2026 Q3 - tulosraportti
13 päivää sitten
‧27 min
5,00 NOK/osake
Viimeisin osinko
10,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 289 | ||
| 1 290 | ||
| 2 958 | ||
| 107 | ||
| 31 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 14.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 6.2. | ||
2025 Q3 - tulosraportti 31.10.2025 |
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
23 t sittenAker Solutions after Wisting: where does the next order come from? The backlog is solid at NOK 69.3bn, but the cliff is visible. Revenue guidance falls from NOK 53 to 55bn in 2026 to NOK 35 to 40bn in 2027 as the Aker BP projects roll off, and Q3 order intake of NOK 5.4bn implies a book-to-bill of just 0.4. The investment case is no longer about execution but about replacement. Equinor awarded the Wisting FPSO topsides FEED to Aibel, even though Aker Solutions held the original FEED with an EPCI option sized at NOK 8 to 12bn. The field itself is still moving ahead, with FID planned for late 2027. For Aker Solutions, however, the most obvious large Norwegian replacement project is effectively off the table. The tender pipeline now stands at around NOK 72bn adjusted for Wisting, with roughly NOK 43bn in Asia/Australia and NOK 25bn in Europe, Norway included. What remains is a portfolio of smaller pieces. In Europe, the focus is topside modifications for subsea tiebacks such as the Kvitebjørn/Atlantis FEED, plus HVDC substructures at Verdal, where a NOK 2.5 to 4bn award came in June. Life Cycle, anchored by the five-year Aker BP MMO frame agreement and a new BP UK agreement, remains the most stable part of the portfolio. Q3 order intake was weak there, though, and will need to improve for the segment to support growth. Internationally, the engineering hubs in Kuala Lumpur and Mumbai are chasing FPSO and Middle East work, most recently a NOK 0.5 to 1.5bn detail design award on Qatar's Maydan Mahzam. SMRs remain a long-dated option, with detailed engineering targeted for 2027. The core issue is scale. Even allowing for several NOK 0.5 to 2bn awards, Aker Solutions would need a large number of them to offset the revenue the Aker BP megaprojects used to provide. Much of the new work is also engineering hours rather than yard fabrication. Management's cost and capacity cuts suggest it agrees. The main counterargument is that the 20% stake in SLB OneSubsea, which is positioned for growth from 2027 onwards, gives indirect exposure to a stronger subsea cycle. That supports earnings and dividends, but it does not put work into Aker Solutions' own yards or engineering offices. The investment case has shifted from execution to replenishment. As long as order intake stays below the revenue run-rate, the market is likely to care more about what replaces the Aker BP portfolio than about margin delivery. Q4 in February is the first test. Disclosure: I do not own shares in Aker Solutions. This post was written with the help of ChatGPT, Claude and Copilot. Sources: https://www.inderes.se/releases/aker-solutions-asa-third-quarter-results-2026-1 https://www.inderes.dk/releases/aker-solutions-asa-third-quarter-results-2026 https://worldoil.com/news/2026/10/23/equinor-awards-aibel-feed-for-wisting-fpso-topsides-in-barents-sea/ https://www.oedigital.com/amp/news/491464-aker-solutions-wins-feed-for-wisting-fpso https://finance.yahoo.com/quote/AKSOO.XD/earnings/AKSOO.XD-Q3-2026-earnings_call-423000.html https://www.investing.com/news/company-news/aker-solutions-q3-2026-slides-solid-quarter-challenging-2027-ahead-93CH-4977807 https://www.gurufocus.com/news/9147626/aker-solutions-asa-akrtf-q3-2026-earnings-call-highlights-solid-margins-amid-revenue-decline-and-strategic-shift https://www.oedigital.com/amp/news/538785-aker-solutions-gets-feed-job-from-equinor-for-north-sea-gas-discovery https://www.oedigital.com/amp/news/535761-aker-solutions-nets-five-year-deal-with-aker-bp-for-norwegian-assets https://www.inderes.fi/en/releases/aker-solutions-asa-aker-solutions-awarded-contract-for-offshore-wind-project https://www.worldoil.com/news/2026/11/5/aker-solutions-wins-design-work-for-qatarenergy-s-maydan-mahzam-redevelopment/
