2026 Q2 -tulosraportti
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23 päivää sitten
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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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·14.7.So the Q2 report is here. - Revenue up 12-13%, but a relatively easy comparative figure - EBITDA at 21%, good! - Lightning Control, quite OK revenue - I had hoped for a bit more for Building Automation - Building Automation has started delivering on the 5.7 MUSD order, however, they do not state how much comes from this - Sounds like they have a lot going on, but it has sounded like that for a while now (without it really showing in the numbers) - A lot of cash, I still hope they can make an acquisition So a pretty OK report, I hope however that Building Automation can deliver a bit better revenue going forward, the company believes in the best growth potential within this area
Well summarized! Regarding the growth in BICS, one should not forget the product mix change from one of the larger customers, which gives a higher margin but reduces topline (7m in q2). This effect will be gone from the comparison figures q1 27. Perhaps one can argue to adjust for this (?) which then shows a growth of +30% within BICS. Overall, I think they were quite inline, clearly one would have wished for a bit more on the top. I have lowered my full-year estimates somewhat.- ·23.4.Report today - Roughly as expected, but much currency headwind Generally, I think growth is sluggish. They attend fairs, get new Design Wins, increase the product range, etc. - but sales aren't really picking up. There have been some positive news on the order front in the last six months, we hope it shows in the figures from Q2 onwards.And I'm still hoping for acquisitions, they just keep getting more and more cash. Not a word about acquisitions in the Q1 quarterly report, so it feels far off. Over 100 mkr in cash is really a lot for "little" LumenRadio => could lead to a lot of revenue and profit
- ·19.3.There was a revision of the financial targets Revenue target: >500 million Swedish kronor in 2030 - Corresponds to approximately an annual growth of 15% - The revenue target is based on organic growth. - So a lower ambition level, but perhaps still more realistic when looking at the last 2 years It is also mentioned that they are looking at acquisitions, BR is rock solid, so if interesting companies are found, this could add a lot of growth. I do believe, however, that the difficult part here is finding interesting companies to acquire. - The ideal scenario is to acquire one Radiocraft per year, but as mentioned, it's not entirely easy to find the companies... The company retains the margin target. This probably indicates, among other things, that they will continue to hire in order to grow/invest further. Capital Markets Day tomorrow - interesting!
- ·10.3.Yesterday's press release "Major Wireless Breakthroughs..." sounded very positive. Clearly a feather in the cap that should be noticed in the industry and that more customers will hopefully come. Does anyone have a guess as to what this might mean for the revenue? I asked CoPilot: Year 1: 5-7 MSEK Year 2: 10-13 MSEK Year 3: 15-18 MSEK I.e. a ramp-up, which sounds perfectly reasonable.
If you ask ChatGPT, it would mean an additional revenue: 2026: 3-8 mio. SEK 2027: 10-25 mio. SEK 2027: 20-24 mio. SEK So this news alone can potentially lift the revenue up towards 10-15% in the long term, if adoption succeeds. - ·26.2.Report today! - I think it was a good report - Revenue: Down a few percent; organically there is still a small growth. Currency... - The Margin: Good, but there's some accounting... - 17 Design Wins in 2025, a bit hard to know what this will entail - Feels like a more robust company as the product offering expands, slowly but surely - B/S rock solid, I still hope for acquisitions - Q1 and Q2 have very easy comparables There was an earn-out that did not materialize for Radiocraft. I suspect it's because the Metering business had 2 tough quarters - Other income: 21,5 mkr (the liability in the earn-out) - A goodwill impairment of 20 mkr is taken, related to this. Falls under Other operating expenses If one adjusts for the earn-out/Radicraft, I get the quarter to: - Revenue: 66,2 mkr - EBIT: 14 mkr (Margin: 21,2%) - Profit after Tax: 8,8 mkr (Margin: 13,2%) So a good quarter, but a bit messy from an accounting perspective. Someone is welcome to double-check... Feels like they are building a stronger company, now I just hope that growth picks up, even after Q1 and Q2 which have very easy comparables.
