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OC Oerlikon (OERL) investor relations material
OC Oerlikon Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Orders rose 18% year-over-year at constant FX, driven by strong demand in materials, especially for aviation and general industries.
Sales increased 5% year-over-year at constant FX, with higher prices and volumes supporting growth.
APAC region performed strongly, Americas showed positive momentum, and Europe stabilized.
Full-year 2026 financial guidance reaffirmed following a positive Q1 and solid order backlog.
Financial highlights
Q1 2026 order intake reached CHF 455 million, up 18% organically year-over-year.
Q1 2026 sales were CHF 378 million, up 5% organically year-over-year.
Performance was supported by higher raw material prices and increased volumes in critical materials.
Outlook and guidance
Full-year 2026 guidance confirmed, based on strong Q1 performance and current order backlog.
- Order intake up 6.5%, stable sales, margin at 17.3%, and leverage improved post-divestment.OERL
Q4 202524 Feb 2026 - Pure-play transformation completed; strong orders and stable sales amid headwinds.OERL
Q4 2025 (Media)24 Feb 2026 - 2024 margin guidance raised as operational EBITDA margin improved to 16.0%.OERL
Q2 20242 Feb 2026 - Raised 2024 EBITDA margin guidance to 16% amid stable profitability and ongoing transformation.OERL
Q3 202416 Jan 2026 - Operational EBITDA margin rose to 16.6% despite a 9% sales drop, with division separation advancing.OERL
Q4 202415 Dec 2025 - Barmag divestment enables pure-play focus, debt reduction, and updated growth guidance.OERL
Investor Update25 Nov 2025 - Stable orders, margin pressure, and Barmag divestment drive transformation and outlook revision.OERL
Q2 202523 Nov 2025 - Order intake up 11% and sales up 3% year-over-year, with Barmag divestment on track.OERL
Q3 2025 TU4 Nov 2025 - Barmag divestiture and stable Q1 orders support a focused, resilient growth outlook.OERL
Q1 20255 Jun 2025
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