Wisting can and will be split up into "several" small and larger contracts. at least I thought- ·6.11.Analyst predicts Oslo Børs up https://www.finansavisen.no/finans/2026/11/06/8393760/analytiker-spar-oslo-bors-opp
- 5.11.Congratulations to Aker Solutions on the letter of award from PTSC M&C for detail design work on the Maydan Mahzam field offshore Qatar. The engineering teams in Kuala Lumpur and Mumbai will design three major topsides, four jackets and the brownfield tie-in to existing installations. This is part of QatarEnergy's large redevelopment of a field that has been producing oil since the mid 1960s. The contract falls in the company's "sizeable" category, which means between NOK 0.5 and 1.5 billion. Once the final contract is signed, Aker Solutions expects to book it as order intake in the fourth quarter in the Renewables and Field Development segment. Formally this is still a letter of award and not a signed contract, but it clearly shows where things are heading. What pleases me most is what this says about the company's international engineering organization. Kuala Lumpur and Mumbai are now winning work in the Middle East on their own merits, which gives Aker Solutions a solid footing outside the Norwegian shelf. According to MEED, the full redevelopment is estimated at USD 4 to 5 billion. The programme is planned to run until the end of 2031 and keep production at around 25,000 barrels per day. That brings both visibility in the order book and a strong reference in a market with more large projects ahead. Well done to everyone involved, and good luck with the execution. And yes please, more contracts like this! Written with assistance of Claude AI. Sources: https://newsweb.oslobors.no/message/685703 https://www.offshore-energy.biz/2026/11/05/aker-solutions-scores-multimillion-dollar-job-on-oil-field-redevelopment-offshore-qatar https://splash247.com/aker-solutions-bags-engineering-deal-for-qatar-oilfield-redevelopment/ https://www.oilandgasmiddleeast.com/news/maydan-mahzam-aker-design-award
- ·5.11. · MuokattuWhen do we get news about SMR contracts ?? "Rolls-Royce and many others know that SMR is the future for Europe. This will be exciting to follow" England and the Czech Republic are first out "The Memorandum of Understanding establishes a partnership to develop Aker Solutions' offering of non-nuclear parts of skid modules for Rolls-Royce SMR's portfolio, and utilize Aker Solutions' deep expertise in modularization and execution of complex energy projects"
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
13 päivää sitten
‧27 min
5,00 NOK/osake
Viimeisin osinko
10,00%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
- 23 t sittenAker Solutions after Wisting: where does the next order come from? The backlog is solid at NOK 69.3bn, but the cliff is visible. Revenue guidance falls from NOK 53 to 55bn in 2026 to NOK 35 to 40bn in 2027 as the Aker BP projects roll off, and Q3 order intake of NOK 5.4bn implies a book-to-bill of just 0.4. The investment case is no longer about execution but about replacement. Equinor awarded the Wisting FPSO topsides FEED to Aibel, even though Aker Solutions held the original FEED with an EPCI option sized at NOK 8 to 12bn. The field itself is still moving ahead, with FID planned for late 2027. For Aker Solutions, however, the most obvious large Norwegian replacement project is effectively off the table. The tender pipeline now stands at around NOK 72bn adjusted for Wisting, with roughly NOK 43bn in Asia/Australia and NOK 25bn in Europe, Norway included. What remains is a portfolio of smaller pieces. In Europe, the focus is topside modifications for subsea tiebacks such as the Kvitebjørn/Atlantis FEED, plus HVDC substructures at Verdal, where a NOK 2.5 to 4bn award came in June. Life Cycle, anchored by the five-year Aker BP MMO frame agreement and a new BP UK agreement, remains the most stable part of the portfolio. Q3 