Q4 2025 Atlas Copco AB Earnings Call Transcript

Jan 27, 2026 / 01:00PM GMT

Release Date Price: $21.09

Transcript

Key Points

Positve

Atlas Copco AB (ATLCY) reported a 4% organic growth driven by strong performance in Compressor Technique and Vacuum Technique divisions.
The company achieved a 20.5% adjusted profit margin, indicating strong operational efficiency despite challenges.
Atlas Copco AB (ATLCY) completed eight acquisitions in Q4, contributing to its strategic growth and expansion.
The service divisions continued to deliver strong results, contributing positively to the overall financial performance.
The company maintained a solid cash flow and a good return on capital employed, reflecting financial stability.

Negative

Atlas Copco AB (ATLCY) faced weaker demand in industrial assembly and vision solutions, impacting overall growth.
The company experienced a lower operating profit due to negative currency effects and tariffs.
There was a 6% order drop in the Power Technique division, partly due to proactive order cancellations.
The Industrial Technique division saw a 1% order decline, primarily driven by challenges in the automotive sector.
Currency headwinds significantly impacted the Vacuum Technique division, affecting its operating margin.

Operator

Welcome to the Atlas Copco Q4 2025 report presentation. (Operator Instructions)

Now I will hand the conference over to CFO, Peter Kinnart. Please go ahead.

Peter Kinnart

Atlas Copco AB - Chief Financial Officer, Senior Vice President

Thank you, operator, and a very warm welcome to all of you attending this quarterly earnings call for the fourth quarter 2025. Before I hand over to Vagner to start the actual presentation, I will already now, as usual, remind you that when the Q&A session starts to just ask one question at a time.

Please keep disciplined, so everybody has an opportunity to ask their most important question once we get through the first Q. Of course, you can line up again for a second question afterwards, and we'll be happy to answer that. But that being said, no further ado.

I will hand over to Vagner Rego to guide us through the presentation.

Vagner Rego

Atlas Copco AB - President, Chief Executive Officer, Director

Thank you, Peter, and welcome to this conference

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