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HMS Networks (HMS) investor relations material
HMS Networks Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary21 Oct, 2025
Executive summary
Q3 2025 net sales reached SEK 894 million, up 13% year-over-year with 8% organic growth, and order intake rose 26% to SEK 855 million, with 22% organic growth, led by North America and IDS division.
Achieved record adjusted EBIT of SEK 244 million (27.3% margin), with record cash flow from operations of SEK 258 million and cash conversion rate of 91%.
New five-year strategy and 2030 targets aim to double revenue to SEK 7.5 billion, reach a 25% EBITA margin, and increase SaaS and recurring revenue share.
North America and EMEA led order intake, with China now the largest market in Asia and Middle East emerging as a key market.
New organizational structure with three divisions implemented to enhance customer focus and cross-selling.
Financial highlights
Adjusted EBIT for Q3 was SEK 244 million (27.3% margin), up from SEK 194 million (24.5%) last year.
Adjusted EPS for Q3 was SEK 3.88, up 55% from 2.51, with a one-time tax benefit.
Gross margin improved to 64.1% from 63.5%, supported by favorable product mix and price increases.
Cash flow from operations in Q3 was SEK 258 million, up from SEK 205 million.
OpEx increased 7% year-over-year, mainly due to sales, marketing, and strategic investments.
Outlook and guidance
Management expects continued organic growth, with cautious optimism amid ongoing volatility from tariffs, geopolitics, and macroeconomic factors.
Strategic targets for 2030 include SEK 7.5 billion in net sales, 25% EBITA margin, and 30–50% of adjusted EPS in dividends.
More than 50% of organic growth from 2026–2030 expected from new products, with ARR to exceed 10% of revenues and direct sales surpassing 55%.
Investments in U.S. production, AI-driven efficiency, and R&D will support future margin and capacity improvements.
SaaS business model development plan?
Tariff impact mitigation via US production?
Drivers for North America's strong growth?
New products and SaaS revenue targets by 2030?
Outlook for large orders and Japan INT division?
York facility impact on margins and capacity?
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Next HMS Networks earnings date
Q4 202527 Jan, 2026
Next HMS Networks earnings date
Q4 202527 Jan, 2026
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Frequently asked questions
HMS Networks AB provides industrial communication and industrial Internet of Things solutions under the Anybus, Ewon, IXXAT, and Intesis brands worldwide. The company offers wired connectivity products, including I/O modules and gateways that connect automation systems, PLCs, and robots with other machine members; and industrial wireless solutions for various IIoT use cases.
It also provides communication interface products that link industrial automation devices to machine networks and cloud services. In addition, the company offers support services to enable customers to connect their machines and control equipment on the network or in the cloud. HMS Networks AB was founded in 1988 and is headquartered in Halmstad, Sweden.
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