)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Brødrene A & O Johansen (AOJ) investor relations material
Brødrene A & O Johansen Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary15 Aug, 2025
Executive summary
Q2 2025 revenue grew 15%, with 7.3% organic and 7.7% acquisitive growth, despite one less sales day.
B2B and B2C segments delivered strong results; B2C revenue rose 71.3% and B2B up 7.8% in Q2.
Acquisitions in 2024 significantly boosted B2C growth, with AO Workwear and AO Sweden expanding and integrating well.
Swedish expansion continued with two new stores in Q2, outperforming forecasts and further openings planned.
EBITDA and gross margins improved year-over-year, driven by segment mix and acquisitions.
Financial highlights
Q2 2025 revenue: DKK 1,496.7m (Q2 2024: DKK 1,301.8m); H1 2025 revenue: DKK 2,982.8m (H1 2024: DKK 2,552.8m).
Q2 EBITDA: DKK 93.2m (Q2 2024: DKK 75.1m); H1 EBITDA: DKK 186.7m (H1 2024: DKK 143.3m); margin 6.2% in Q2.
Q2 net profit: DKK 39.8m (Q2 2024: DKK 29.1m); H1 net profit: DKK 79.8m (H1 2024: DKK 55.9m).
Gross margin improved to 24.0% in Q2 2025 from 22.8% in Q2 2024.
Earnings per share (EPS) for H1 2025: DKK 2.9 (H1 2024: DKK 2.1).
Outlook and guidance
2025 revenue guidance narrowed to DKK 5,950–6,100m, up from DKK 5,800–6,100m; growth expected at 9–12%.
EBITDA guidance for 2025 narrowed to DKK 420–450m; EBT to DKK 245–275m.
Main risks include persistent margin pressure, low basket sizes, and macro/geopolitical uncertainty.
How will US tariff policy affect AO?
Explain Sweden's geographical expansion.
Detail B2C's EBITDA margin target.
Assess sustainability of AO Workwear's growth.
Quantify startup costs for new Swedish stores.
When is material gross margin improvement expected?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Brødrene A & O Johansen earnings date
Q3 202530 Oct, 2025
Next Brødrene A & O Johansen earnings date
Q3 202530 Oct, 2025
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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Brødrene A & O Johansen A/S sells and distributes technical installation materials and tools in Denmark, Sweden, and Norway. The company sells installation materials, such as heating systems, ventilation, cables and cable accessories, valves, pipes and pipe accessories, water meters, automation products for domestic appliances and industrial applications; heating solutions comprising commercial heat pumps for the pre-heat customers to supply the local supermarket chain with hot water for washing vegetables; industrial furnaces for civil engineering contractors; district heating solutions for hospitals; solar heating solutions for detached houses; municipal waste-to-energy plants; calculation tools for heat pump design and selection
Quartr provides global coverage of all investor relation material from public companies.
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.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage