AAC Clyde Space (ACCMF) AI Stock Analysis

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AAC Clyde Space

(Other OTC:ACCMF)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Revenue GrowthStrong year-to-date sales growth combined with consecutive positive EBITDA indicates improving commercial execution and operating discipline. If sustained, this trajectory can increase scale, support better fixed-cost absorption, and strengthen the company’s ability to fund expansion across products, missions, data, and services.

Negative Factors

Persistent LossesDespite improved revenue and gross margin, the company has not yet translated operating progress into sustainable profitability. Continued EBIT and net losses constrain internal capital generation, limit resilience if execution weakens, and show that operating leverage remains insufficient for dependable long-term returns.

AAC Clyde Space (ACCMF) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $88.27M
Dividend Yield: ―
Average Volume (3M): 725
Price to Earnings (P/E): -19.3
Beta (1Y): 0.42
Revenue Growth: -2.79%
EPS Growth: -985.95%
Country: US
Employees: 207
Sector: Industrials
Sector Strength: 63
Industry: Aerospace & Defense

AAC Clyde Space Business Overview & Revenue Model

Company Description

Headquartered in Uppsala, Sweden, and established in 2005, AAC Clyde Space AB (publ) specializes in delivering comprehensive solutions and services to the global small satellite industry. The company's reach extends across Sweden, the UK, continental...

AAC Clyde Space Earnings Call Summary

Earnings Call Date:Nov 12, 2026(Q3-2026)|Next Earnings Date:Nov 12, 2026

Earnings Call SentimentPositive

The call was strongly positive overall, supported by net sales growth of about 30%, more than 30%, positive EBITDA for two consecutive quarters, a strong backlog, new financing, customer validation of VIREON data and continued demand across the business. The main negative factors were supplier and customer-schedule delays, a negative quarterly operating cash flow result, lower-end full-year net sales guidance and slower-than-expected VIREON data revenue. Management characterized the delays as manageable and continued to expect positive full-year operational cash flow.

Positive Updates

Strong Year-to-Date Growth and Positive EBITDA

Net sales grew about 30%, more than 30%, compared with last year. The company maintained a strong positive EBITDA, with EBITDA nicely positive for 2 quarters in a row.

Negative Updates

Full-Year Guidance Moved to Lower End

Full-year net sales guidance is now expected toward the lower end of the previously provided range, mostly because of supplier issues and project delays.

Company Guidance

Full year guidance is now for the lower end of the range that we gave, with full year net sales expected to be towards the lower end of the guidance; EBITDA is planned to be approximately 10% for this year, and operational cash flow is expected to be positive and to remain positive this year. Next quarter is very much about delivery, including big programs like Sterna and INFLECION and the VIREON satellites, which have to be ready to launch. VIREON-3 and 4 are expected to launch next year, in the beginning of the year, with a much quicker commissioning and a much quicker start of delivery.

AAC Clyde Space Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

ACCMF against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SE:SAAB.B	76Outperform	SEK 351.28B	45.85	15.83%	0.37%	28.45%	44.48%
SE:MILDEF	74Outperform	SEK 12.18B	34.34	20.11%	0.31%	75.60%	―
SE:AFRY	67Neutral	SEK 14.90B	17.24	6.63%	4.60%	-3.51%	-7.54%
Sector *	63Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
SE:REJL.B	56Neutral	SEK 3.16B	18.82	7.84%	3.73%	5.96%	-23.10%
SE:GOMX	48Neutral	SEK 2.28B	87.56	18.20%	―	―	―

* Industrials Sector Average

Performance Comparison

ACCMF and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
ACCMF	Aac Clyde Space Ab	10.80	2.66	32.68%
SE:SAAB.B	Saab AB	641.40	110.01	20.70%
SE:AFRY	AFRY AB Class B	130.50	-20.06	-13.32%
SE:MILDEF	MilDef Group AB	243.10	105.36	76.49%
SE:REJL.B	Rejlers AB Class B	140.60	-45.11	-24.29%
SE:GOMX	GomSpace Group AB	13.59	-1.97	-12.66%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

AAC Clyde Space AI Stock Analysis