Denmark · Delayed Price · Currency is DKK RTX A/S Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 2% year-on-year (11% underlying), with strong Healthcare and ProAudio driving higher gross margins and EBITDA. Memory shortages from AI demand pose risks to supply and pricing, but full-year guidance is maintained and investments focus on Healthcare and Enterprise platform growth.
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Q1 saw 7% revenue growth to DKK 108 million, driven by strong Healthcare and ProAudio performance, with gross margin rising to 55%. Full-year guidance is maintained, supported by a robust order book and positive market trends in key segments.
Fiscal Year 2025
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Revenue grew 10% year-over-year, with strong gains in enterprise and healthcare, and gross margin improved by 3.3 points. Guidance for next year anticipates further revenue and EBITDA growth, supported by investments in healthcare, retail, and next-gen platforms.
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Revenue and profitability grew in Q3, led by enterprise and healthcare, despite currency headwinds. Guidance was raised and narrowed, with strong liquidity enabling a share buyback. ProAudio is transitioning to a scalable model, and supply chain diversification continues.
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Revenue and gross margin improved year-over-year, led by Enterprise growth and a strategic shift to modules in ProAudio. Healthcare faced delays but expects solid growth as new products launch. Gross margin set a new baseline at 51%, with robust liquidity and equity.
Fiscal Year 2024
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Q3 saw sequential revenue and gross margin improvement, but overall demand remains subdued due to high customer inventories and macroeconomic headwinds. Full-year guidance is maintained, with normalization expected over the next 12 months, though visibility remains low.