)
HMS Networks (HMS) investor relations material
HMS Networks Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q4 2025 delivered record net sales of SEK 951 million, with 23% organic growth and strong profitability, driven by North American performance and successful integration of Red Lion and PEAK acquisitions.
Full-year organic order growth was 10%, with net sales up 17% to SEK 3,577 million and adjusted EBIT up 37% to SEK 911 million (25.5% margin).
The board proposed a record dividend of SEK 4.80 per share for the April 2025 meeting.
New divisional structure implemented from January 2025, enhancing customer focus and accountability.
Launched 2030 strategy and received SBTI validation for climate targets.
Financial highlights
Q4 net sales reached SEK 951 million, up 23% organically year-over-year; full-year net sales were SEK 3,577 million, up 17%.
Adjusted EBIT for Q4 was SEK 268 million (28.2% margin); full-year adjusted EBIT was SEK 911 million (25.5% margin).
Adjusted EPS for Q4 was SEK 4.17; full-year adjusted EPS was SEK 13.73, up 42% year-over-year.
Cash flow from operations in Q4 was SEK 231 million; full-year cash flow was SEK 877 million, with an 82% cash conversion rate.
Net debt/adjusted EBITDA at year-end was 2.13x–2.21x, reduced from 3.41x last year.
Outlook and guidance
Management expects gradual OpEx increases in 2026 to support growth, with investments ramping up and a cautiously optimistic outlook amid macroeconomic uncertainties.
North American market softness in Q4 is viewed as temporary, with expectations for recovery as large project orders return.
Book-to-bill ratio expected to stabilize around 1x or higher in 2026 as backlog normalizes.
Long-term trends in automation and regionalized production expected to drive demand.
Profitable growth, both organically and via acquisitions, remains a strategic priority.
- TimeTickerHeadlineOpen
- DNLM
Sales and digital growth, margin expansion, and strategic investments drive strong FY25 results. - DNLM
Sales up 3.8% to £1,771m, profit before tax £211m, digital sales 40%, market share 7.9%. - 9412
Profits and equity improved, with upward revisions to full-year forecasts and new subsidiaries added. - NVDA
AI is transforming enterprises by enabling intent-driven innovation and technology-first strategies. - DNLM
H1 sales up 3.6% to £926m; digital mix 41%; PBT to hit lower end of consensus. - CRW
Double-digit growth, strong cash flow, and new leadership drive confidence for FY25. - 7011
Strong revenue and profit growth in FY2025, with raised guidance and key divestiture impact. - 8053
Profit attributable to owners dipped 1.9% despite higher revenues and strong FX gains. - 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast.
Next HMS Networks earnings date
Next HMS Networks earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)