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INFICON (IFCN) investor relations material
INFICON Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 sales reached $167.4M, up 6% sequentially and 0.3% year-over-year, with strong order growth and a book-to-bill ratio above one.
Operating income was $25.3M (15.1% margin), down 24.9% YoY, impacted by tariffs, FX, and accelerated relocations.
Net income dropped 31% YoY to $18.3M (10.9% margin), affected by lower operating income and FX.
Cash flow remained strong at $18.7M; net cash stood at $38.5M after a $58M dividend payout.
Strategic focus on customer partnerships led to absorbing some tariff costs to maintain long-term relationships.
Financial highlights
Gross margin dropped to 43.1% in Q2, down 4.1 percentage points year-over-year due to trade-related impacts.
CapEx was $5.1M in Q2; R&D investment was 8.3% of sales, up 6.3% YoY.
Working capital increased to $229M (34.2% of sales), mainly due to inventory and FX impacts.
Equity ratio improved to 65.3%, up 1.3pp YoY.
Net cash at $38.5M; DSO at 47.6 days; inventory turns at 2.4.
Outlook and guidance
2025 sales guidance narrowed to $660M–$690M, with operating income margin expected at 18%.
Margin improvement expected in H2 as tariff and relocation impacts subside; FX headwinds may persist.
Semiconductor ramp now expected in 2026; 2025 seen as a transition year with moderate optimism for recovery.
Positive momentum in Semi, RAC/Auto, and General Vacuum, but trade tensions add uncertainty.
Outlook assumes no further major slowdowns or unforeseen impacts from trade tensions.
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