Aspocomp Group (ACG1V) Q2 2025 earnings summary

Executive summary

• Net sales for Q2 2025 reached EUR 10.1 million, a 43% year-over-year increase, with strong demand in the Semiconductor and Security, Defense & Aerospace segments.

• Operating result for Q2 2025 improved to EUR 0.2 million from a loss of EUR 1.2 million in Q2 2024.

• H1 2025 net sales totaled EUR 20.4 million, up 54% year-over-year, and operating result improved by EUR 3.8 million to EUR 1.0 million.

• Order book at the end of H1 2025 stood at EUR 19.8 million, up 74% from the previous year, supporting future growth.

• Operative cash flow improved to EUR 2.4 million in H1 2025 from EUR -3.1 million a year earlier.

Financial highlights

• Q2 2025 net sales: EUR 10.1 million (Q2 2024: EUR 7.0 million), up 43%.

• Q2 2025 operating result: EUR 0.2 million (Q2 2024: EUR -1.2 million), margin 1.7%.

• H1 2025 net sales: EUR 20.4 million (H1 2024: EUR 13.3 million), up 54%.

• H1 2025 operating result: EUR 1.0 million (H1 2024: EUR -2.8 million).

• H1 2025 EPS: EUR 0.08 (H1 2024: EUR -0.44); Q2 2025 EPS: EUR -0.02 (Q2 2024: EUR -0.19).

Outlook and guidance

• Net sales for 2025 expected to grow significantly from 2024, with operating result turning clearly profitable.

• Demand in the semiconductor and Security, Defense & Aerospace segments anticipated to remain strong due to AI and data center investments.

• Security, Defense & Aerospace segment demand expected to continue growing.