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AutoStore
AutoStore (AUTO) investor relations material
AutoStore Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 2025 delivered strong sequential and year-over-year growth, with revenue up 29.3% sequentially and 9% year-over-year to $179.7 million, and order intake up 27.5% sequentially and 35.1% year-over-year to $194.2 million, driven by improved backlog conversion and operational efficiency.
Full-year 2025 revenue was $538.6 million, down 10.4% from 2024, reflecting a challenging start due to macroeconomic volatility and longer customer decision cycles, but improved performance in the latter half.
Strategic actions included sharpened commercial focus, resource reallocation, cost-efficiency, and a customer-centric go-to-market model, resulting in 150 new customers and 11 new product launches in 2025.
The U.S. accounted for over 24% of 2025 revenue and over 30% of Q4 order intake, with Europe and APAC also contributing strongly.
Recurring revenue streams expanded through ASaaS contracts and product innovation, with 60% of revenue from existing customers.
Financial highlights
Q4 revenue reached $179.7 million, gross margin was 73.7%, and adjusted EBITDA margin was 43.3%.
Order intake for Q4 was $194.2 million, with a closing backlog at a record $557 million, up 22% year-over-year.
Cash conversion in Q4 was 84%, and for the year, order intake totaled $638.2 million with a 76% cash conversion rate.
Net debt at year-end was $180 million, with liquidity headroom of $372 million and a year-end cash balance of $90.1 million.
Full-year adjusted EBITDA was $228.1 million (margin 42.3%), and full-year EBIT was $140.1 million, down 37% year-over-year.
Outlook and guidance
Entering 2026 in a stronger position, but market uncertainty and cautious customer investment persist; too early to predict 2026 performance.
High Throughput projects from Q4 are expected to convert over 2026, with longer project durations than Standard Segment.
Continued investment in innovation, recurring revenue, and commercial initiatives to drive long-term growth while maintaining high profitability.
North America accounted for 24% of 2025 revenue; potential U.S. tariffs expected to have a moderate direct impact.
When will growth investments boost EBITDA margin?
ASaaS contribution to recurring revenue base
Cash position and new debt facility flexibility
Detail the growth investment impact on margins
How do new business models enhance revenue quality?
What is the strategic impact of high throughput projects?
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Next AutoStore earnings date
Q1 202623 Apr, 2026
AutoStore
Next AutoStore earnings date
Q1 202623 Apr, 2026
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AutoStore Holdings Ltd designs, manufactures, and sells automated storage and retrieval systems. Its cube storage technology is used for warehouse automation in retail, e-commerce, and logistics sectors. The company is headquartered in Nedre Vats, Norway, and its shares are listed on the Oslo Stock Exchange.
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