EarningsQ2 2026 Earnings Report
DE:EMB Q2 2026 EPS Results
Actual EPS€0.20
Consensus EPS€0.14
Beat/MissBeat by +€0.05
One Year Ago EPS€0.15
DE:EMB Q2 2026 Revenue Results
Actual Revenue€105.58M
Expected Revenue€101.34M
Beat/MissBeat by +€4.24M
YoY Revenue Growth+28.34%
Earnings Announcement Details
QuarterQ2 2026
Date08/03/2026
TimeAfter Close
Conference CallMonday, August 3, 2026
DE:EMB Upcoming Earnings
5N Plus's next earnings date is estimated for November 9, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a positive operational and commercial picture driven by strong top-line growth (Q2 revenue +28%, H1 +30%), segment momentum (Specialty Semiconductors and Performance Materials), a heavily booked backlog and a materially strengthened balance sheet (net debt down to $23.7M, net debt/EBITDA 0.21x). However, significant near-term margin pressure from higher metal and chemical costs, temporary unplanned equipment maintenance and a Q2 deterioration in operating cash flow temper the outlook. Management expects many issues to be temporary, has reaffirmed full-year adjusted EBITDA guidance ($100–105M) and plans to recover some input-cost impacts over subsequent quarters, leaving the call overall tilted toward cautious optimism.Company Guidance
Strong Top-Line Growth
Revenue increased 28% year-over-year in Q2 to $122.4 million and 30% year-to-date to $240.3 million, driven primarily by higher volumes in renewable energy and favorable product mix in space.
Adjusted EBITDA and Net Earnings Expansion
Adjusted EBITDA rose 10% year-over-year in Q2 to $26.6 million and reached $55.8 million year-to-date (up 24% YTD). Net earnings increased to $19.7 million ($0.22 per share) from $15.2 million ($0.17), roughly a ~29.6% YoY increase in net income.
Specialty Semiconductors Momentum
Specialty Semiconductors revenue grew 25% YoY to $89.2 million in Q2. Adjusted EBITDA for the segment increased 16% to $22.1 million. Backlog remains at the company-defined maximum of 365 days, with effective backlog well beyond 12 months.
Performance Materials Volume-Led Growth
Performance Materials revenue rose 38% YoY to $33.2 million in Q2, with adjusted EBITDA up 7% to $8.5 million, driven by higher volumes and a favorable product mix.
Balance Sheet Strengthened
Net debt fell to $23.7 million as of June end from $50.3 million at end of 2025 (a reduction of $26.6 million). Net debt to adjusted EBITDA improved to 0.21x, providing increased financial flexibility.
Capacity Expansion and Commercial Wins
Company reports capacity expansion plans remain on plan, secured significant new contract awards (especially in space solar) and participated in a record level of bids by dollar value (first half dollar-value bids at least twice the level of prior-year first half).
Guidance Reaffirmed
Management reaffirmed full-year 2026 adjusted EBITDA guidance of $100 million to $105 million, reflecting confidence in continued revenue growth and higher gross margin dollars in H2 despite near-term cost pressures.
Operational Continuity and No Expected H2 Shipment Disruption
Despite equipment issues in Q2, management expects no delivery impact in H2 due to contingency planning, improved preventive maintenance, staffing adjustments and use of external contractors.
DE:EMB 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