Componenta (CTH1V) Q2 2026 earnings summary

Executive summary

• Net sales for January–June 2026 reached EUR 70.3 million, up 18% year-over-year from EUR 59.7 million.

• EBITDA increased to EUR 8.2 million from EUR 5.0 million, and operating result rose to EUR 5.3 million from EUR 2.3 million.

• Order book at period end was EUR 17.4 million, a 23% increase from EUR 14.2 million.

• Strong demand and performance in energy and defense sectors, with a new partnership agreement signed with the Finnish Defence Forces.

• Cash flow from operating activities improved to EUR 4.4 million, and liquidity remained strong.

Financial highlights

• Q2 2026 net sales were EUR 37.2 million, up from EUR 30.9 million in Q2 2025.

• EBITDA margin for H1 2026 was 11.6% (up from 8.4%), and operating margin was 7.5% (up from 3.9%).

• Net result for H1 2026 was EUR 3.5 million, up from EUR 1.3 million year-over-year.

• Basic EPS rose to EUR 0.36 from EUR 0.13 year-over-year.

• Cash and cash equivalents at end of June were EUR 14.8 million, compared to EUR 9.1 million a year earlier.

Outlook and guidance

• Guidance for 2026 remains unchanged: net sales and adjusted operating result expected to improve from previous year.

• Favourable trend expected to continue in H2 2026, with performance dependent on maintenance execution, production ramp-up, and market recovery in agricultural machinery.

• Focus areas include growth, profitability, new sales, and customer relationship management.

• Preparing for higher volumes through resource and material planning.