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Visual21 Nov 2025
Data center suppliers
Montana Aerospace (AERO) investor relations material
Montana Aerospace Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Nov, 2025
Executive summary
Completed transition to a pure-play aerostructures company after divesting the Energy and E-mobility segments, achieving an enterprise value of EUR 204 million for the carve-out and securing a strong position in the aerospace sector.
Streamlined operations and reduced leverage, enabling focus on high-return aerospace opportunities.
Achieved significant operational improvements, with sales growth outpacing the market and a focus on margin expansion and cash flow generation.
Net sales rose 15.5% year-over-year to €712.3 million for the nine months ended 30 September 2025, driven by organic growth and increased exposure to Boeing platforms.
Maintains a robust contracted sales backlog exceeding EUR 7 billion, providing high visibility and stability for future revenues.
Financial highlights
Net sales for the first nine months of 2025 reached €712.3 million, up 15.5% year-over-year.
EBITDA increased to €113.0 million, up 28.6% year-over-year, with margin improving to 15.9%.
Adjusted EBITDA reached €113.8 million, with a margin of 16.0%.
Result from continuing operations turned positive at €3.0 million, despite a €30 million non-cash FX loss; excluding this, result would have been €33 million.
Free cash flow (excluding carve-out and earn-out impacts) would have exceeded €30 million; reported at €2.8 million.
Outlook and guidance
2025 guidance: sales above €900 million, adjusted EBITDA around €160 million, and positive net income expected.
2026 guidance: sales over €1 billion, adjusted EBITDA over €185 million, assuming a EUR/USD rate of 1.19 and some tariff headwinds.
Net debt expected to reach one-time EBITDA by end-2025, transitioning to a high double-digit million net cash position by end-2026.
High cash conversion targeted, with operational cash flow in the triple-digit million EUR range for 2026.
Dividend proposal planned for 2025, to be paid in 2026.
Why was Energy segment divestment a cash outflow?
Mitigation strategy for non-cash FX losses?
Specific plans to optimize trade working capital?
What drives conservative 2026 build rate outlook?
Capital deployment strategy beyond dividends
Sustainability of integrated value chain advantage
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Next Montana Aerospace earnings date
H2 20252 Apr, 2026
Next Montana Aerospace earnings date
H2 20252 Apr, 2026
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Frequently asked questions
Montana Aerospace AG, based in Switzerland, is a key player in the manufacturing of aircraft parts and auxiliary equipment, with a specialization in critical structural parts and assemblies. The company's expertise lies in creating lightweight solutions utilizing a variety of materials including aluminum, titanium, hard metals, and composite materials. Its product range covers extensive components crucial for the aerospace industry, such as structural parts for fuselages, wings, and landing gear, alongside critical engine components that withstand high thermal and mechanical loads, and various functional components for cabin interiors. The company is headquartered in Reinach, Switzerland, and its shares are listed on the Swiss Stock Exchange.
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