Arbona (ARBO) Q2 2026 earnings summary

Executive summary

• Net sales increased by 6.2% year-over-year to 521.5 MSEK, driven by acquisitions, while organic growth was -4.2% due to a fire at Lann Industries; excluding Lann, organic growth was +1.0%.

• Adjusted EBITA rose to 21.9 MSEK (19.7), reflecting acquisition effects and excluding one-time fire costs.

• EBIT was -24.7 MSEK (1.3), heavily impacted by fire-related costs.

• Net income after tax reached 62.2 MSEK (60.3), mainly due to strong capital management and positive portfolio revaluation.

• Equity per share surpassed 4 SEK for the first time, at 4.01 SEK.

Financial highlights

• Net sales: 521.5 MSEK (491.1), up 6.2% year-over-year.

• Adjusted EBITA: 21.9 MSEK (19.7); EBIT: -24.7 MSEK (1.3).

• Net income after tax: 62.2 MSEK (60.3); EPS: 0.13 SEK (0.12).

• Operating cash flow: 17.3 MSEK (18.4).

• Equity: 2,080.5 MSEK (1,977.6); total assets: 2,563.7 MSEK (2,302.9).

Outlook and guidance

• Management expresses cautious optimism for the remainder of the year, noting ongoing macroeconomic uncertainty and geopolitical risks.

• The fire's operational impact is expected to be fully resolved by year-end.