Arbona (ARBO) Q3 2026 earnings summary

Executive summary

• Q3 EPS was SEK 0.15 versus -SEK 0.01 YoY; equity per share rose to SEK 4.15 from SEK 3.80. Capital management gains, led by Ferronordic, drove the quarter.

• Active-ownership businesses improved YoY, but profitability in Industry and Transport Technology remained below management’s target; order intake signals improved at most businesses.

Financial highlights

• EPS was SEK 0.15 in Q3 2026 versus -SEK 0.01 in Q3 2025; 9M EPS was SEK 0.29 versus SEK 0.11.

• Listed portfolio value increased 6.7% in Q3; total portfolio value was SEK 1,430.9M at Sept. 30, including listed holdings of SEK 1,396.6M and unlisted holdings of SEK 34.3M.

Outlook and guidance

• Management remained cautiously positive for the rest of 2026, while warning that the economic recovery is fragile and global risks remain high and difficult to predict.

• Lann Industries expects restoration work to be completed by year-end; remaining cleanup, property repairs and permanent installations continue to weigh on efficiency.

• Sharpest Development, with two operating businesses, was tracking to or slightly ahead of plan, with several ongoing discussions.