)

4C Group (4C) investor relations material
4C Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record high last twelve months sales, with SEK 373M in Q2 and SEK 75.6M in net sales for the quarter, up 25% year-over-year.
Defense segment remains the largest revenue generator, with new contracts in NATO and APAC, and continued COTS progress in the US.
AI integration advanced across all products, including live wargame deployments and appointment of a Chief AI Officer.
Profitability improved, with adjusted EBIT margin at -16% versus -54% last year, and net loss narrowed to SEK -9.0 million.
Expert Services saw over 20% increase in average charge out rate year-over-year, with a strong order backlog.
Financial highlights
Net sales grew 27% year-over-year in 2025, with defense segment net sales up over 50%.
Adjusted EBIT margin improved to -16% in Q2 2025 from -54% in Q2 2024; LTM adjusted EBIT margin at 11%.
ARR reached SEK 181M in Q2, stable with Q1, up 39% year-over-year, driven by defense segment growth.
Order intake for the last twelve months exceeded SEK 500M, with Q2 order book at SEK 298M, up 156% year-over-year.
Cash position declined to SEK 20.5M, with net debt at SEK 97.4M; contract assets expected to convert in H2.
Outlook and guidance
Positive outlook for H2, with expectations of higher activity and profitability, especially in North America and Europe.
Targets average annual FX-adjusted organic net sales growth above 20% and software revenue share above 70% in the medium term.
Anticipates improved cash flow and contract asset conversion in the second half, with sufficient financing for the next 12 months.
Next 4C Group earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage