Sweden's Invisio Q2 revenue beats on high market activity
Sweden's Invisio Q2 revenue beats on high market activity
Overview
Sweden communications tech firm's Q2 revenue rose yr/yr, beating analyst expectations
Q2 EBITDA missed analyst expectations
Order intake declined due to delayed U.S. government and defense orders
Outlook
Company expects delayed U.S. government orders to recover gradually in H2 2026
INVISIO sees continued high market activity and interest in latest solutions
Company approved as direct supplier to UK Ministry of Defence, no guaranteed order volumes
Result Drivers
MARKET ACTIVITY - Co said strong revenue was driven by high market activity and interest in latest solutions
ORDER INTAKE DELAYS - Partial U.S. government shutdown and U.S. Department of Defense reorganizations delayed orders, per CEO
NEW PRODUCT LAUNCH - Launch of INVISIO Drone Aware for the T30 headset expanded solutions portfolio
Company press release: ID:nMFN8xLYLT
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | SEK 512.80 mln | SEK 497.16 mln (5 Analysts) |
Q2 EPS |
| SEK 1.25 |
|
Q2 Net Income |
| SEK 57.90 mln |
|
Q2 Gross Margin |
| 53.00% |
|
Q2 EBITDA | Miss | SEK 95.80 mln | SEK 107.60 mln (5 Analysts) |
Q2 EBIT |
| SEK 78.60 mln |
|
Q2 EBITDA Margin |
| 18.70% |
|
Q2 EBIT Margin |
| 15.30% |
|
Q2 Orders |
| SEK 278.50 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the aerospace & defense peer group is "buy"
Wall Street's median 12-month price target for Invisio AB is SEK350.00, about 69.1% above its July 16 closing price of SEK207.00
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 29 three months ago
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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.)