LPKF Laser & Electronics Ag (GB:0ND2)
LSE:0ND2
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.18Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: strong internal execution on cash, working capital and cost reduction (free cash flow +400%, working capital -34%, adjusted EBIT improvement) and clear positioning gains in advanced packaging and selected end markets (Welding, Rapid Prototyping). However, these positives are counterbalanced by material demand headwinds — notably in Solar (~1/3 of prior business lost), weak order intake (EUR 91.6m), a 47% fall in backlog, book-to-bill below 1, and geopolitical/tariff-driven delays. Management has secured financing, is executing restructuring, and expects ramp-ups in advanced packaging in coming years, but near-term revenue and profitability remain under pressure with conservative guidance for 2026.Company Guidance
Strong cash generation and working capital improvements
Free cash flow improved ~400% year-over-year driven by tighter receivables collection and overdue recovery; working capital improved by 34% YoY. DSO improved by ~40% and DIO reduced by ~10%, reflecting materially better asset management.
Improved adjusted EBIT and visible cost savings
Adjusted EBIT improved from EUR 0.1 million to EUR 0.8 million despite a revenue decline, showing early impact of the North Star cost-reduction program and other structural measures.
North Star program progress and structural actions
Launched North Star to structurally reduce costs and increase resilience; headcount reduced ~6% so far. Management targets a double-digit EBIT margin by 2028 and has already realized part of the planned savings.
Advanced packaging positioning and customer qualification
Positioning in glass-based advanced packaging strengthened: over 80% of customers preparing for ramp-ups are qualifying with LPKF equipment. Packaging/semiconductor revenue described as in the low eight-figure range and the company expanded product scope (ABF singulation, glass bonding) to broaden addressable share.
Segment wins and outperformance: Welding and Rapid Prototyping
Welding delivered ~30% year-over-year growth driven by a large consumer order (China) and a significant smart-robotics order; Rapid Prototyping grew modestly year-over-year and exceeded planning, supported by strong North America demand.
Financing and balance-sheet measures secured
Completed a new/syndicated financing framework extended to 2028, providing liquidity support for the transformation and enabling continuation of innovation investments and strategic programs.
Strategic refocus: ARRALYZE and portfolio discipline
Decision taken to discontinue internal ARRALYZE activities and transfer to an external partner to control costs and focus on higher-return segments; execution largely completed by Q1 and partner discussions ongoing.
GB:0ND2 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
GB:0ND2 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2026 | €6.65 | €6.36 | -4.36% |
Oct 30, 2025 | €7.20 | €6.89 | -4.31% |
Jul 24, 2025 | €8.62 | €8.60 | -0.23% |
Apr 30, 2025 | €8.65 | €8.10 | -6.36% |
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 LPKF Laser & Electronics Ag (GB:0ND2) report earnings?
LPKF Laser & Electronics Ag (GB:0ND2) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is LPKF Laser & Electronics Ag (GB:0ND2) earnings time?
LPKF Laser & Electronics Ag (GB:0ND2) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of LPKF Laser & Electronics Ag stock?
The P/E ratio of LPKF Laser & Electronics is N/A.
What is GB:0ND2 EPS forecast?
Currently, no data Available