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Periodo fiscal
Q2 2026
Fecha de la conferencia
6 ago., 2026
Resumen con IA
Q2 2026

Record growth: TXT reported H1 2026 revenue of EUR 228 million, up 21%, including approximately 19% organic growth; management said performance was ahead of expectations.

Margin expansion: EBITDA rose 24% to EUR 34.2 million, with the margin improving to 15% as Smart Solutions benefited from software licenses, subscriptions and internal synergies.

Strong outlook: TXT confirmed 2026 guidance for revenue above EUR 470 million, organic growth of 15%, EBITDA margin around 15% and net debt below 2x EBITDA, while indicating internal expectations closer to EUR 0.5 billion of revenue.

Digital Edge: The newly acquired and rebranded TXT Digital Edge is expected to add at least EUR 30 million of revenue and EUR 3 million of EBITDA in H2 2026, with a 2027 target of EUR 80 million of revenue and EUR 8 million of EBITDA.

Tax charge: A nonrecurring tax settlement created a EUR 12.7 million impact, driving reported H1 net profit to negative EUR 1 million, but management said it does not change operating guidance.

Visibility: Public-sector and aerospace and defense demand remains strong, supported by a substantial backlog and long-term projects; a new MBDA partnership is expected to contribute about EUR 1 million of revenue in 2026.

Capital Markets Day: Management plans to update the business plan around November, including updated 2026-2027 guidance and a first view of 2028.

Datos financieros clave
Total revenue
EUR 228 million
Organic revenue growth
18.8%
EBITDA
EUR 34.2 million
EBITDA margin
15%
Gross margin
36.6%
Reported net profit
negative EUR 1 million
Adjusted net profit
EUR 17.9 million
Smart Solutions revenue
EUR 50 million
Smart Solutions EBITDA
EUR 12.6 million
Research and development investment
EUR 13 million
International revenue
EUR 34 million
Adjusted net debt
EUR 114 million
Reported net debt
EUR 123 million
TXT Digital Edge H2 2026 revenue
At least EUR 30 million
TXT Digital Edge H2 2026 EBITDA
EUR 3 million
TXT Digital Edge 2027 revenue
EUR 80 million
TXT Digital Edge 2027 EBITDA
EUR 8 million
One-off tax charge
EUR 12.7 million
MBDA partnership 2026 revenue
EUR 1 million
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