)
SECTRA (SECT) investor relations material
SECTRA Q4 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales increased by 9.3% year-over-year to SEK 3,541.7 million, with all operating areas reporting sales growth in local currencies and strong growth in medical imaging IT and secure communications.
Recurring revenue rose 18.6%, driven by a 54.9% surge in cloud recurring revenue to SEK 915.8 million, now comprising nearly 70% of total revenue.
Operating profit (excluding a non-recurring patent settlement) grew 15.9% to SEK 710.6 million, with a margin improvement to 20.1%.
Customer satisfaction remains industry-leading, with multiple "Best in KLAS" awards and a number one ranking in large U.S. hospitals for 13 consecutive years.
Strategic acquisition of Oxipit, a Lithuanian autonomous AI company, strengthens the AI portfolio in diagnostic imaging.
Financial highlights
Full-year contracted order bookings reached SEK 7.6 billion, with a rolling 12-month book-to-bill ratio of 2.2.
Fourth quarter sales exceeded SEK 1 billion for the first time, up 13% year-over-year.
Cash flow from operating activities was SEK 1,097.3 million for the year, with SEK 500 million generated in Q4.
Dividend proposal includes an ordinary dividend of SEK 1.30 per share and an extraordinary dividend of SEK 1 per share, totaling SEK 2.30 per share.
Debt/equity ratio at 0.04 and equity/assets ratio at 47.8%, indicating strong financial stability.
Outlook and guidance
Long-term focus on recurring revenue, with the majority of new U.S., Canada, and U.K. contracts now cloud-based.
Ongoing transition to service and cloud-based business models expected to drive further recurring revenue growth and reduce seasonal volatility.
Continued investments in innovation, AI, and cybersecurity to maintain competitiveness and support long-term growth.
Significant go-lives from large contracts are underway, expected to reduce quarterly revenue and profit volatility.
Non-recurring revenue in Imaging IT is expected to decline as customers transition to the SaaS model.
- Recurring revenue up 18.5% and operating profit up 21.1% amid strong cloud growth.SECT
Q3 25/261 Apr 2026 - Cloud recurring revenue surged 55.9% and operating profit rose 13.6% year-over-year.SECT
Q4 23/2431 Jan 2026 - Q1 sales up 24%, operating profit up 44%, with strong recurring and cloud revenue growth.SECT
Q1 24/2522 Jan 2026 - Record order intake and recurring revenue growth offset by lower profit during cloud transition.SECT
Q2 24/2511 Jan 2026 - Sales up 13%, cloud recurring revenue up 44%, and profit boosted by a patent settlement.SECT
Q3 24/2521 Dec 2025 - Cloud and recurring revenue growth drive profit, but upfront costs pressure margins.SECT
Q2 25/2612 Dec 2025 - SaaS, AI, and integrated diagnostics drive global growth and leadership in medical IT.SECT
CMD 20251 Dec 2025 - Record order intake and recurring revenue growth drive profitability and cash flow.SECT
Q4 24/2511 Nov 2025 - Order bookings and recurring revenue surged, driven by SaaS and US/Canada growth.SECT
Q1 25/264 Sep 2025
Next SECTRA earnings date
Next SECTRA 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
Explore our global coverage
)
)