GomSpace Group AB (LTS:0GE8)

Q2 2026 GomSpace Group AB Earnings Call Transcript

Aug 26, 2026 / 10:00 AM GMT

Release Date Price: kr12.45

Transcript

Key Points

Positve

Revenue grew 17% year-over-year in Q2 and 30% in H1, outpacing the market's 14-15% growth.
Achieved positive EBITDA of 13% in Q2 and 11% in H1, with a positive net profit of $28 million.
Order backlog increased by $28 million from Q1, with order intake exceeding revenue, improving future predictability.
Balance sheet strengthened with equity ratio rising to 41% after Peter Hargreaves converted warrants to shares.
Strong pipeline in national and defense solutions, with large opportunities in Ukraine, Germany, and Asia, and progress in deep space missions like Blue Origin and ESA's Ramses.

Negative

Cash flow remains negative at minus $42 million in Q2, due to planned investments in technology and production capacity.
An outstanding receivable from a customer remains unresolved, with the customer in a prolonged fundraising period, though mitigated by reusing materials and taking shares.
Order intake in Q2 was lower than the same period last year, which had a large order, though it was higher than Q1 2026.
The National and Defense Solutions business unit currently has zero revenue, with no immediate contracts closed, despite a growing pipeline.
The timeline for major deals, such as Ukraine and Indonesia, remains uncertain and dependent on external factors like government funding and procurement processes.

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

GOMX.ST - GomSpace Group AB
Q2 2026 GomSpace Group AB Earnings Call
Aug 26, 2026 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to today's event where we have the pleasure to present the GomSpace. As we can see here on the front page, the Q2 and H1 report is in focus. Today, I guess we will also share some views on the sector, I guess, that where the world is changing every quarter, as I see it from the decreating nuclear power plant on the moon and so on and SpaceX.

Very likely to hear some of your insights in this sector, Carsten. And as always, we are joined by Carsten Brachmann, CEO of CommSpace, to take us through the results, the presentation and answer questions in the end. And as always, there's a box down below where you can ask your question. A lot have already come in to see if something is answered, but do feel free to ask questions

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