OM:HUSQ B
OM:HUSQ BMachinery

Is Factory Closure and Outsourcing Strategy Altering the Investment Case for Husqvarna (OM:HUSQ B)?

Husqvarna recently reported third quarter 2025 earnings, highlighting SEK 9,204 million in sales and a net loss of SEK 10 million, while also announcing plans to decommission its Brastad factory by mid-2027 to outsource production and achieve future cost savings. Alongside its push for asset-light operations, Husqvarna is advancing AI-driven robotic lawnmower innovation and aims for annual cost savings of about SEK 100 million after closing the Brastad facility. We'll explore how the factory...
OM:VNV
OM:VNVCapital Markets

VNV Global (OM:VNV) Swings to Profitability, Challenging Bearish Earnings Narratives

VNV Global (OM:VNV) flipped to profitability over the past twelve months, reporting positive net profit margins and high quality earnings. However, average annual earnings growth tracked at -18.2% over the last five years. With two recognized reward drivers—growing profit or revenue and some flagged good value—investors are watching for ongoing improvements in profitability and earnings quality while keeping an eye on the company’s premium valuation relative to industry peers. See our full...
OM:HEXA B
OM:HEXA BElectronic

Hexagon (OM:HEXA B): Evaluating Fair Value After Profits Slide in Latest Earnings Release

Hexagon (OM:HEXA B) released its third-quarter earnings, showing stable revenue but a swing to a net loss and a sharp year-on-year drop in nine-month profits. This shift in profitability is drawing investor attention. See our latest analysis for Hexagon. While Hexagon’s revenue has held steady, the recent dip into a quarterly net loss and falling profits have led to some volatility. However, the market appears mostly resilient. The share price has logged a healthy 6.4% return over the past...
OM:WIHL
OM:WIHLReal Estate

Wihlborgs Fastigheter (OM:WIHL): Reassessing Valuation After Strong Q3 Earnings and Notable Sales Growth

Wihlborgs Fastigheter (OM:WIHL) just posted its third-quarter earnings, showing sharp jumps in both sales and net income compared to a year earlier. Investors are watching closely because this performance stands out for the period. See our latest analysis for Wihlborgs Fastigheter. The upbeat earnings news comes after a year of significant ups and downs for Wihlborgs Fastigheter. While the 1-year total shareholder return stands at -14.6%, recent momentum has shown some signs of promise, with...
OM:SWED A
OM:SWED ABanks

A Look at Swedbank (OM:SWED A) Valuation Following Q3 Earnings Decline

Swedbank (OM:SWED A) has just released its third quarter earnings, revealing that both net interest income and net income fell compared to the same period last year. This update is expected to shape investor expectations going forward. See our latest analysis for Swedbank. Despite the modest reaction to its latest quarterly results, Swedbank’s share price has climbed nearly 32% year-to-date. Its total shareholder return over the past twelve months sits at an impressive 46%. The recent price...
OM:NYF
OM:NYFReal Estate

Will Nyfosa's (OM:NYF) Return to Profitability on Lower Revenues Shift Its Investment Narrative?

Nyfosa recently reported third quarter earnings for 2025, revealing SEK 887 million in revenue and net income of SEK 295 million, compared to a net loss in the same period last year. This marks a turnaround in profitability for the company, achieved even as sales and revenues were slightly lower than the prior-year period. We'll explore how Nyfosa's return to profitability amid softer revenues could impact the company's overall investment narrative. AI is about to change healthcare. These 34...
OM:MSAB B
OM:MSAB BSoftware

Micro Systemation (OM:MSAB B) Earnings Surge 204%, Reinforcing Bullish Growth Narratives

Micro Systemation (OM:MSAB B) delivered annual earnings growth of 204.3% in the latest year, significantly ahead of its 5-year average of 7.1%. Net profit margin improved to 9.6% from last year’s 3.4%. Ongoing growth prospects also remain strong, with revenue forecast to rise 10% per year and earnings expected to grow 26% per year for the next three years. See our full analysis for Micro Systemation. Now, let’s put these headline numbers side by side with the stories circulating in the market...
OM:BALD B
OM:BALD BReal Estate

Balder (OM:BALD B): SEK2.3B One-Off Gain Fuels Profit but Casts Doubt on Core Recovery

Fastighets AB Balder (OM:BALD B) recently swung to profitability, as net profit margins improved over the last year. That performance, however, was driven by a non-recurring gain of SEK2.3 billion that is unlikely to repeat. Long-term earnings have declined by an average of 29.8% per year over the past five years. Looking ahead, earnings are forecast to decline another 2.4% annually while revenue is expected to grow by 4.04% per year, outpacing the Swedish real estate market's 3.8%. See our...
OM:HEIM PREF
OM:HEIM PREFReal Estate