order intake was weak there, though, and will need to improve for the segment to support growth. Internationally, the engineering hubs in Kuala Lumpur and Mumbai are chasing FPSO and Middle East work, most recently a NOK 0.5 to 1.5bn detail design award on Qatar's Maydan Mahzam. SMRs remain a long-dated option, with detailed engineering targeted for 2027. The core issue is scale. Even allowing for several NOK 0.5 to 2bn awards, Aker Solutions would need a large number of them to offset the revenue the Aker BP megaprojects used to provide. Much of the new work is also engineering hours rather than yard fabrication. Management's cost and capacity cuts suggest it agrees. The main counterargument is that the 20% stake in SLB OneSubsea, which is positioned for growth from 2027 onwards, gives indirect exposure to a stronger subsea cycle. That supports earnings and dividends, but it does not put work into Aker Solutions' own yards or engineering offices. The investment case has shifted from execution to replenishment. As long as order intake stays below the revenue run-rate, the market is likely to care more about what replaces the Aker BP portfolio than about margin delivery. Q4 in February is the first test. Disclosure: I do not own shares in Aker Solutions. This post was written with the help of ChatGPT, Claude and Copilot. Sources: https://www.inderes.se/releases/aker-solutions-asa-third-quarter-results-2026-1 https://www.inderes.dk/releases/aker-solutions-asa-third-quarter-results-2026 https://worldoil.com/news/2026/10/23/equinor-awards-aibel-feed-for-wisting-fpso-topsides-in-barents-sea/ https://www.oedigital.com/amp/news/491464-aker-solutions-wins-feed-for-wisting-fpso https://finance.yahoo.com/quote/AKSOO.XD/earnings/AKSOO.XD-Q3-2026-earnings_call-423000.html https://www.investing.com/news/company-news/aker-solutions-q3-2026-slides-solid-quarter-challenging-2027-ahead-93CH-4977807 https://www.gurufocus.com/news/9147626/aker-solutions-asa-akrtf-q3-2026-earnings-call-highlights-solid-margins-amid-revenue-decline-and-strategic-shift https://www.oedigital.com/amp/news/538785-aker-solutions-gets-feed-job-from-equinor-for-north-sea-gas-discovery https://www.oedigital.com/amp/news/535761-aker-solutions-nets-five-year-deal-with-aker-bp-for-norwegian-assets https://www.inderes.fi/en/releases/aker-solutions-asa-aker-solutions-awarded-contract-for-offshore-wind-project https://www.worldoil.com/news/2026/11/5/aker-solutions-wins-design-work-for-qatarenergy-s-maydan-mahzam-redevelopment/Wisting can and will be split up into "several" small and larger contracts. at least I thought
- ·6.11.Analyst predicts Oslo Børs up https://www.finansavisen.no/finans/2026/11/06/8393760/analytiker-spar-oslo-bors-opp
- 5.11.Congratulations to Aker Solutions on the letter of award from PTSC M&C for detail design work on the Maydan Mahzam field offshore Qatar. The engineering teams in Kuala Lumpur and Mumbai will design three major topsides, four jackets and the brownfield tie-in to existing installations. This is part of QatarEnergy's large redevelopment of a field that has been producing oil since the mid 1960s. The contract falls in the company's "sizeable" category, which means between NOK 0.5 and 1.5 billion. Once the final contract is signed, Aker Solutions expects to book it as order intake in the fourth quarter in the Renewables and Field Development segment. Formally this is still a letter of award and not a signed contract, but it clearly shows where things are heading. What pleases me most is what this says about the company's international engineering organization. Kuala Lumpur and Mumbai are now winning work in the Middle East on their own merits, which gives Aker Solutions a solid footing outside the Norwegian shelf. According to MEED, the full redevelopment is estimated at USD 4 to 5 billion. The programme is planned to run until the end of 2031 and keep production at around 25,000 barrels per day. That brings both visibility in the order book and a strong reference in a market with more large projects ahead. Well done to everyone involved, and good luck with the execution. And yes please, more contracts like this! Written with assistance of Claude AI. Sources: https://newsweb.oslobors.no/message/685703 https://www.offshore-energy.biz/2026/11/05/aker-solutions-scores-multimillion-dollar-job-on-oil-field-redevelopment-offshore-qatar https://splash247.com/aker-solutions-bags-engineering-deal-for-qatar-oilfield-redevelopment/ https://www.oilandgasmiddleeast.com/news/maydan-mahzam-aker-design-award
