EarningsQ2 2026 Earnings Report
DE:A39 Q2 2026 EPS Results
Actual EPS€0.04
Consensus EPS€0.04
Beat/MissBeat by +<€0.01
One Year Ago EPS€0.03
DE:A39 Q2 2026 Revenue Results
Actual Revenue€244.21M
Expected Revenue€240.75M
Beat/MissBeat by +€3.46M
YoY Revenue Growth+3.02%
Earnings Announcement Details
QuarterQ2 2026
Date07/14/2026
TimeBefore Open
Conference CallTuesday, July 14, 2026
DE:A39 Upcoming Earnings
Arjo AB's next earnings date is estimated for October 22, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:A39 Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of encouraging operational and financial improvements—solid organic growth (4.7%), record ReNu sales, slight increases in adjusted EBIT and EBITDA, improved cash flow and cash conversion, and a robust equity ratio—while also highlighting meaningful margin pressures from transportation and material costs, product/country mix effects, price erosion in specific segments, and weaker U.S. rental profitability. Management is taking governance and strategic steps (regional leaders, Capital Markets Day) to drive value creation. On balance, the positives (growth, cash improvement, margin discipline, strategic actions) modestly outweigh the negatives (cost and margin headwinds), supporting a cautiously positive view.Company Guidance
Solid Organic Sales Growth
Organic growth of 4.7% in Q2 2026 with strong contributions from global sales; Western Europe and Rest of World grew ~7% and Western Europe alone grew 6%. North America continued to grow with the U.S. leading.
Record ReNu Performance
ReNu (reprocessing/disposable reuse business) achieved all-time high sales in the quarter, reflecting increased demand for sustainable solutions.
Improved Profitability Metrics
Adjusted EBIT increased to SEK 211 million (from SEK 208 million year‑over‑year). Adjusted EBITDA rose to SEK 482 million (vs SEK 475 million prior year). EBIT margin improved to 7.6% from 6.5% (≈ +1.1 percentage points).
Disciplined Operating Cost Control
OpEx to sales ratio improved to 34.6% from 35.5% (≈ -0.9 percentage points). Organic OpEx growth was modest at 1.9%, supporting underlying profitability.
Stronger Cash Generation and Conversion
Operating cash flow improved to SEK 257 million (up SEK 52 million year‑over‑year). Cash conversion improved to 53.3% from 46.6% (≈ +6.7 percentage points).
Solid Balance Sheet and Lower Interest Expense
Equity ratio remained strong at 49.5% (vs 49.8% year‑end 2025). Net financial items improved to SEK -40 million (from SEK -48 million), driven by lower interest expense.
One-off Positive Tariff Reimbursement
Received SEK 22 million initial reimbursement related to U.S. tariffs (plus SEK 1 million in process), recognized as a reduction in cost of goods sold; excluding reimbursement, U.S. tariff costs were SEK 12 million lower than prior-year quarter.
Governance and Strategy Actions
Appointed five regional leaders to strengthen customer voice, product development and efficiency; Strategy and concrete value-creation targets to be presented at Capital Markets Day on September 24.
DE:A39 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