Norway's Aker Solutions Q4 revenue growth beats estimates, EBITDA misses

Aker Solutions ASA

06/02/2026 06:07

Overview

Norway energy solutions provider's Q4 revenue rose 6%, beating analyst expectations

Q4 EBITDA missed analyst estimates

Company plans NOK 3.60 per share dividend for 2025

Outlook

Aker Solutions expects 2026 revenue between NOK 45 bln and NOK 50 bln

Company anticipates 2026 EBITDA margins between 7.0% and 7.5%

Aker Solutions has secured long-term agreements for maintenance services

Result Drivers

PROJECT EXECUTION - CEO attributed Q4 revenue growth to solid project execution and continuous innovation

SLB ONESUBSEA DIVIDENDS - Co received NOK 402 mln in Q4 dividends from 20% ownership in SLB OneSubsea, boosting net cash

STRONG ORDER INTAKE - Q4 order intake was NOK 19.6 bln with a book-to-bill ratio of 1.2x, indicating strong demand

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
NOK 16.70 bln
NOK 15.92 bln (7 Analysts)
Q4 EPS
NOK 1.50
Q4 EBITDA
Miss
NOK 1.30 bln
NOK 1.40 bln (7 Analysts)
Q4 EBITDA Margin
7.90%
Q4 Order Backlog
NOK 64.80 bln
Q4 Orders
NOK 19.60 bln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 5 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the oil related services and equipment peer group is "buy."

Wall Street's median 12-month price target for Aker Solutions ASA is NOK35.00, about 0.6% above its February 5 closing price of NOK34.80

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nWkr7R4vQl

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)