Vestas Wind Systems A/S

Sikke et Q2-resultat. EBIT (justeret) er mere end det dobbelte af konsensusestimaterne. Kursen er (edit) steget omkring 20% ved børslukketid, med en top på 213,50 DKK. :clinking_glasses:

Nordnets AI-resumé:

  • Adjusted EBIT reached €446 million for Q2 2026, more than doubling the consensus estimate of €211 million.
  • The company raised its full-year 2026 adjusted EBIT margin guidance to 7–9%, up from the previous forecast of 6–8%.
  • Q2 revenue rose 26% year-over-year to €4.72 billion, while order intake surged 67% to 3.3 gigawatts.
  • Vestas launched a €400 million (DKK 3 billion) share buyback program, running from August 13 to mid-December 2026.
  • The total order backlog reached €76.9 billion, consisting of €36 billion in wind turbines and €40.9 billion in service contracts.

Administrerende direktørs kommentar:

Group President & CEO Henrik Andersen said: “In the second quarter of 2026, Vestas achieved 26 percent revenue growth to EUR 4.7bn and an EBIT margin of 9.4 percent, which corresponds to an improvement of 7.9 pp year-on-year. The improvement was driven by Power Solutions, both Onshore and Offshore, while order intake grew 67 percent year-on-year to 3.3 GW and Service performed according to plan. Based on our performance in the second quarter and visibility towards the end of the year, we raise the 2026 outlook on profitability and return further cash to shareholders through a new share buyback of EUR 400m that will run until the end of the calendar year. Demand for wind energy solutions remains strong due to the growing need for secure, affordable, and sustainable energy, and we want to thank our customers, partners and colleagues for their continued engagement and support.”

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