Heimstaden (OM:HEIM PREF): One-Off SEK11.9bn Gain Drives Earnings Surge, Challenging Quality of Profit Narrative

Heimstaden (OM:HEIM PREF) reported net profit margins of 40.4% for its preferred shares, a sharp increase from 4.5% the previous year, and a one-year earnings growth of 791.5%, largely driven by a non-recurring gain of SEK11.9 billion. While headline profit metrics present a strong performance, investors should note that over the past five years, earnings have actually declined by an average of 18.3% per year. This period’s surge resulted from exceptional items, not regular operations. See...
OM:SAND
OM:SANDMachinery

A Fresh Look at Sandvik (OM:SAND) Valuation After Strong Q3 Earnings Growth

Sandvik (OM:SAND) just posted its latest earnings report, catching investor attention by growing net income and earnings per share over last year, even as overall sales saw a modest decline this quarter. See our latest analysis for Sandvik. Sandvik’s latest earnings surprise has certainly energized the stock, with a robust year-to-date share price return of 43.6%. Despite some modest quarterly sales pressure, momentum has clearly built up. Its 39.7% one-year total shareholder return and 80.5%...
OM:ALFA
OM:ALFAMachinery

Alfa Laval (OM:ALFA) Profit Margin Beat Reinforces Bullish Valuation Narrative

Alfa Laval (OM:ALFA) posted a net profit margin of 12.1%, up from last year’s 10.4%, with earnings surging 21% over the past year, which is faster than the company’s five-year compound growth rate of 16.9%. With revenue expected to grow 4.9% per year and earnings projected to rise 5.2% annually, investors are weighing strong historical profit growth and favorable valuation signals against broader market growth rates and one flagged risk around dividend sustainability. See our full analysis...
OM:VIMIAN
OM:VIMIANMedical Equipment

Will Vimian Group's (OM:VIMIAN) Aggressive M&A Push Define Its Path to 2030 Ambitions?

Vimian Group AB reported third-quarter 2025 earnings, showing sales of €104.3 million and net income of €6.5 million, while also announcing plans to accelerate its mergers and acquisitions (M&A) strategy as a key pillar of growth in the global animal health space. An important insight is the company's reaffirmed commitment to using M&A alongside organic growth to achieve its long-term goal of reaching €300 million in earnings by 2030, guided by strong financial discipline and a clear...
OM:ENGCON B
OM:ENGCON BMachinery

engcon (OM:ENGCON B): Assessing Valuation Following Q3 2025 Earnings and Nine-Month Profit Growth

engcon (OM:ENGCON B) released its third quarter and nine-month results. Sales held steady at SEK 415 million for the quarter, while sales and net income have both increased over the first nine months of 2025 compared to last year. See our latest analysis for engcon. After a choppy start to the year, engcon’s 1-day and 1-week share price returns of 3% and 6%, respectively, suggest some momentum is building since the latest results. Still, the year-to-date share price return remains down 24%,...
OM:SEB A
OM:SEB ABanks

Evaluating SEB’s (OM:SEB A) Valuation After Strong Share Price Gains This Year

Skandinaviska Enskilda Banken (OM:SEB A) shares have shown a mixed performance lately, with a small pullback in the past month but solid gains year to date. Investors might be weighing recent valuation trends. See our latest analysis for Skandinaviska Enskilda Banken. SEB’s share price has climbed more than 19% year-to-date, giving investors plenty to cheer about. The real story has been the bank’s robust long-term momentum, with a one-year total shareholder return of 27% and an impressive...
OM:NOTE
OM:NOTEElectronic

Top European Dividend Stocks To Watch In October 2025

As European markets continue to show resilience with the STOXX Europe 600 Index gaining 1.68% and major indexes like Germany’s DAX and the UK’s FTSE 100 seeing notable increases, investors are increasingly focusing on dividend stocks as a potential source of steady income amidst economic fluctuations. In this environment, a good dividend stock is typically characterized by its ability to maintain consistent payouts, supported by strong fundamentals and a stable business model that can weather...
OM:TRUE B
OM:TRUE BSoftware

Assessing Truecaller (OM:TRUE B) Valuation After Recurring Revenue Gains and New Strategic Partnerships

Truecaller (OM:TRUE B) just released its latest earnings, pointing to surging recurring and business revenues even though ad income dipped slightly. The company’s recent moves, such as platform launches and partnerships, are making investors take notice. See our latest analysis for Truecaller. While Truecaller’s push into verified business platforms and new partnerships is drawing investor attention, the share price has taken a hit this year, with a year-to-date share price return of -39.4%...