- ·5.11. · MuokattuWhen do we get news about SMR contracts ?? "Rolls-Royce and many others know that SMR is the future for Europe. This will be exciting to follow" England and the Czech Republic are first out "The Memorandum of Understanding establishes a partnership to develop Aker Solutions' offering of non-nuclear parts of skid modules for Rolls-Royce SMR's portfolio, and utilize Aker Solutions' deep expertise in modularization and execution of complex energy projects"
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 289 | ||
| 1 290 | ||
| 2 958 | ||
| 107 | ||
| 31 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 14.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 6.2. | ||
2025 Q3 - tulosraportti 31.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
13 päivää sitten
‧27 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 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 14.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 6.2. | ||
2025 Q3 - tulosraportti 31.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
5,00 NOK/osake
Viimeisin osinko
10,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 23 t sittenAker Solutions after Wisting: where does the next order come from? The backlog is solid at NOK 69.3bn, but the cliff is visible. Revenue guidance falls from NOK 53 to 55bn in 2026 to NOK 35 to 40bn in 2027 as the Aker BP projects roll off, and Q3 order intake of NOK 5.4bn implies a book-to-bill of just 0.4. The investment case is no longer about execution but about replacement. Equinor awarded the Wisting FPSO topsides FEED to Aibel, even though Aker Solutions held the original FEED with an EPCI option sized at NOK 8 to 12bn. The field itself is still moving ahead, with FID planned for late 2027. For Aker Solutions, however, the most obvious large Norwegian replacement project is effectively off the table. The tender pipeline now stands at around NOK 72bn adjusted for Wisting, with roughly NOK 43bn in Asia/Australia and NOK 25bn in Europe, Norway included. What remains is a portfolio of smaller pieces. In Europe, the focus is topside modifications for subsea tiebacks such as the Kvitebjørn/Atlantis FEED, plus HVDC substructures at Verdal, where a NOK 2.5 to 4bn award came in June. Life Cycle, anchored by the five-year Aker BP MMO frame agreement and a new BP UK agreement, remains the most stable part of the portfolio. Q3 order intake was weak there, though, and will need to improve for the segment to support growth. Internationally, the engineering hubs in Kuala Lumpur and Mumbai are chasing FPSO and Middle East work, most recently a NOK 0.5 to 1.5bn detail design award on Qatar's Maydan Mahzam. SMRs remain a long-dated option, with detailed engineering targeted for 2027. The core issue is scale. Even allowing for several NOK 0.5 to 2bn awards, Aker Solutions would need a large number of them to offset the revenue the Aker BP megaprojects used to provide. Much of the new work is also engineering hours rather than yard fabrication. Management's cost and capacity cuts suggest it agrees. The main counterargument is that the 20% stake in SLB OneSubsea, which is positioned for growth from 2027 onwards, gives indirect exposure to a stronger subsea cycle. That supports earnings and dividends, but it does not put work into Aker Solutions' own yards or engineering offices. The investment case has shifted from execution to replenishment. As long as order intake stays below the revenue run-rate, the market is likely to care more about what replaces the