Ascom Holding AG (XSWX:ASCN)

Half Year 2026 Ascom Holding AG Earnings Call Transcript

Jul 29, 2026 / 08:00 AM GMT

Release Date Price: CHF5.19 (-1.14%)

Transcript

Key Points

Positve

Ascom Holding AG (XSWX:ASCN) reported a 15% increase in incoming orders at constant currency, indicating strong demand across all regions.
The company achieved a 3% revenue growth at constant currency, surpassing previous expectations of flat growth.
EBITDA margin improved, reflecting effective cost discipline and operational efficiency.
Ascom Holding AG (XSWX:ASCN) returned CHF 13.3 million to shareholders through dividends and share buybacks, demonstrating strong cash flow management.
The company confirmed its guidance for 2026, expecting low to mid-single-digit revenue growth and an EBITDA margin of 10% to 12%.

Negative

Revenue growth was negatively impacted by currency fluctuations, particularly the devaluation of the US dollar against the Swiss franc.
Gross profit margin declined slightly due to a product mix shift towards more project work and less mobility.
Supply chain constraints, especially in semiconductors, pose a risk to future business operations.
The company faces challenges in increasing the share of software revenue, which is crucial for improving long-term profitability.
Geopolitical tensions and market uncertainties remain potential challenges for the second half of the year.

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

ASCN.S - Ascom Holding AG
Half Year 2026 Ascom Holding AG Earnings Call
Jul 29, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Unknown participant is now joining.

Good morning, ladies and gentlemen.

Welcome to Ascom's 2026 Half Year Results Conference.

My name is Kilina Scott, Chief Financial Officer of Ascom.

On behalf of David Hale, our Chief Executive Officer and myself, thank you for joining us today.

Before we begin, let me briefly cover a few housekeeping items. First of all, this conference is being recorded.

Following the presentation, we will open the floor for questions. You may either submit your questions in writing via the Teams Q&A function or ask the question live by using the hand raise feature.

We will call on participants in turn. Please unmute your microphone first,

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