Riber (ALRIB) Q2 2026 TU earnings summary

Executive summary

• Achieved 19% revenue growth in H1 2026, driven by strong services and accessories momentum.

• Continued rollout of the ROSIE platform, targeting integrated photonics and quantum computing markets.

• Order book remains resilient at €26.8M, with diversification across Europe, Asia, North America, and Australia.

Financial highlights

• H1 2026 revenue reached €12.8M, up from €10.7M in H1 2025.

• Services and accessories revenue surged 71% year-over-year to €5.1M.

• Systems sales stable at €7.7M, with three machines delivered, matching prior year.

Outlook and guidance

• Market fundamentals remain favorable, supported by AI, data centers, and quantum tech investments.

• Tighter export licensing for Asia may impact conversion of some opportunities.

• Next ROSIE milestones include BTO/STO sample availability in Q4 2026 and a dual-chamber cluster machine by year-end.

• Full-year guidance to be provided with half-year results in September.