Aker BP portfolio than about margin delivery. Q4 in February is the first test. Disclosure: I do not own shares in Aker Solutions. This post was written with the help of ChatGPT, Claude and Copilot. Sources: https://www.inderes.se/releases/aker-solutions-asa-third-quarter-results-2026-1 https://www.inderes.dk/releases/aker-solutions-asa-third-quarter-results-2026 https://worldoil.com/news/2026/10/23/equinor-awards-aibel-feed-for-wisting-fpso-topsides-in-barents-sea/ https://www.oedigital.com/amp/news/491464-aker-solutions-wins-feed-for-wisting-fpso https://finance.yahoo.com/quote/AKSOO.XD/earnings/AKSOO.XD-Q3-2026-earnings_call-423000.html https://www.investing.com/news/company-news/aker-solutions-q3-2026-slides-solid-quarter-challenging-2027-ahead-93CH-4977807 https://www.gurufocus.com/news/9147626/aker-solutions-asa-akrtf-q3-2026-earnings-call-highlights-solid-margins-amid-revenue-decline-and-strategic-shift https://www.oedigital.com/amp/news/538785-aker-solutions-gets-feed-job-from-equinor-for-north-sea-gas-discovery https://www.oedigital.com/amp/news/535761-aker-solutions-nets-five-year-deal-with-aker-bp-for-norwegian-assets https://www.inderes.fi/en/releases/aker-solutions-asa-aker-solutions-awarded-contract-for-offshore-wind-project https://www.worldoil.com/news/2026/11/5/aker-solutions-wins-design-work-for-qatarenergy-s-maydan-mahzam-redevelopment/Wisting can and will be split up into "several" small and larger contracts. at least I thought
- ·6.11.Analyst predicts Oslo Børs up https://www.finansavisen.no/finans/2026/11/06/8393760/analytiker-spar-oslo-bors-opp
- 5.11.Congratulations to Aker Solutions on the letter of award from PTSC M&C for detail design work on the Maydan Mahzam field offshore Qatar. The engineering teams in Kuala Lumpur and Mumbai will design three major topsides, four jackets and the brownfield tie-in to existing installations. This is part of QatarEnergy's large redevelopment of a field that has been producing oil since the mid 1960s. The contract falls in the company's "sizeable" category, which means between NOK 0.5 and 1.5 billion. Once the final contract is signed, Aker Solutions expects to book it as order intake in the fourth quarter in the Renewables and Field Development segment. Formally this is still a letter of award and not a signed contract, but it clearly shows where things are heading. What pleases me most is what this says about the company's international engineering organization. Kuala Lumpur and Mumbai are now winning work in the Middle East on their own merits, which gives Aker Solutions a solid footing outside the Norwegian shelf. According to MEED, the full redevelopment is estimated at USD 4 to 5 billion. The programme is planned to run until the end of 2031 and keep production at around 25,000 barrels per day. That brings both visibility in the order book and a strong reference in a market with more large projects ahead. Well done to everyone involved, and good luck with the execution. And yes please, more contracts like this! Written with assistance of Claude AI. Sources: https://newsweb.oslobors.no/message/685703 https://www.offshore-energy.biz/2026/11/05/aker-solutions-scores-multimillion-dollar-job-on-oil-field-redevelopment-offshore-qatar https://splash247.com/aker-solutions-bags-engineering-deal-for-qatar-oilfield-redevelopment/ https://www.oilandgasmiddleeast.com/news/maydan-mahzam-aker-design-award
- ·5.11. · MuokattuWhen do we get news about SMR contracts ?? "Rolls-Royce and many others know that SMR is the future for Europe. This will be exciting to follow" England and the Czech Republic are first out "The Memorandum of Understanding establishes a partnership to develop Aker Solutions' offering of non-nuclear parts of skid modules for Rolls-Royce SMR's portfolio, and utilize Aker Solutions' deep expertise in modularization and execution of complex energy projects"
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 289 | ||
| 1 290 | ||
| 2 958 | ||
| 107 | ||
| 31 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt