OM:BEIJ B
OM:BEIJ BTrade Distributors

Beijer Ref (OM:BEIJ B) Q4 EPS Slowdown Tests Bullish Growth Narratives

Beijer Ref (OM:BEIJ B) has just wrapped up FY 2025 with fourth quarter revenue of SEK8.3 billion and Basic EPS of 0.64 SEK, against trailing twelve month revenue of SEK37.1 billion and EPS of 4.59 SEK. The company has seen quarterly revenue range from SEK8.3 billion to SEK10.2 billion in 2025, with EPS moving between 0.64 SEK and 1.56 SEK, giving investors a clearer view of how earnings power shifts through the year while margins remain stable. See our full analysis for Beijer Ref. With the...
OM:CAST
OM:CASTReal Estate

How Castellum’s Infinity Hagastaden Lease and UBS Backing May Shape Castellum (OM:CAST) Investors

In late January 2026, Castellum announced a 15-year lease for approximately 24,000 square metres at its Infinity project in Hagastaden, Stockholm, with construction having started in autumn 2025 and completion targeted for late 2027, while the unnamed tenant retains an option to halve the space and shorten the term by mid-2026. On the same day, UBS issued an upbeat research view on Castellum’s repositioning under CEO Pål Ahlsén, highlighting portfolio reshaping efforts and an ambition to...
OM:SECT B
OM:SECT BHealthcare Services

How Investors May Respond To Sectra (OM:SECT B) Winning Expanded Imaging Contract At Major German Hospital

TUM Klinikum Rechts der Isar in Germany has expanded its use of Sectra’s enterprise imaging solution, signing a five-year contract in Sectra’s fiscal Q3 2025/2026 to add pathology and ophthalmology modules licensed for up to 300,000 examinations per year. This extension underscores how Sectra’s unified imaging platform is being adopted across additional clinical disciplines to support efficiency, collaboration, and lower operational costs in large hospital settings. Next, we will examine how...
OM:HEXA B
OM:HEXA BElectronic

Hexagon (OM:HEXA B) Margin Compression To 11.4% Tests Premium 41.4x P/E Narrative

Hexagon (OM:HEXA B) has wrapped up FY 2025 with fourth quarter revenue of €1.4b and basic EPS of €0.09, alongside net income of €237m, putting a clear spotlight on how the business is converting its top line into earnings. Over the past two reported fourth quarters, revenue has moved from €1.4b in FY 2024 to €1.4b in FY 2025, while basic EPS shifted from €0.11 to €0.09 over the same periods, giving you a clean like for like sense of how the income statement is evolving. With trailing 12 month...
OM:JM
OM:JMConsumer Durables

JM (OM:JM) Margin Squeeze And Q4 Loss Challenge Bullish Earnings Growth Narrative

JM (OM:JM) has just posted FY 2025 numbers that show Q4 revenue of SEK 2,794 million with a basic EPS loss of SEK 0.36, set against trailing 12 month figures of SEK 10,691 million in revenue and basic EPS of SEK 0.87. Over recent quarters, revenue has ranged from SEK 2,276 million to SEK 3,254 million in FY 2025, while basic EPS has swung from a profit of SEK 1.18 in Q2 and SEK 0.56 in Q1 to losses of SEK 0.51 in Q3 and SEK 0.36 in Q4. This puts the spotlight firmly on how quickly margins can...
OM:AXFO
OM:AXFOConsumer Retailing

Axfood (OM:AXFO) Valuation Check As Market Share Gains Dividend Hike And Expansion Plans Draw Focus

Why Axfood’s latest update is getting fresh attention Axfood (OM:AXFO) has drawn fresh interest after reporting full year 2025 results, proposing a higher dividend of SEK 9.00 per share and outlining expansion plans for 10 to 15 new stores in 2026. See our latest analysis for Axfood. Those full year 2025 results, the proposed SEK 9.00 dividend and the plan for 10 to 15 new stores in 2026 have come alongside a 90 day share price return of 17.53% and a 1 year total shareholder return of 32.60%...
OM:LIFCO B
OM:LIFCO BIndustrials

Lifco (OM:LIFCO B) Net Margin Holds At 12.9% Reinforcing Premium Valuation Narratives

Lifco FY 2025 earnings set against the market narrative Lifco (OM:LIFCO B) has wrapped up FY 2025 with Q4 revenue of about SEK7.5b and basic EPS of 2.28 SEK, capping a year in which trailing twelve month revenue reached roughly SEK28.3b and EPS came in at 8 SEK. Over the past six reported quarters, the company has seen revenue move from SEK6.3b in Q3 2024 to SEK7.5b in Q4 2025, while quarterly EPS ranged from 1.64 SEK in Q3 2024 to 2.28 SEK in the latest quarter. This has taken place against...
OM:ELUX B
OM:ELUX BConsumer Durables

Electrolux (OM:ELUX B) Profitability Comeback Tests Bearish Narratives After FY 2025 EPS Recovery

AB Electrolux (OM:ELUX B) has wrapped up FY 2025 with fourth quarter revenue of SEK35.1b and basic EPS of SEK1.72, capping a year in which trailing twelve month EPS reached SEK3.25 on revenue of SEK131.3b. The company has seen quarterly revenue move from SEK37.0b in Q4 2024 to SEK35.1b in Q4 2025, while basic EPS shifted from SEK0.56 to SEK1.72 over the same period, with net income rising from SEK150m to SEK466m. For investors, the latest print puts the focus on how durable these margins look...
OM:HM B
OM:HM BSpecialty Retail

Stronger Margins and Higher Payouts Could Be A Game Changer For H&M (OM:HM B)

H & M Hennes & Mauritz reported full-year 2025 results showing slightly lower sales but higher net income year-on-year, alongside a proposed dividend increase to SEK 7.10 per share, confirmation of a 2% local-currency sales decline for December 2025–January 2026, and completion of a SEK 1.15 billion share buyback program announced in June 2025. The combination of stronger profitability, cautious short-term sales guidance linked to Black Friday and Chinese New Year effects, and increased cash...
OM:BMAX
OM:BMAXSpecialty Retail

Byggmax Group (OM:BMAX) TTM Earnings Surge Tests Skeptical Multi Year Narratives

Byggmax Group FY 2025 earnings snapshot Byggmax Group (OM:BMAX) has wrapped up FY 2025 with Q4 revenue of SEK 1,064 million, a basic EPS loss of SEK 0.85 and a net income loss of SEK 50 million, while the trailing twelve months show EPS of SEK 3.26 on revenue of SEK 6.17 billion and net income of SEK 191 million. Over recent quarters the company has seen revenue move from SEK 1,093 million and basic EPS of SEK 1.07 loss in Q4 2024 to SEK 2,198 million and basic EPS of SEK 2.75 in Q2 2025,...
NGM:PLEJD
NGM:PLEJDElectrical

Assessing Plejd (NGM:PLEJD) Valuation After Strong 2025 Earnings Growth Attracts Investor Attention

Why Plejd’s latest earnings are catching investor attention Plejd (NGM:PLEJD) just released full year 2025 results, reporting sales of SEK 1,073.32 million and revenue of SEK 1,083.03 million, alongside net income of SEK 180.24 million and higher reported earnings per share. See our latest analysis for Plejd. The earnings release comes after a strong run in the share price, with Plejd’s 90 day share price return of 43.35% and year to date share price return of 76.49%. The 5 year total...
OM:SCA B
OM:SCA BForestry

SCA (OM:SCA B) Margin Compression Reinforces Bearish Valuation Narratives

Svenska Cellulosa Aktiebolaget (OM:SCA B) has wrapped up FY 2025 with fourth quarter revenue of SEK 5,749 million and basic EPS of SEK 0.69, setting the tone for how investors read the full year. Over recent quarters, the company has seen revenue move from SEK 4,824 million and EPS of SEK 1.17 in Q4 2024 to a FY 2025 run that included SEK 6,092 million and EPS of SEK 1.55 in Q2 2025, before landing at the latest Q4 numbers. With trailing 12 month EPS of SEK 4.57 and net income of SEK 3,205...
OM:MSON B
OM:MSON BFood

Midsona (OM:MSON B) Q4 Profit Rebound Tests Bullish Earnings Growth Narratives

Midsona (OM:MSON B) FY 2025 earnings snapshot Midsona (OM:MSON B) closed FY 2025 with fourth quarter revenue of SEK933 million and EPS of SEK0.23, while trailing twelve month EPS came in at SEK0.07 on revenue of SEK3.63 billion. Over recent periods, the company has seen quarterly revenue move between SEK865 million and SEK961 million, with EPS ranging from a loss of SEK0.10 per share to a profit of SEK0.23 per share. With analysts highlighting expectations for rapid earnings growth, the...