2026 Q2 -tulosraportti
17 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,83%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 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11 t sittenI have retrieved figures from the three latest quarterly reports in Børsdata and fed them into AI. Here is the result: 1. Overview table (Aker Solutions: Q4 2025, Q1 2026, Q2 2026)Note: Revenue (Net Sales) is stated in millions NOK.Key figuresQ4 2025Q1 2026Q2 2026What this tells about the supplier giantNet Sales (mNOK)16 59313 27912 846High revenue in Q4 (project deliveries), followed by a normalization in H1 2026.Operating Margin4.2 %5.6 %6.3 %Rising margins: Project execution becomes more profitable each quarter.FCF Margin8.0 %25.3 %-0.12 %Project payments: Fluctuates wildly based on when oil companies pay milestones.Net Debt / EBITDA-0.74x-1.0x-0.13xNET CASH POSITION: They have no net debt – the cash register is overflowing with cash!CapEx %-34.6 %-31.9 %-37.9 %Negative CapEx: Receives payments/settlements or sells/releases capital in projects.ROIC21.8 %30.1 %30.2 %ELITE LEVEL (>30 %): Extremely high! Proves a super-efficient capital model.Earnings / FCF73.9 %49.4 %60.8 %FCF covers the result with a good margin.OCF Margin5.7 %20.2 %-1.5 %Fluctuates with milestone payments and working capital from customers.Profit Margin4.2 %7.7 %5.1 % 2. The 3 most critical findings from the AKSO figures A. Negative Net Debt / EBITDA (Net Cash Position) Look at the figures -0.74x, -1.0x and -0.13x. This means that Aker Solutions has more cash in its account than it has total debt. Unlike shipping companies that have to take out billions in loans to buy ships, Aker Solutions' projects are largely financed by customers' advance payments (working capital). This means that the financial risk of bankruptcy is almost zero. B. The sky-high ROIC of over 30 % Why does AKSO have a fantastic ROIC of 30.2 % in Q2 2026, when the operating margin (Operating Margin) is only 6.3 %? This is the magic of asset-light business models. Because Aker Solutions does not need to own gigantic ships or huge properties in relation to its revenue, the Invested Capital (the denominator in the ROIC fraction) is very small. Thus, every Krone they earn turns into an enormous return on capital. C. Why CapEx % is negative (-31 % to -37 %) and OCF fluctuates AKSO has carried out large structural transactions (among others, the creation of the OneSubsea joint venture with SLB/Subsea7), which has triggered massive cash considerations and dividends into AKSO. In individual quarters like Q2 2026, the OCF Margin can dip slightly below zero (-1.5 %) because they tie up money in large construction projects just before the customer settles the next milestone. But with a full cash register (Net Debt = negative), they can easily withstand these working capital fluctuations.
·14 t sittenAker has indeed landed defense contracts, strange that it doesn't have any impact on the stock market 🤔
·2 päivää sittenPlease please...
To me, this looks more like a normal correction within a long-term rising trend than a clear trend reversal. After a strong rally, it is common for a stock to need a breather before it potentially tries to move up again. The decisive factor will be whether it manages to establish itself above the short moving averages again, and whether buying volume picks up. An important technical level is around 40. If the stock manages to stay above this level, the probability that it can turn upwards again increases. If it, however, clearly breaks below 40, it could open up for further decline and a deeper correction. For a long-term investor, I would currently see this as a phase where the market tests patience, not necessarily the company's fundamental value. It's important to remember that technical analysis cannot predict developments with certainty – news, and new contracts can quickly change the picture.
·24.7.SLB: SEES STRONG FOUNDATION FOR GROWTH TOWARDS 2027 Close today at 13:09 ∙ TDN Finans
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
17 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,83%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
- ·11 t sittenI have retrieved figures from the three latest quarterly reports in Børsdata and fed them into AI. Here is the result: 1. Overview table (Aker Solutions: Q4 2025, Q1 2026, Q2 2026)Note: Revenue (Net Sales) is stated in millions NOK.Key figuresQ4 2025Q1 2026Q2 2026What this tells about the supplier giantNet Sales (mNOK)16 59313 27912 846High revenue in Q4 (project deliveries), followed by a normalization in H1 2026.Operating Margin4.2 %5.6 %6.3 %Rising margins: Project execution becomes more profitable each quarter.FCF Margin8.0 %25.3 %-0.12 %Project payments: Fluctuates wildly based on when oil companies pay milestones.Net Debt / EBITDA-0.74x-1.0x-0.13xNET CASH POSITION: They have no net debt – the cash register is overflowing with cash!CapEx %-34.6 %-31.9 %-37.9 %Negative CapEx: Receives payments/settlements or sells/releases capital in projects.ROIC21.8 %30.1 %30.2 %ELITE LEVEL (>30 %): Extremely high! Proves a super-efficient capital model.Earnings / FCF73.9 %49.4 %60.8 %FCF covers the result with a good margin.OCF Margin5.7 %20.2 %-1.5 %Fluctuates with milestone payments and working capital from customers.Profit Margin4.2 %7.7 %5.1 % 2. The 3 most critical findings from the AKSO figures A. Negative Net Debt / EBITDA (Net Cash Position) Look at the figures -0.74x, -1.0x and -0.13x. This means that Aker Solutions has more cash in its account than it has total debt. Unlike shipping companies that have to take out billions in loans to buy ships, Aker Solutions' projects are largely financed by customers' advance payments (working capital). This means that the financial risk of bankruptcy is almost zero. B. The sky-high ROIC of over 30 % Why does AKSO have a fantastic ROIC of 30.2 % in Q2 2026, when the operating margin (Operating Margin) is only 6.3 %? This is the magic of asset-light business models. Because Aker Solutions does not need to own gigantic ships or huge properties in relation to its revenue, the Invested Capital (the denominator in the ROIC fraction) is very small. Thus, every Krone they earn turns into an enormous return on capital. C. Why CapEx % is negative (-31 % to -37 %) and OCF fluctuates AKSO has carried out large structural transactions (among others, the creation of the OneSubsea joint venture with SLB/Subsea7), which has triggered massive cash considerations and dividends into AKSO. In individual quarters like Q2 2026, the OCF Margin can dip slightly below zero (-1.5 %) because they tie up money in large construction projects just before the customer settles the next milestone. But with a full cash register (Net Debt = negative), they can easily withstand these working capital fluctuations.
