Germany's Basler H1 revenue, orders up; lifts 2026 outlook but warns of supply chain risks

Basler AG

04/08/2026 18:50

Overview
Germany computer vision tech firm's H1 revenue rose 36% yr/yr, incoming orders up 59%
EBITDA and EBIT more than doubled from prior year period
Company raised 2026 revenue and EBIT margin forecast but warns of supply chain risks

Outlook
Basler raises 2026 revenue forecast to €270–290 mln, up from €247–270 mln
Company now sees 2026 EBIT margin at 12.5–14.5%, previously 9.5–13.0%
Basler expects temporary production disruptions in September and October due to supply chain issues

Result Drivers
ORDER GROWTH - Co said strong increase in incoming orders drove revenue and earnings gains
INDUSTRY DEMAND - Co cited robust demand in image processing components market as supporting performance
SUPPLY CHAIN RISKS - Co warned supply chain bottlenecks and depleted safety stock may disrupt production in coming months

Company press release: ID:nEQ9Fqh1ha

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Sales
 
EUR 152.4 mln
 
H1 EBITDA
 
EUR 37.9 mln
 
H1 Free Cash Flow
 
EUR 12.9 mln
 
H1 Orders
 
EUR 180 mln
 

Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the office equipment peer group is "buy."
Wall Street's median 12-month price target for Basler AG is €27.00, about 5.5% above its August 4 closing price of €25.60
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 28 three months ago

Reuters Recommended Reads
Aug 4 - Germany's DMG Mori H1 revenue rises on firm demand, lifts 2026 outlook
Aug 4 - Germany's Elmos Semiconductor Q2 sales rise on strong demand
Aug 4 - IPG Photonics Q2 adjusted EPS beats estimates on improved gross margin

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)