NYAB - Strong earnings beat, +27% vs cons
EBIT was 35% better than ABGSC and 27% vs consOrder backlog +18% y-o-y, plus major Uppsala tram order supports growthWe expect estimates to be revised...
EBIT was 35% better than ABGSC and 27% vs consOrder backlog +18% y-o-y, plus major Uppsala tram order supports growthWe expect estimates to be revised...
Cost savings to offset sales decline in 2026e......but we cut 2027e-2028e adj. EBIT by 3-6% on sales trajectoryTrading at 4x NTM EV/adj. EBITCost savi...
Beat across all three segments34% sales and 65% EBIT beat'26e/'27e group EBIT raised 16%/8%Beat across US, Germany & KazakhstanFerronordic's Q2 sa...
Adj. EBIT 0.1m, vs ABGSC 0.1m and FactSet cons -0.2mLarger sales decline offset by higher cost savings and GM upliftEstimates largely unchanged, but w...
Sales SEK 1,558m & EBIT 68mEarnings beat across all segmentsShare currently trading at 15-10x '26e-'27e EV/EBITQ2 in briefStrong set of numbers fr...
Sequentially flattish, but -15% organic drop in sales in Q2eWe assume a recovery in sales growth in H2'26eQ2'26 results due 18 AugustQ2'26 expectation...
Q2 paper EBIT of PLN -32mPulp prices down, while paper remains challengingFair value range of SEK 15-50Q2 paper EBIT of PLN -32mPaper EBIT came in at ...