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Earnings Data
Report Date
Jul 15, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.8Last Year’s EPS
-0.4Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reports clear progress: strong constant-currency revenue growth, a sizeable improvement in adjusted EBITDA margin and a positive EPS turnaround, driven largely by an outstanding quarter for the firewall / signaling & messaging security business and continued strategy execution (hiring, awards, customer wins). Offsetting risks include weaker operating cash flow and negative net cash flow in the quarter, increased net debt driven by Middle East & Africa exposure, a decline in the Classic portfolio, some geopolitical-related deal timing shifts, and a one-off provision impacting non-cash/tax items. Overall, the positive financial momentum and strategic traction outweigh these manageable short-term cash and regional timing challenges.Company Guidance
Top-line Growth and Revenue
Net sales of SEK 222 million in Q1 2026, up 12% in constant (FX-adjusted) currency and ~4% in reported currency year-over-year.
Strong Profitability Improvement
Adjusted EBITDA of SEK 75 million representing a 34% adjusted EBITDA margin (up from 25% in prior-year Q1); reported EBITDA margin 23%.
Earnings Per Share Turnaround
EPS of SEK 0.98 in Q1 2026 versus negative SEK 0.94 in Q1 2025 — substantial year-over-year improvement.
Firewall / Signaling & Messaging Security Outperformance
Signaling & Messaging Security grew ~48% reported and ~56% FX-adjusted year-over-year; several major firewall deals signed (including a large global network operator and a major CPaaS player).
Growth Portfolio Driving Revenue Mix
Growth portfolio accounted for ~80% of top line (Classic ~20%), supporting strategy to fuel future growth.
Customer Impact and Time-to-Value
Deployment with Liberty (Costa Rica) reduced spam/scam by 99% in three weeks and blocked over 30,000 scam domains, demonstrating fast time-to-value for security offerings.
Recognition and Awards
Won 5 global awards in Q1 (3 firewall awards, 1 traffic management, 1 embedded security Qosmos), validating product competitiveness.
Strategic and Commercial Progress
Hired new Chief Commercial Officer and added security sales capabilities; continuing market acceleration activities (e.g., participation in Mobile World Congress and planned events in Taiwan).
Capital Allocation and R&D
Share buyback activity: 243,000 shares repurchased for SEK 15.6 million; R&D investment maintained around 24–25% of revenue.
Guidance and Long-Term Targets Maintained
Short-term guidance unchanged: single-digit organic growth and adjusted EBITDA margin north of 30% for 2026; long-term ambition unchanged: ~10% average annual growth (2026–2028) and EBITDA >35% by end of 2028.
SE:ENEA 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:ENEA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | kr63.60 | kr77.00 | +21.07% |
Jan 30, 2026 | kr71.60 | kr66.90 | -6.56% |
Oct 23, 2025 | kr78.30 | kr69.80 | -10.86% |
Jul 16, 2025 | kr68.10 | kr74.20 | +8.96% |
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 Enea AB (SE:ENEA) report earnings?
Enea AB (SE:ENEA) is schdueled to report earning on Jul 15, 2026, Before Open (Confirmed).
What is Enea AB (SE:ENEA) earnings time?
Enea AB (SE:ENEA) earnings time is at Jul 15, 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 Enea AB stock?
The P/E ratio of Enea AB is N/A.
What is SE:ENEA EPS forecast?
SE:ENEA EPS forecast for the fiscal quarter 2026 (Q2) is 0.8.