2026 Q2 -tulosraportti
UUTTA
2 päivää sitten
‧36 min
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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 18.5. | ||
2025 Q4 -tulosraportti 4.3. | ||
2024 Q4 -tulosraportti 23.4.2025 | ||
2023 Q4 -tulosraportti 14.5.2024 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·20 t sittenRobotics is the key :-)) The most interesting thing is not just that the order book is growing, but what it consists of. Robotics revenue increased from 29 to 97 million kroner. EBITA went from negative to 41 million kroner. The EBITA margin was a full 42 %. Robotics now accounts for 51 % of the order book. The company is continuously receiving more contracts in an area with high profitability and strong demand, including from the defense market- ·1 päivä sittenSo good, well done GO. Here I can be patient for a good while.
When P/e is 22, this will be a result in line with expectations. In reality a disappointment.. 
·1 päivä sitten📊 General Oceans (GENO) – Q2 2026 I think GENO delivered a strong report, and especially the development within Robotics/defense looks exciting. 🔹 Revenue 385 mill., +22 % from Q2 2025 🔹 Adjusted EBITA 85 mill., +18 % 🔹 EBITA margin 22 % 🔹 Order book 548 mill., +10 % 🔹 Still on track for 1.5 bn. in revenue in 2026 🚀 Robotics is the highlight: Revenue increased from 29 to 97 mill., and EBITA went from negative to 41 mill. with a full 42 % margin. Robotics now accounts for 51 % of the order book, and defense is growing strongly. H1 revenue towards the defense market increased from 177 to 282 mill. The MRV acquisition is delivering as planned and has already secured its first significant defense contract. ⚠️ Sensors are weaker: H1 revenue fell 11 %, and the EBITA margin fell from 22 to 16 %. Offshore wind, currency, and delayed product launches are weighing. New products are planned towards 2027. 💰 At the same time, the balance sheet is rock-solid: 546 mill. in cash, no bank debt, and 73 % equity ratio. In the medium term, GENO aims for 2.8 bn. in revenue and around 20 % EBITA margin, through both organic growth and acquisitions. I am keeping GENO. The Robotics/defense case has become significantly more interesting than when I bought. 🌊🤖🛡️ Sensors must be monitored, but right now I think the upside in Robotics combined with the strong balance sheet makes the case worth giving more time.
I actually think 2.8 billion is one of the most interesting things in the entire presentation. It is admittedly a "medium term"-goal and not a concrete guidance with specific years, but management shows quite clearly where they want to go. From 1.5 billion in 2026 to 2.8 billion in revenue, with around 20 % EBITA-margin, through a combination of organic growth and M&A. And when we simultaneously see how strongly Robotics is developing, the defense market is growing strongly and the company sits with 546 million in cash and no bank debt. Looks good 💪- ·1 päivä sittenI think this was a solid report from General Oceans. Revenue grows 22 % to NOK 385 mill., while the gross margin remains high at 70 %. Even more important is the adjusted EBITA margin of around 22 %, which is above the company's long-term goal of 20 %. The defense segment continues to grow, and the company reports increasing demand for autonomous and subsea solutions within, among other things, mine countermeasures, ISR and expeditionary warfare. The order book was NOK 548 mill. at the end of Q2, where a full NOK 426 mill. is expected to be delivered already in 2026. The only thing I would have liked to see was an even stronger development in the order book. But overall, I think this confirms the case quite well. Solid growth, high profitability and a defense market that still looks very strong.
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
UUTTA
2 päivää sitten
‧36 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·20 t sittenRobotics is the key :-)) The most interesting thing is not just that the order book is growing, but what it consists of. Robotics revenue increased from 29 to 97 million kroner. EBITA went from negative to 41 million kroner. The EBITA margin was a full 42 %. Robotics now accounts for 51 % of the order book. The company is continuously receiving more contracts in an area with high profitability and strong demand, including from the defense market
- ·1 päivä sittenSo good, well done GO. Here I can be patient for a good while.When P/e is 22, this will be a result in line with expectations. In reality a disappointment..