- ·14 t sittenAker has indeed landed defense contracts, strange that it doesn't have any impact on the stock market 🤔
- ·2 päivää sittenPlease please...To me, this looks more like a normal correction within a long-term rising trend than a clear trend reversal. After a strong rally, it is common for a stock to need a breather before it potentially tries to move up again. The decisive factor will be whether it manages to establish itself above the short moving averages again, and whether buying volume picks up. An important technical level is around 40. If the stock manages to stay above this level, the probability that it can turn upwards again increases. If it, however, clearly breaks below 40, it could open up for further decline and a deeper correction. For a long-term investor, I would currently see this as a phase where the market tests patience, not necessarily the company's fundamental value. It's important to remember that technical analysis cannot predict developments with certainty – news, and new contracts can quickly change the picture.
- ·24.7.SLB: SEES STRONG FOUNDATION FOR GROWTH TOWARDS 2027 Close today at 13:09 ∙ TDN Finans
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 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
2026 Q2 -tulosraportti
17 päivää sitten
‧33 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 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
5,00 NOK/osake
Viimeisin osinko
8,83%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sittenI have retrieved figures from the three latest quarterly reports in Børsdata and fed them into AI. Here is the result: 1. Overview table (Aker Solutions: Q4 2025, Q1 2026, Q2 2026)Note: Revenue (Net Sales) is stated in millions NOK.Key figuresQ4 2025Q1 2026Q2 2026What this tells about the supplier giantNet Sales (mNOK)16 59313 27912 846High revenue in Q4 (project deliveries), followed by a normalization in H1 2026.Operating Margin4.2 %5.6 %6.3 %Rising margins: Project execution becomes more profitable each quarter.FCF Margin8.0 %25.3 %-0.12 %Project payments: Fluctuates wildly based on when oil companies pay milestones.Net Debt / EBITDA-0.74x-1.0x-0.13xNET CASH POSITION: They have no net debt – the cash register is overflowing with cash!CapEx %-34.6 %-31.9 %-37.9 %Negative CapEx: Receives payments/settlements or sells/releases capital in projects.ROIC21.8 %30.1 %30.2 %ELITE LEVEL (>30 %): Extremely high! Proves a super-efficient capital model.Earnings / FCF73.9 %49.4 %60.8 %FCF covers the result with a good margin.OCF Margin5.7 %20.2 %-1.5 %Fluctuates with milestone payments and working capital from customers.Profit Margin4.2 %7.7 %5.1 % 2. The 3 most critical findings from the AKSO figures A. Negative Net Debt / EBITDA (Net Cash Position) Look at the figures -0.74x, -1.0x and -0.13x. This means that Aker Solutions has more cash in its account than it has total debt. Unlike shipping companies that have to take out billions in loans to buy ships, Aker Solutions' projects are largely financed by customers' advance payments (working capital). This means that the financial risk of bankruptcy is almost zero. B. The sky-high ROIC of over 30 % Why does AKSO have a fantastic ROIC of 30.2 % in Q2 2026, when the operating margin (Operating Margin) is only 6.3 %? This is the magic of asset-light business models. Because Aker Solutions does not need to own gigantic ships or huge properties in relation to its revenue, the Invested Capital (the denominator in the ROIC fraction) is very small. Thus, every Krone they earn turns into an enormous return on capital. C. Why CapEx % is negative (-31 % to -37 %) and OCF fluctuates AKSO has carried out large structural transactions (among others, the creation of the OneSubsea joint venture with SLB/Subsea7), which has triggered massive cash considerations and dividends into AKSO. In individual quarters like Q2 2026, the OCF Margin can dip slightly below zero (-1.5 %) because they tie up money in large construction projects just before the customer settles the next milestone. But with a full cash register (Net Debt = negative), they can easily withstand these working capital fluctuations.
- ·14 t sittenAker has indeed landed defense contracts, strange that it doesn't have any impact on the stock market 🤔
- ·2 päivää sittenPlease please...To me, this looks more like a normal correction within a long-term rising trend than a clear trend reversal. After a strong rally, it is common for a stock to need a breather before it potentially tries to move up again. The decisive factor will be whether it manages to establish itself above the short moving averages again, and whether buying volume picks up. An important technical level is around 40. If the stock manages to stay above this level, the probability that it can turn upwards again increases. If it, however, clearly breaks below 40, it could open up for further decline and a deeper correction. For a long-term investor, I would currently see this as a phase where the market tests patience, not necessarily the company's fundamental value. It's important to remember that technical analysis cannot predict developments with certainty – news, and new contracts can quickly change the picture.
- ·24.7.SLB: SEES STRONG FOUNDATION FOR GROWTH TOWARDS 2027 Close today at 13:09 ∙ TDN Finans
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