Exail Technologies (EXA) Q4 2025 TU earnings summary

Executive summary

• Achieved 26% revenue growth in Q4 2025 and 28% for the full year, surpassing targets announced in October.

• Strong commercial momentum with significant deliveries in drone-based mine countermeasure systems and increased navigation systems production.

• Order intake reached €147 million in Q4 and €844 million for the year, up 87% year-over-year, driven by major maritime robotics contracts.

Financial highlights

• Q4 2025 revenue was €153 million, up 26% compared to Q4 2024.

• Full-year 2025 revenue totaled €479 million, a 28% increase year-over-year.

• End-of-period backlog stood at €1,074 million, up 52% from the previous year.

Outlook and guidance

• Entering 2026 with strong visibility and an order backlog exceeding €1 billion.

• Targets double-digit revenue growth for 2026, supported by favorable market trends and increased production capacity.