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Exosens (EXENS) investor relations material
Exosens Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q1 2026 revenue grew 19.7% year-over-year to €122.6m, driven by strong defense-related night vision and digital imaging demand.
Defense momentum accelerated, especially in night vision and digital imaging for drones and counter-drone applications.
Key U.S. Army BINOD contract awarded, marking a milestone in U.S. expansion strategy.
Emberion acquisition completed, enhancing advanced imaging capabilities for defense and industrial markets.
Financial highlights
Amplification revenue rose 11.4% to €88.1m; Detection & Imaging revenue surged 44.5% to €34.6m year-over-year.
Adjusted gross margin increased 20.1% to €63.5m, with a margin rate of 51.8%.
Amplification segment gross margin up 15.0% to €47.2m (53.6% margin); D&I gross margin up 36.8% to €16.2m (46.7% margin).
Outlook and guidance
2026 revenue guidance: €520m–€540m; adjusted EBITDA: €168m–€178m.
Capital expenditure expected at ~9% of 2026 revenue, driven by capacity expansion in Europe and the U.S.
Capacity expansion plan targets 40% increase by 2027, with initial benefits from H2 2026.
- Record revenue and margin growth in 2025, with robust outlook and strong Defense momentum.EXENS
Q4 202511 Apr 2026 - FY 2024 revenue up 35% and net profit up 67%, with strong outlook for 2025.EXENS
Q4 20248 Dec 2025 - H1 2025 saw 20.1% revenue growth, record margins, and a tenfold net profit increase, led by Defense.EXENS
Q2 202516 Nov 2025 - Strong 9M 2025 growth with 23.2% higher revenue, margin gains, and robust defense demand.EXENS
Q3 202527 Oct 2025 - Record growth, robust margins, and strategic expansion define Exosens' 2024 AGM.EXENS
AGM 20256 Jun 2025 - Q1 2025 revenue up 21.1%, driven by Defense demand and Amplification growth.EXENS
Q1 20256 Jun 2025
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