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AAC Clyde Space (SE:AAC)
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AAC Clyde Space (AAC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 13, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
-0.9
Last Year’s EPS
-2.8
Same Quarter Last Year
Analyst Consensus
―
Based on 0 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:May 13, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted several major strategic wins (notably the Sterna contract and SEK 1.1 billion backlog), successful recent satellite launches, and a conservative but positive full-year guidance (SEK 440–510M net sales; ~10% EBITDA). These positives were partially offset by a materially disruptive supply chain issue in the U.S. that suppressed Q1 net sales and EBITDA and shifted revenue recognition into Q2. Management expects the supply issues to be resolved and to begin recognizing Sterna revenue in Q2, and notes a strong pipeline and ongoing customer engagements (INFLECION, VIREON). Given the scale and strategic value of the booked backlog and the constructive guidance, the highlights outweigh the operational setbacks from the quarter, though timing risks remain.
Company Guidance
The company issued full‑year guidance of SEK 440–510 million in net sales, targeting an EBITDA of around 10% and a positive operational cash flow, supported by an order backlog of about SEK 1.1 billion (largely from the Sterna contract); management expects to begin recognizing EPS‑Sterna revenue from Q2 (with recognition spread over the next three quarters) and says the majority of 2026 revenues are already on the books, while Q1 was subdued due to a U.S. supplier issue that reduced net sales and EBITDA (resolution expected this quarter); recent operational milestones include the March launches of 2 VIREON satellites (plus 5 customer satellites) now in commissioning pending first‑light imagery, and a final INFLECION decision is anticipated in the current quarter — guidance was prepared conservatively after stress testing.
Sterna Contract and SEK 1.1 Billion Backlog
Signed the major Sterna contract, creating an order backlog of approximately SEK 1.1 billion. The contract secures a large share of future revenues, is strategically important for European weather-monitoring capability, and enables revenue recognition to begin from Q2.
Satellite Launches and Product Pipeline
Launched 2 company satellites and 5 customer satellites during the quarter, including VIREON-1 and VIREON-2 (Falcon 9). Commissioning is underway with 'first light' of the imagers as the next milestone. Building VIREON-3/4 and Sedna-3/4 to expand maritime/data services. Management reports strong demand and a healthy pipeline.
2026 Guidance and Financial Outlook
Updated full-year guidance: net sales of SEK 440 million to SEK 510 million, EBITDA around 10%, and a positive operational cash flow. Guidance is based largely on booked backlog and was prepared using conservative stress testing.
INFLECION Progress and Customer Engagements
In final discussions on the next (final) phase of INFLECION with ESA and expect a decision this quarter. Existing ship-tracking customers are being engaged for expanded INFLECION capabilities; cooperative development agreements underway (e.g., U.S. Coast Guard) indicating early customer commitment for new services.
Supply Chain Issues Identified and Remediation Underway
Key supply issues were diagnosed (U.S. component out of spec; Gothenburg supplier issue). Suppliers have implemented fixes and tests are in progress; management expects these to be resolved and deliveries to restart in Q2, supporting recovery of lost sales and margins.

AAC Clyde Space (SE:AAC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
Daily Earnings Calendar >

SE:AAC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 13, 2026
2026 (Q2)
-0.90 / -
-2.8―――
May 13, 2026
2026 (Q1)
-1.80 / -2.20
-1.7-29.41% (-0.50)―
Feb 19, 2026
2025 (Q4)
0.00 / 0.00
2.97――
Nov 13, 2025
2025 (Q3)
-2.80 / 0.00
1.34――
Aug 14, 2025
2025 (Q2)
- / -2.80
-4.8241.91% (+2.02)―
May 15, 2025
2025 (Q1)
- / -1.70
-0.56-203.57% (-1.14)―
Feb 20, 2025
2024 (Q4)
- / 2.97
-4.885160.80% (+7.86)―
Nov 07, 2024
2024 (Q3)
- / 1.34
-0.5368.00% (+1.84)――
Aug 15, 2024
2024 (Q2)
- / -4.82
-2.5-92.80% (-2.32)――
May 16, 2024
2024 (Q1)
- / -0.56
-1.54563.75% (+0.98)――
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SE:AAC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 13, 2026
kr115.20kr132.40+14.93%
Feb 19, 2026
kr104.00kr104.000.00%
Nov 13, 2025
kr81.40kr76.50-6.02%
Aug 14, 2025
kr88.40kr107.80+21.95%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does AAC Clyde Space (SE:AAC) report earnings?
AAC Clyde Space (SE:AAC) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
    What is AAC Clyde Space (SE:AAC) earnings time?
    AAC Clyde Space (SE:AAC) earnings time is at Aug 13, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of AAC Clyde Space stock?
          The P/E ratio of AAC Clyde Space is N/A.
            What is SE:AAC EPS forecast?
            SE:AAC EPS forecast for the fiscal quarter 2026 (Q2) is -0.9.