Q2 2026 Atlas Copco AB Earnings Call Transcript
Key Points
- Atlas Copco AB (ATLCY) reported a record order intake, particularly strong in the semiconductor sector.
- The company experienced organic revenue growth of 8%, with Vacuum Technique contributing significantly.
- Atlas Copco AB (ATLCY) successfully acquired five companies in the quarter, enhancing its capabilities in various sectors.
- The company maintained a stable profit margin year-on-year, with a sequential improvement.
- Strong growth was observed across all regions, with notable performance in Asia and North America.
- The Middle East region experienced negative development due to a lack of decision-making by customers.
- Return on capital employed decreased year-on-year, despite a sequential improvement.
- Compressor Technique's profitability was slightly lower than the previous year, affected by acquisition costs.
- Currency headwinds impacted the quarter, affecting the top line and operating profit.
- The company faces challenges in ramping up production to meet the high demand in the semiconductor market.
Welcome to the Atlas Copco Q2 2026 report presentation. (Operator Instructions)
Now I will hand the conference over to CFO, Peter Kinnart. Please go ahead.
Thank you, operator, and a very warm summery welcome to all of you to this second quarter earnings call for the Atlas Copco Group. Very happy to have you all on board.
Before I hand over to Vagner to start giving more comments on the results, I will already now, as usual, implore you to not ask more than one question at a time when the Q&A session starts so all of the callers have the possibility to raise their question. If there is more time available at the end, we can, of course, take more follow-up questions. And also that we have a tight deadline so we will finish the call sharply at the end of the hour.
But that being said, I will hand over to Vagner. So Vagner, I guess we can say that we are, overall, quite happy with this second quarter report.
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