panic in Q4 2025 or bought in silent admiration in Q1 2026. But with this setup, you see exactly what is really happening behind the scenes. 1. Overview table (Børsdata) Key figures Q4 2025 Q1 2026 Q2 2026 What this tells about operations Net Sales 19 844 18 197 18 135 Stable revenue, slightly decreasing from the Q4 peak. Operating Margin 20.3 % 21.5 % 20.8 % Extremely stable core business! The margin is nailed around 20-21 %. FCF Margin 40.4 % 183.0 % 19.4 % Huge fluctuations – directly controlled by CapEx/sale of assets (see below). Net Debt / EBITDA 2.4 1.3 1.6 The balance sheet has been significantly strengthened during 2026 (lower financial risk). Capex % 31.5 % -70.4 % -77.1 % Critical change: The company has sold assets/equipment or received settlement for investments! ROIC 5.1 % 11.0 % 9.8 % Return on capital has doubled since last autumn. Earnings / FCF 39.1 % 28.4 % 25.7 % FCF exceeds profit by a good margin. OCF Margin 43.7 % 31.8 % 31.3 % True cash machine: Consistently delivers >30 % cash flow from operations! Profit Margin -3.8 % 45.1 % 13.9 % Accounting noise (affected by depreciation, asset sales or tax). 2. The 3 most important findings from the analysis , A. Q4 2025: The optical "P/E trap" (Profit Margin was -3.8 %) If an investor only looked at the net result (Profit Margin = -3.8 %), they would have thought the company was losing money and was in trouble. What your numbers reveal: Operating performance was super strong (Operating Margin = 20.3 %), and operating cash flow was enormous (OCF Margin = 43.7 %). Unnaturally low Profit Margin was most likely due to a one-off write-down, unrealized currency loss or tax adjustment – operations were in full swing. B. Q1 2026: Sale of assets / Mast settlement (Capex % = -70.4 %) In Q1 2026 we see an Eldorado of cash flow (FCF Margin = 183 % and Profit Margin = 45.1 %). What the numbers reveal: The reason for this cash explosion is that Capex % is negative (-70.4 %). The company has not only cut investments; they have sold off infrastructure, property or subsidiaries that have brought in enormous amounts of cash. These cash funds were immediately used to pay down debt, which you can see as Net Debt / EBITDA plunged from 2.4 to 1.3! C. Q2 2026: The new "normal" In Q2 2026 the noise begins to settle, and you see the true company emerge: Stable and healthy revenue (18.1 bn). Core profitability is intact (Operating Margin 20.8 % and OCF Margin 31.3 %). ROIC has stabilized at ~10 % (up from a weak 5.1 % in Q4 2025 – the debt repayment and sale of less profitable assets have made the company more capital-efficient!). The balance sheet is secure (Net Debt/EBITDA at 1.6).
- ·1 päivä sittenIs there anyone who can explain to me why Telenor is the most bought in the last 6 months, I can't see why, can everyone else see something that I don't see?It is precisely the fact that it has fallen disproportionately much recently that makes it a good buy now.
- ·23.7.- Telenor makes billions in profit every year, but they leave the responsibility for the old copper cables to me and others, says Halvor Skjerkholt. He thinks it's bad that agriculture and forestry have to bear both the bill and the extra work, as well as the risk of serious animal tragedies.https://www.tvedestrandsposten.no/milliardselskapet-har-ikke-ryddet-opp-urimelig-at-jeg-ma-ta-regningen/s/5-52-922372?fbclid=IwdGRjcATOm9ljbGNrBM6b1WV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHiApNynbkaAvN6cdRHircsEJadxyVb_u0u9J1vqJgPLoQ03Kkq8FRe6mx8gm_aem_MrgXNDG7FR8pJUtyLSLTBg
- ·21.7.Goldman Sachs sees 40% upside from price 132. That's pretty good.You probably mean rather that there was an upside of 60%, which is now believed to be closer to 40%?
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