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AAC Clyde Space (SE:AAC)
:AAC
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AAC Clyde Space (AAC) Price & Analysis

3 Followers

AAC Stock Chart & Stats

kr112.40
kr0.20(0.18%)
At close: 4:00 PM EDT
kr112.40
kr0.20(0.18%)

Bulls Say, Bears Say

Bulls Say
Low Leverage / Strong Balance SheetConsistently low leverage gives the company durable financial flexibility to fund satellite builds, R&D and operational buildout without immediate refinancing pressure. A strong equity base reduces bankruptcy risk and supports multi-quarter program execution during cyclical aerospace demand.
Large SEK 1.1B Backlog (Sterna)A backlog of this scale secures multi-quarter revenue visibility and underpins resource allocation and production planning. It materially supports the FY revenue profile, improves predictability of cash inflows as contracts are recognized, and strengthens commercial credibility with other government customers.
Guidance Targets EBITDA ~10% And Positive Operational Cash FlowManagement's guidance to achieve ~10% EBITDA and positive operating cash flow reflects a plan to transition to sustainable underlying profitability. If delivered, this would indicate improving margin structure, self-funded operations, and reduced need for external capital over the medium term given existing backlog support.
Bears Say
Weak And Inconsistent Cash GenerationRepeated negative operating and free cash flow creates structural funding risk; the company may need external capital to sustain growth or fulfill contracts. Persistent cash burn limits investment optionality, raises dilution risk, and constrains the ability to scale recurring data/service offerings without stronger free-cash conversion.
Persistent Losses; Volatile Gross ProfitOngoing net losses and erratic gross margins indicate structural execution or cost issues in manufacturing and program delivery. This undermines return on invested capital, can prolong reliance on financing, and suggests the business has not yet reliably converted revenue growth into sustainable profitability.
Supply‑chain Disruptions And Timing/execution RiskDependency on critical suppliers creates a durable operational vulnerability: spec changes and suspended deliveries can shift revenues between quarters, delay customer milestones, and increase costs. Repeated supplier issues can erode margins, slow commercialization of data services, and damage customer relationships.

AAC Clyde Space News

AAC FAQ

What was AAC Clyde Space’s price range in the past 12 months?
AAC Clyde Space lowest stock price was kr70.80 and its highest was kr186.00 in the past 12 months.
    What is AAC Clyde Space’s market cap?
    AAC Clyde Space’s market cap is kr813.68M.
      When is AAC Clyde Space’s upcoming earnings report date?
      AAC Clyde Space’s upcoming earnings report date is Aug 13, 2026 which is in 10 days.
        How were AAC Clyde Space’s earnings last quarter?
        AAC Clyde Space released its earnings results on May 13, 2026. The company reported -kr2.2 earnings per share for the quarter, missing the consensus estimate of -kr1.8 by -kr0.4.
          Is AAC Clyde Space overvalued?
          According to Wall Street analysts AAC Clyde Space’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does AAC Clyde Space pay dividends?
            AAC Clyde Space does not currently pay dividends.
            What is AAC Clyde Space’s EPS estimate?
            AAC Clyde Space’s EPS estimate is -0.8.
              How many shares outstanding does AAC Clyde Space have?
              AAC Clyde Space has 7,162,647 shares outstanding.
                What happened to AAC Clyde Space’s price movement after its last earnings report?
                AAC Clyde Space reported an EPS of -kr2.2 in its last earnings report, missing expectations of -kr1.8. Following the earnings report the stock price went up 14.931%.
                  Which hedge fund is a major shareholder of AAC Clyde Space?
                  Currently, no hedge funds are holding shares in SE:AAC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    AAC Clyde Space

                    Headquartered in Uppsala, Sweden, and established in 2005, AAC Clyde Space AB (publ) specializes in delivering comprehensive solutions and services to the global small satellite industry. The company's reach extends across Sweden, the UK, continental Europe, the United States, and Asia. Its extensive product portfolio includes command and data processing systems, power management units (batteries, electrical power systems, solar arrays), advanced laser and radio communication modules, lightweight structural components, and propulsion mechanisms. They also supply various payloads and complete plug-and-play systems for satellite attitude determination and control. Beyond hardware, AAC Clyde Space offers a "space as a service" model, providing data subscriptions, delivery, customer portal access, insurance coverage, and data protection. Furthermore, the company operates the EPIC spacecraft platform. Their diverse client base encompasses governmental bodies, commercial enterprises, and academic institutions. The company rebranded to AAC Clyde Space AB (publ) in November 2019, having previously operated as ÅAC Microtec AB (publ).

                    AAC Clyde Space (AAC) Earnings & Revenues

                    AAC Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    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.View all SE:AAC earnings summaries
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