Ergebniskonferenzen

Letzter Earnings Call

Geschäftsperiode
Q2 2026
Datum des Calls
21. Jul 2026
KI-Zusammenfassung
Q2 2026

Record orders: Wartsila said Q2 was a strong quarter, with total order intake up 33% to EUR 2.8 billion, an all-time high driven by record bookings in both Energy and Marine.

Margin improvement: Comparable operating result rose 7% to EUR 218 million, or 14% of sales, while operating result rose 14% to EUR 209 million, or 13.4% of sales.

Energy backlog: Management said the gross margin of Energy’s equipment order book has improved by more than 500 basis points since the start of 2025, and stressed that this reflects pricing and execution, not just mix.

Strong cash flow: Cash flow was EUR 497 million, described as the strongest second quarter in company history, helped by profitability and customer milestone payments.

Demand outlook: The company kept its 12-month demand view at “similar” for both Marine and Energy, but said the underlying market remains very strong and capacity is being expanded to meet demand.

Capacity expansion: Wartsila announced another EUR 90 million investment in Vaasa, taking planned operational capacity to 2.2x 2025 levels by the first quarter of 2029.

Strategic focus: Management highlighted record data center and balancing power orders, plus technology milestones in 100% hydrogen and ammonia engines, as evidence of long-term growth opportunities.

Wichtige Finanzkennzahlen
Order intake
EUR 2.8 billion
Energy order intake
close to EUR 1.7 billion
Marine order intake
EUR 1.2 billion
Order book
close to EUR 9 billion
Service order book
EUR 2.6 billion
Service book-to-bill
1.07
Net sales
EUR 1.6 billion
Organic net sales
up 5%
Comparable operating result
EUR 218 million
Comparable operating margin
14%
Operating result
EUR 209 million
Operating margin
13.4%
Cash flow
EUR 497 million
Return on capital employed
73%
Q2 order intake
EUR 2.8 billion
H1 order intake
EUR 4.9 billion
H1 net sales
EUR 3 billion
H1 operating result
EUR 399 million
H1 operating margin
13.3%
Energy equipment backlog gross margin
more than 500 basis points
Marine and Energy combined service order book
up 11%
Operational capacity expansion
2.2x
Additional capacity investment
EUR 90 million
Energy storage JV impact
EUR 40 million to EUR 50 million
Marine service order book
up 8%
Energy service order book
up 16%
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