Sweden's Yubico Q4 net sales fall on currency impact

Yubico AB

12/02/2026 06:18

Overview

Swedish MFA provider's Q4 net sales fell 12%, impacted by currency fluctuations

Subscription sales rose 26.6% to SEK 94.1 mln, boosting recurring revenue

Jerrod Chong appointed acting CEO, effective December 17, 2025

Outlook

Company did not provide specific guidance for future quarters or years

Result Drivers

CURRENCY IMPACT - Negative currency fluctuations contributed to a 10.7% decrease in net sales

SUBSCRIPTION GROWTH - Subscription sales rose 26.6%, contributing to a higher proportion of recurring revenue

EBIT DECLINE - EBIT margin fell to 1.2% due to currency impacts and non-recurring expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
SEK 548.30 mln
Q4 EPS
SEK 0.04
Q4 EBIT
SEK 6.50 mln
Q4 EBIT Margin
1.20%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the integrated hardware & software peer group is "buy."

Wall Street's median 12-month price target for Yubico AB is SEK95.00, about 48.8% above its February 11 closing price of SEK63.84

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nMFN1T57k9

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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.)