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
Vain PDF
23 päivää sitten
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
- ·14.7.So the Q2 report is here. - Revenue up 12-13%, but a relatively easy comparative figure - EBITDA at 21%, good! - Lightning Control, quite OK revenue - I had hoped for a bit more for Building Automation - Building Automation has started delivering on the 5.7 MUSD order, however, they do not state how much comes from this - Sounds like they have a lot going on, but it has sounded like that for a while now (without it really showing in the numbers) - A lot of cash, I still hope they can make an acquisition So a pretty OK report, I hope however that Building Automation can deliver a bit better revenue going forward, the company believes in the best growth potential within this areaWell summarized! Regarding the growth in BICS, one should not forget the product mix change from one of the larger customers, which gives a higher margin but reduces topline (7m in q2). This effect will be gone from the comparison figures q1 27. Perhaps one can argue to adjust for this (?) which then shows a growth of +30% within BICS. Overall, I think they were quite inline, clearly one would have wished for a bit more on the top. I have lowered my full-year estimates somewhat.
- ·23.4.Report today - Roughly as expected, but much currency headwind Generally, I think growth is sluggish. They attend fairs, get new Design Wins, increase the product range, etc. - but sales aren't really picking up. There have been some positive news on the order front in the last six months, we hope it shows in the figures from Q2 onwards.And I'm still hoping for acquisitions, they just keep getting more and more cash. Not a word about acquisitions in the Q1 quarterly report, so it feels far off. Over 100 mkr in cash is really a lot for "little" LumenRadio => could lead to a lot of revenue and profit
- ·19.3.There was a revision of the financial targets Revenue target: >500 million Swedish kronor in 2030 - Corresponds to approximately an annual growth of 15% - The revenue target is based on organic growth. - So a lower ambition level, but perhaps still more realistic when looking at the last 2 years It is also mentioned that they are looking at acquisitions, BR is rock solid, so if interesting companies are found, this could add a lot of growth. I do believe, however, that the difficult part here is finding interesting companies to acquire. - The ideal scenario is to acquire one Radiocraft per year, but as mentioned, it's not entirely easy to find the companies... The company retains the margin target. This probably indicates, among other things, that they will continue to hire in order to grow/invest further. Capital Markets Day tomorrow - interesting!
- ·10.3.Yesterday's press release "Major Wireless Breakthroughs..." sounded very positive. Clearly a feather in the cap that should be noticed in the industry and that more customers will hopefully come. Does anyone have a guess as to what this might mean for the revenue? I asked CoPilot: Year 1: 5-7 MSEK Year 2: 10-13 MSEK Year 3: 15-18 MSEK I.e. a ramp-up, which sounds perfectly reasonable.If you ask ChatGPT, it would mean an additional revenue: 2026: 3-8 mio. SEK 2027: 10-25 mio. SEK 2027: 20-24 mio. SEK So this news alone can potentially lift the revenue up towards 10-15% in the long term, if adoption succeeds.
- ·26.2.Report today! - I think it was a good report - Revenue: Down a few percent; organically there is still a small growth. Currency... - The Margin: Good, but there's some accounting... - 17 Design Wins in 2025, a bit hard to know what this will entail - Feels like a more robust company as the product offering expands, slowly but surely - B/S rock solid, I still hope for acquisitions - Q1 and Q2 have very easy comparables There was an earn-out that did not materialize for Radiocraft. I suspect it's because the Metering business had 2 tough quarters - Other income: 21,5 mkr (the liability in the earn-out) - A goodwill impairment of 20 mkr is taken, related to this. Falls under Other operating expenses If one adjusts for the earn-out/Radicraft, I get the quarter to: - Revenue: 66,2 mkr - EBIT: 14 mkr (Margin: 21,2%) - Profit after Tax: 8,8 mkr (Margin: 13,2%) So a good quarter, but a bit messy from an accounting perspective. Someone is welcome to double-check... Feels like they are building a stronger company, now I just hope that growth picks up, even after Q1 and Q2 which have very easy comparables.