- ·1 päivä sitten📊 General Oceans (GENO) – Q2 2026 I think GENO delivered a strong report, and especially the development within Robotics/defense looks exciting. 🔹 Revenue 385 mill., +22 % from Q2 2025 🔹 Adjusted EBITA 85 mill., +18 % 🔹 EBITA margin 22 % 🔹 Order book 548 mill., +10 % 🔹 Still on track for 1.5 bn. in revenue in 2026 🚀 Robotics is the highlight: Revenue increased from 29 to 97 mill., and EBITA went from negative to 41 mill. with a full 42 % margin. Robotics now accounts for 51 % of the order book, and defense is growing strongly. H1 revenue towards the defense market increased from 177 to 282 mill. The MRV acquisition is delivering as planned and has already secured its first significant defense contract. ⚠️ Sensors are weaker: H1 revenue fell 11 %, and the EBITA margin fell from 22 to 16 %. Offshore wind, currency, and delayed product launches are weighing. New products are planned towards 2027. 💰 At the same time, the balance sheet is rock-solid: 546 mill. in cash, no bank debt, and 73 % equity ratio. In the medium term, GENO aims for 2.8 bn. in revenue and around 20 % EBITA margin, through both organic growth and acquisitions. I am keeping GENO. The Robotics/defense case has become significantly more interesting than when I bought. 🌊🤖🛡️ Sensors must be monitored, but right now I think the upside in Robotics combined with the strong balance sheet makes the case worth giving more time.I actually think 2.8 billion is one of the most interesting things in the entire presentation. It is admittedly a "medium term"-goal and not a concrete guidance with specific years, but management shows quite clearly where they want to go. From 1.5 billion in 2026 to 2.8 billion in revenue, with around 20 % EBITA-margin, through a combination of organic growth and M&A. And when we simultaneously see how strongly Robotics is developing, the defense market is growing strongly and the company sits with 546 million in cash and no bank debt. Looks good 💪
- ·1 päivä sittenI think this was a solid report from General Oceans. Revenue grows 22 % to NOK 385 mill., while the gross margin remains high at 70 %. Even more important is the adjusted EBITA margin of around 22 %, which is above the company's long-term goal of 20 %. The defense segment continues to grow, and the company reports increasing demand for autonomous and subsea solutions within, among other things, mine countermeasures, ISR and expeditionary warfare. The order book was NOK 548 mill. at the end of Q2, where a full NOK 426 mill. is expected to be delivered already in 2026. The only thing I would have liked to see was an even stronger development in the order book. But overall, I think this confirms the case quite well. Solid growth, high profitability and a defense market that still looks very strong.
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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 18.5. | ||
2025 Q4 -tulosraportti 4.3. | ||
2024 Q4 -tulosraportti 23.4.2025 | ||
2023 Q4 -tulosraportti 14.5.2024 |
2026 Q2 -tulosraportti
UUTTA
2 päivää sitten
‧36 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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 18.5. | ||
2025 Q4 -tulosraportti 4.3. | ||
2024 Q4 -tulosraportti 23.4.2025 | ||
2023 Q4 -tulosraportti 14.5.2024 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·20 t sittenRobotics is the key :-)) The most interesting thing is not just that the order book is growing, but what it consists of. Robotics revenue increased from 29 to 97 million kroner. EBITA went from negative to 41 million kroner. The EBITA margin was a full 42 %. Robotics now accounts for 51 % of the order book. The company is continuously receiving more contracts in an area with high profitability and strong demand, including from the defense market
- ·1 päivä sittenSo good, well done GO. Here I can be patient for a good while.When P/e is 22, this will be a result in line with expectations. In reality a disappointment..
- ·1 päivä sitten📊 General Oceans (GENO) – Q2 2026 I think GENO delivered a strong report, and especially the development within Robotics/defense looks exciting. 🔹 Revenue 385 mill., +22 % from Q2 2025 🔹 Adjusted EBITA 85 mill., +18 % 🔹 EBITA margin 22 % 🔹 Order book 548 mill., +10 % 🔹 Still on track for 1.5 bn. in revenue in 2026 🚀 Robotics is the highlight: Revenue increased from 29 to 97 mill., and EBITA went from negative to 41 mill. with a full 42 % margin. Robotics now accounts for 51 % of the order book, and defense is growing strongly. H1 revenue towards the defense market increased from 177 to 282 mill. The MRV acquisition is delivering as planned and has already secured its first significant defense contract. ⚠️ Sensors are weaker: H1 revenue fell 11 %, and the EBITA margin fell from 22 to 16 %. Offshore wind, currency, and delayed product launches are weighing. New products are planned towards 2027. 💰 At the same time, the balance sheet is rock-solid: 546 mill. in cash, no bank debt, and 73 % equity ratio. In the medium term, GENO aims for 2.8 bn. in revenue and around 20 % EBITA margin, through both organic growth and acquisitions. I am keeping GENO. The Robotics/defense case has become significantly more interesting than when I bought. 🌊🤖🛡️ Sensors must be monitored, but right now I think the upside in Robotics combined with the strong balance sheet makes the case worth giving more time.I actually think 2.8 billion is one of the most interesting things in the entire presentation. It is admittedly a "medium term"-goal and not a concrete guidance with specific years, but management shows quite clearly where they want to go. From 1.5 billion in 2026 to 2.8 billion in revenue, with around 20 % EBITA-margin, through a combination of organic growth and M&A. And when we simultaneously see how strongly Robotics is developing, the defense market is growing strongly and the company sits with 546 million in cash and no bank debt. Looks good 💪
- ·1 päivä sittenI think this was a solid report from General Oceans. Revenue grows 22 % to NOK 385 mill., while the gross margin remains high at 70 %. Even more important is the adjusted EBITA margin of around 22 %, which is above the company's long-term goal of 20 %. The defense segment continues to grow, and the company reports increasing demand for autonomous and subsea solutions within, among other things, mine countermeasures, ISR and expeditionary warfare. The order book was NOK 548 mill. at the end of Q2, where a full NOK 426 mill. is expected to be delivered already in 2026. The only thing I would have liked to see was an even stronger development in the order book. But overall, I think this confirms the case quite well. Solid growth, high profitability and a defense market that still looks very strong.
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