BTS Group AB Class B (BGPBF)
OTHER OTC:BGPBF
Earnings Data
Report Date
Aug 14, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.3Last Year’s EPS
0.21Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple tangible positives: group revenue and EBITA growth, a completed North America turnaround, strong Europe performance, rapid AI-driven booking growth and SEK 74 million annualized productivity savings. These positives were tempered by localized weakness in Asia/Other markets, ongoing cost and restructuring actions, and uncertainty in legacy licensing and tax guidance. Management presented clear mitigation actions and expects an Asia recovery in H2, making the overall tone constructive with manageable near-term risks.Company Guidance
Group Financial Performance
Group revenue grew 5% in Q1 2026 and EBITA increased 19% year-over-year, indicating improving top-line growth and stronger profitability.
North America Turnaround Completed
North America returned to profitable growth with revenue up 8% in Q1 and a 50% improvement in profitability versus the prior period; management expects the turnaround to continue and licensing revenue to show year-over-year growth sometime this year.
Strong Europe Performance
BTS Europe delivered 17% organic revenue growth in Q1, driven by high win rates and particularly strong performance in France and Germany (notable demand in defense and aerospace sectors).
AI Momentum and Commercial Adoption
Core AI booking revenue grew 35% in Q1 and AI product bookings increased 3x year-over-year (management noted AI license/product bookings rising from near-zero to ~SEK 6 million in recent bookings), signaling accelerating demand for AI-enabled offerings.
Material Productivity Savings from AI
Internal AI-driven workflow reinvention delivered productivity gains equating to SEK 74 million in annual savings in 2026 (originating from 2025 efforts), with management stating the vast majority of these savings are lower operating costs and net bottom-line gains.
Significant Increase in Delivered Simulations
Faster AI-enabled development expanded capacity: one unit historically delivered ~74 simulations in a year, and produced 55 simulations in Q1 alone, enabling faster, higher-volume client responses and higher margins per project as volume grows.
Capital-Light Model and Strong Cash Metrics
BTS emphasized capital-light growth, a strong net cash position, ~97% cash conversion over the last 12 months, historic growth (12x since IPO, ~2/3 organic) and an average dividend payout of ~50% of profit—underscoring financial discipline.
Middle East Resilience
Despite regional challenges, the Middle East business achieved healthy double-digit growth in Q1 and is expected to continue growing into Q2.
BGPBF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BGPBF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $15.06 | $15.06 | 0.00% |
Feb 20, 2026 | $15.06 | $15.06 | 0.00% |
Nov 12, 2025 | $22.51 | $22.51 | 0.00% |
Aug 22, 2025 | $22.51 | $22.51 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BTS Group AB Class B (BGPBF) report earnings?
BTS Group AB Class B (BGPBF) is schdueled to report earning on Aug 14, 2026, Before Open (Confirmed).
What is BTS Group AB Class B (BGPBF) earnings time?
BTS Group AB Class B (BGPBF) earnings time is at Aug 14, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BGPBF EPS forecast?
BGPBF EPS forecast for the fiscal quarter 2026 (Q2) is 0.3.