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Vestas Wind Systems (VWS) investor relations material
Vestas Wind Systems Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Revenue grew 14% year-over-year to €3.7 billion, driven by higher turbine deliveries and service revenue, with EBIT margin at 1.5% and improved onshore project performance offset by offshore ramp-up costs.
Order intake fell 44% year-over-year to 2 GW, mainly due to policy uncertainty in the U.S. and no offshore orders in the quarter.
Service backlog increased year-over-year to €36 billion, with 159 GW under service contracts as the service recovery plan progresses.
Offshore ramp-up peaked in Q2, with serial manufacturing started in Poland and significant investments in new capacity.
2025 outlook and guidance maintained, expecting back-end loaded activity and earnings in Q3 and Q4.
Financial highlights
Revenue reached €3.7 billion, up 14% year-over-year; gross profit rose to €417 million (11.1% margin).
EBIT margin before special items was 1.5%; service EBIT margin at 17.2%.
Net profit turned positive at €34 million, compared to a loss last year.
Adjusted free cash flow was negative €227 million, reflecting increased investments and working capital needs.
Net debt at €7 million after dividends and buybacks.
Outlook and guidance
2025 revenue guidance: €18–20 billion; EBIT margin before special items: 4–7%.
Service EBIT before special items expected around €700 million; total investments approx. €1.2 billion.
Guidance unchanged despite FX headwinds, tariffs, and geopolitical risks; most activity and earnings expected in H2.
Assess impact of political uncertainty on EMEA orders.
Explain the drivers behind ROCE improvement.
Detail the offshore ramp-up costs offsetting onshore gains.
How will tariffs impact long-term costs?
When will offshore ramp-up costs peak?
Assess U.S. onshore demand outlook.
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Next Vestas Wind Systems earnings date
Q3 20255 Nov, 2025
Next Vestas Wind Systems earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Vestas Wind Systems designs, manufactures, installs, and services wind turbines worldwide. Its products include wind turbines with one to three blades, rotor diameters of up to 180 meters, and wind parks and project components that consist of turbines and towers working as a system. The company primarily serves the offshore wind energy sector; other sectors include onshore utility-scale power markets. It offers services, including maintenance, monitoring, and training for customers that own or operate wind parks.
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