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HMS Networks AB (SE:HMS)
:HMS
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.86Last Year’s EPS
2.48Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial recovery: robust Q4 organic sales (+23%), record profitability with adjusted EBIT margin above targets (28% Q4; 25.5% FY), strong cash flow (SEK 877m FY) and successful acquisition integrations (Red Lion, PEAK, Molex). These positives were balanced against near-term headwinds: Q4 order intake was modest (+3% organic), North American project timing remains lumpy, notable currency headwinds (~-10% on orders and -SEK15m EBIT), and a SEK 104m one-time tax payment reduced reported EPS and cash flow. Management highlighted continued investment and OpEx ramp in 2026 and cautioned about potential margin effects as volumes normalize. Overall, the positive operational momentum, margin outperformance and strong cash generation outweigh the transitory market, FX and tax-related challenges.Company Guidance
Strong Q4 Sales Growth
Net sales in Q4 reached SEK 951 million, with organic sales growth of 23% driven by strong deliveries versus prior project backlog.
Record Profitability and Margins
Adjusted EBIT in Q4 produced a 28% margin (slightly above target). Full-year adjusted EBIT amounted to SEK 911 million with a 25.5% adjusted EBIT margin, up 37% year-over-year and above the 25% long-term target.
Improved Earnings per Share
Adjusted EPS for Q4 was SEK 4.17 and adjusted full-year EPS was SEK 13.73, a 42% increase year-over-year.
Strong Cash Generation and Working Capital Improvement
Operating cash flow was SEK 231 million in Q4 and SEK 877 million for the full year; cash conversion was 82%. Inventory was reduced by SEK 207 million during the year.
Order Intake Recovery (Full Year)
Order intake recovered organically by 10% for the full year, indicating improving demand momentum versus the prior period.
Division-Level Strength — INT
Industrial Networks & Technology (INT) showed robust performance with reported order growth of 17% (organic ~27%), organic sales up 13%, and Q4 EBIT margin around 31% (very strong cash-generative business).
Division-Level Strength — IDS and Red Lion Integration
Industrial Data Solutions (IDS) delivered SEK 481 million in Q4 sales and a high Q4 margin (~29%). Red Lion integration lifted IDS gross margins and cross-selling, contributing materially to profitability improvement.
Acquisitions and Strategic Additions
Closed acquisition of Molex Industrial Communication (paid USD 7 million) expected to add >USD 10 million in annual revenue; earlier Red Lion and PEAK acquisitions contributed ~18% acquisition-driven growth.
Balance Sheet and Capital Allocation
Net debt/EBITDA (pre-IFRS16) reduced to 2.13 (below the 2.5 target); board proposed highest-ever dividend of SEK 4.80 per share; new financing agreements in place to support 2030 strategy.
Sustainability Milestone
Science Based Targets approval achieved, committing the company to 2030 (and long-term 2050) CO2 reduction targets.
SE:HMS Earnings History
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:HMS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | kr385.40 | kr412.20 | +6.95% |
Oct 21, 2025 | kr444.60 | kr501.00 | +12.69% |
Jul 11, 2025 | kr433.60 | kr424.80 | -2.03% |
Apr 23, 2025 | kr352.60 | kr412.80 | +17.07% |
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 HMS Networks AB (SE:HMS) report earnings?
HMS Networks AB (SE:HMS) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is HMS Networks AB (SE:HMS) earnings time?
HMS Networks AB (SE:HMS) earnings time is at Apr 23, 2026, Before Open (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 HMS Networks AB stock?
The P/E ratio of HMS Networks AB is N/A.
What is SE:HMS EPS forecast?
SE:HMS EPS forecast for the fiscal quarter 2026 (Q1) is 2.86.