Germany · Delayed Price · Currency is EUR Frequentis AG Earnings Call Transcripts
Fiscal Year 2026
-
Order intake and revenues saw double-digit organic growth, with a strong EBIT margin aided by a claim settlement. Major contracts in the U.S. and Europe, ongoing innovation in mission-critical communications, and a robust order pipeline support a positive 2026 outlook.
-
Double-digit revenue growth continued in 2025, driven by strong order intake and innovation in safety-critical control solutions. Strategic focus includes software transformation, 5G communications, and drone management, with margin expansion targeted as new technologies are integrated.
Fiscal Year 2025
-
Order intake and revenues grew over 20% in 2025, with EBIT margin at 6.7% excluding a one-off. 2026 guidance is for 10% revenue growth and a 7% EBIT margin, with risks from inflation and hardware shortages. Defence and software-driven ATM expected to drive future margin improvement.
-
Serving over 550 government clients globally, the company is seeing strong order intake and revenue growth, driven by increased security spending, air traffic, and technological upgrades. Strategic focus on software, new MCX products, and robust R&D investment underpin a positive outlook.
-
Frequentis reported strong growth in order intake, revenues, and geographic diversification, driven by major contracts in public safety and air traffic management. Strategic investments in R&D and M&A support expansion into drone management and 5G MCX, with a robust pipeline and updated growth guidance for 2025.
-
Order intake rose 36% to €309M and revenues grew 15% to €237M, with record orders on hand of €764M. Profitability remains seasonal, with H2 expected to deliver most earnings. Full-year revenue growth of at least 10% and EBIT margin of 6.5%-7% are forecasted.
Fiscal Year 2024
-
Double-digit growth in revenues, order intake, and EBIT was achieved in 2024, with strong cash and order book positions supporting a positive outlook for 2025. Defense and ATM segments are expected to drive further growth, while inflation and project timing remain key uncertainties.
-
Order intake and revenues grew over 10% year-over-year, with orders on hand reaching a record EUR 621 million. Margin pressure from inflation and project startup costs is expected, but full-year revenue growth and a 6% EBIT margin are guided.