)
AAC Clyde Space (AAC) investor relations material
AAC Clyde Space Guidance summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Presentation focused on updated forecasts following the EPS-Sterna contract signing with OHB, ESA, and EUMETSAT.
Guidance on key objectives
Updated net sales forecast for 2026 set between SEK 440 million and SEK 510 million, with an EBITDA margin of approximately 10% and positive operational cash flow.
Strong order backlog of SEK 1.1 billion at the end of March 2026 underpins confidence in meeting forecasts.
Growth in Products & Missions driven by the Sterna order, with continued investment in Data & Services.
Market trends and strategic opportunities
Data & Services expected to deliver higher margins in the future, with current investments in satellite constellations and infrastructure.
AI and the increasing value of data present significant growth opportunities.
Recurring data contracts aim to provide a more stable revenue baseline compared to lumpy hardware contracts.
Order backlog reached approximately SEK 1.1 billion as of 31 March 2026, supported by the largest order to date and a strong order pipeline.
- 2025 setbacks were offset by strong data growth and new funding, setting up 2026 for recovery.AAC
Q4 202510 Apr 2026 - Transitioning to data-driven growth with Cyclops and VDES, targeting profitable expansion.AAC
Small Cap Growth Virtual Investor Conference11 Jan 2026 - Record sales, strong cash flow, and major project advances set the stage for 2025 growth.AAC
Q4 202423 Dec 2025 - SEK 140 million investment secures growth and fully funds key maritime intelligence programs.AAC
Investor Update15 Dec 2025 - Net sales up 3.6%, EBITDA positive, and strong backlog supports growth outlook.AAC
Q1 202526 Nov 2025 - Q2 2025 delivered 37.5% sales growth, positive EBITDA, and Data & Services up 270%.AAC
Q2 202523 Nov 2025 - Q3 net sales dropped 10.1% with negative EBIT, but Data & Services surged over 200%.AAC
Q3 202513 Nov 2025 - SEK 64.5 million raised via share issue to fund satellite, maritime, and defense expansion.AAC
Investor Update12 Nov 2025 - Q3 2024 delivered strong sales growth, profitability, and a record order backlog, driving future expansion.AAC
Q3 202413 Jun 2025
Next AAC Clyde Space earnings date
Next AAC Clyde Space earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
Explore our global coverage
)
)