Q4 2025 Kongsberg Gruppen ASA Earnings Call Transcript

Feb 6, 2026 / 07:15 AM GMT

Release Date Price: kr373.6 (+15.53%)

Transcript

Key Points

Positve

Kongsberg Gruppen ASA (NSKFF) reported a strong financial performance for 2025, with revenues reaching 58.6 billion and an underlying revenue growth of 17%.
The company achieved a record high order backlog of 157.4 billion, providing good visibility and higher revenue coverage for the next two years.
Kongsberg Defense and Aerospace saw significant growth, with a 32% increase in revenues and a strong contribution to the order backlog.
The demerger of Kongsberg Maritime into a separate entity is expected to provide strategic focus and agility, allowing both companies to better navigate the changing market landscape.
Kongsberg Maritime has doubled its revenue since 2021 and more than doubled its order backlog, positioning it well for future growth in the maritime sector.

Negative

Kongsberg Maritime recorded a margin decline of 0.8% points due to portfolio changes, including the divestment of the steering gear and rudder business.
The geopolitical tensions and ongoing war in Ukraine have increased uncertainty and posed significant challenges for the company.
The integration of Kongsberg Digital's maritime portfolio has impacted Kongsberg Maritime's margins.
The company faces potential risks associated with the demerger, including the need to maintain collaboration between Kongsberg Maritime and other divisions.
The naval segment, while growing, presents challenges in terms of competition and the need to broaden the product scope to capture market share.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KOG.OL - Kongsberg Gruppen ASA
Q4 2025 Kongsberg Gruppen ASA Earnings Call
Feb 06, 2026 / 07:15AM GMT

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Presentation
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As well as executive Vice President and Chief Financial Officer Metov Bergin.

Later today, we will also have the opportunity to follow company presentations of Kongsberg Maritime and Kongsberg following the demerger or the or the announced demerger.

At 9:30 Central European Time, incoming CEO Lee Sidebarsson Hagan will present conser Maritime, and at 10:15.

Incoming CEO I Lee will present Kongsberg going forward, but before that, let's dive into the Q4 figures. Guide, the floor is yours.

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