Tomra Systems

Tomra missed expectations in the first quarter: revenue rose 9% to €334m (expected ~€346m), EBITA was €26m versus an expected €31.5m, and adjusted results lagged forecasts. Gross margin fell by 2.4 percentage points, hit by a short-term product mix and one-off effects in the recycling business, where a cost program is under way. Investors reacted with a roughly 20% share-price drop, pushing the stock to a 52-week low; uncertainty remains whether the margin weakness is temporary or due to longer-term competitive pressure. » Mere på deraktionaer.de

Tomra Systems rose after solid Q4 figures and a positive outlook, although the collection business was weaker than expected. Adjusted EBITDA in the Recycling and Food segments beat forecasts, partly due to restructuring benefits and a more favorable product mix. Analyst views are mixed: twelve buy recommendations contrast with some sell ratings (DNB, Carnegie, SB1 with a target of 110 NOK) and one hold from Jefferies; Nordea raised its price target to 151 NOK, Kepler cut it to 137 NOK but kept a Buy rating. For 2026, new markets such as Poland and Portugal are cited as key drivers for operational development, and long-term growth drivers remain intact. » Mere på deraktionaer.de

Tomra Systems reported for Q4 2025 a revenue decline of 4% to €382m and adjusted EBITA of €71m, weighed down mainly by the weak recycling division. The collection deposit business posted a record quarter with €207m (+2%) and an EBITA of €39m, driven by new reverse-vending systems in Europe and Singapore. The recycling division recorded a revenue drop of 27% to €75m, order intake down 12%, and is launching a cost-saving program targeting gross annual cost reductions of €16m by 2027. The food division shows strong demand with a record order backlog of €136m and exceeded its profitability targets; the balance sheet remains solid (equity ratio 35%, net financial debt/EBITDA 2.3x). » Mere på de.investing.com