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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 |
2026 Q2 -tulosraportti
Vain PDF
23 päivää sitten
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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14.7.So the Q2 report is here. - Revenue up 12-13%, but a relatively easy comparative figure - EBITDA at 21%, good! - Lightning Control, quite OK revenue - I had hoped for a bit more for Building Automation - Building Automation has started delivering on the 5.7 MUSD order, however, they do not state how much comes from this - Sounds like they have a lot going on, but it has sounded like that for a while now (without it really showing in the numbers) - A lot of cash, I still hope they can make an acquisition So a pretty OK report, I hope however that Building Automation can deliver a bit better revenue going forward, the company believes in the best growth potential within this areaWell summarized! Regarding the growth in BICS, one should not forget the product mix change from one of the larger customers, which gives a higher margin but reduces topline (7m in q2). This effect will be gone from the comparison figures q1 27. Perhaps one can argue to adjust for this (?) which then shows a growth of +30% within BICS. Overall, I think they were quite inline, clearly one would have wished for a bit more on the top. I have lowered my full-year estimates somewhat.
- ·23.4.Report today - Roughly as expected, but much currency headwind Generally, I think growth is sluggish. They attend fairs, get new Design Wins, increase the product range, etc. - but sales aren't really picking up. There have been some positive news on the order front in the last six months, we hope it shows in the figures from Q2 onwards.And I'm still hoping for acquisitions, they just keep getting more and more cash. Not a word about acquisitions in the Q1 quarterly report, so it feels far off. Over 100 mkr in cash is really a lot for "little" LumenRadio => could lead to a lot of revenue and profit
- ·19.3.There was a revision of the financial targets Revenue target: >500 million Swedish kronor in 2030 - Corresponds to approximately an annual growth of 15% - The revenue target is based on organic growth. - So a lower ambition level, but perhaps still more realistic when looking at the last 2 years It is also mentioned that they are looking at acquisitions, BR is rock solid, so if interesting companies are found, this could add a lot of growth. I do believe, however, that the difficult part here is finding interesting companies to acquire. - The ideal scenario is to acquire one Radiocraft per year, but as mentioned, it's not entirely easy to find the companies... The company retains the margin target. This probably indicates, among other things, that they will continue to hire in order to grow/invest further. Capital Markets Day tomorrow - interesting!
- ·10.3.Yesterday's press release "Major Wireless Breakthroughs..." sounded very positive. Clearly a feather in the cap that should be noticed in the industry and that more customers will hopefully come. Does anyone have a guess as to what this might mean for the revenue? I asked CoPilot: Year 1: 5-7 MSEK Year 2: 10-13 MSEK Year 3: 15-18 MSEK I.e. a ramp-up, which sounds perfectly reasonable.If you ask ChatGPT, it would mean an additional revenue: 2026: 3-8 mio. SEK 2027: 10-25 mio. SEK 2027: 20-24 mio. SEK So this news alone can potentially lift the revenue up towards 10-15% in the long term, if adoption succeeds.
- ·26.2.Report today! - I think it was a good report - Revenue: Down a few percent; organically there is still a small growth. Currency... - The Margin: Good, but there's some accounting... - 17 Design Wins in 2025, a bit hard to know what this will entail - Feels like a more robust company as the product offering expands, slowly but surely - B/S rock solid, I still hope for acquisitions - Q1 and Q2 have very easy comparables There was an earn-out that did not materialize for Radiocraft. I suspect it's because the Metering business had 2 tough quarters - Other income: 21,5 mkr (the liability in the earn-out) - A goodwill impairment of 20 mkr is taken, related to this. Falls under Other operating expenses If one adjusts for the earn-out/Radicraft, I get the quarter to: - Revenue: 66,2 mkr - EBIT: 14 mkr (Margin: 21,2%) - Profit after Tax: 8,8 mkr (Margin: 13,2%) So a good quarter, but a bit messy from an accounting perspective. Someone is welcome to double-check... Feels like they are building a stronger company, now I just hope that growth picks up, even after Q1 and Q2 which have very easy comparables.
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