Accelleron Industries (ACLN) H2 2025 earnings summary

Executive summary

• Revenues reached USD 1.263 billion in 2025, up 23.5%–24% year-over-year, driven by strong marine and energy demand, especially for data center backup and prime power solutions.

• Operational EBITDA/EBITA rose 22.6%–23% to USD 321 million, with a margin of 25.4%, slightly below the prior year due to tariffs and increased warranty provisions.

• Net income increased 35.8% to USD 243.7–244 million, enabling a 20% dividend increase and the launch of a CHF 100 million share buyback program.

• Successfully integrated True North Marine, expanding digital and AI-powered solutions for voyage optimization.

• Published net zero reports and received SBTi approval for 2030 climate targets.

Financial highlights

• Revenue grew 23.5% to USD 1.263 billion; constant currency growth was 21.6%, exceeding guidance.

• Operational EBITDA/EBITA reached USD 321 million (25.4% margin), up 22.6%–23% year-over-year.

• Net income was USD 243.7–244 million, up 35.8% from 2024; effective tax rate decreased to 19.5%.

• Free cash flow conversion remained high at 87.9%–88%, with free cash flow increasing by USD 37 million to USD 214 million.

• Dividend proposed at CHF 1.50 per share; CHF 100 million share buyback to be executed over two years.

Outlook and guidance

• Forecasts organic revenue growth of 9%–14% and operational EBITDA/EBITA margin of 25%–26% for 2026.

• Expects continued strong demand in energy, especially from data centers and decentralized power, with moderate growth in marine.

• Guidance assumes stable U.S. tariffs and no major adverse geopolitical impacts; heightened geopolitical uncertainties remain.