LEM Holdings

In the first quarter ending June 2026/27, LEM increased sales by 12.4% to CHF 85.1 million (constant +14.3%). Order intake rose 17.4% to CHF 104.6 million, with a book-to-bill ratio of 1.23. Strong growth came from the Energy Distribution & High Precision segment (+56.4%), Automation (+29.6%) and Renewable Energy (+5.9%), while Automotive and Track were weaker. Gross margin climbed 1.8 percentage points to 40.0% and the EBIT margin rose to 14.6% from 5.5% a year earlier; EBIT tripled to CHF 12.4 million and profit increased to CHF 9.1 million. LEM comfortably beat analyst expectations but, citing macroeconomic uncertainty, still does not provide a concrete full-year outlook and points to risks such as US tariff policy. » Más en finanzen.net

The electronic components manufacturer Lem has become a takeover target, prompting the board of directors to examine various strategic options. Lem was able to increase its profitability in fiscal year 2025/26. » Más en finanzen.net

LEM reports stabilized order intake in Q3 with slight sequential growth (book-to-bill Q3: 0.93; 9M: 0.99) and currency-adjusted revenue growth of 0.2% after nine months. Reported revenue fell 5.4% due to currency effects. Gross margin stabilized at around 40% in the quarter, the cost-reduction program “Fit-for-Growth” is largely complete and SG&A fell by 12.8%. LEM raises the revenue forecast for 2025/26 to CHF 275–290m and confirms the target of an EBIT margin in the high single digits; growth is coming mainly from automation and power distribution & high precision, strong regionally in the Americas, with continued price pressure in China. » Más en de.investing.com

LEM Holding reported an EBIT of 7.2 Mio. CHF for Q2/2025 and an EBIT margin of nearly 10%, while half‑year sales volume fell to 148 Mio. CHF (-5.3% y/y). The restructuring programme "Fit for Growth" reduced SG&A by 13% and free cash flow turned positive to 5.6 Mio. CHF. Investors reacted negatively: the stock fell 6.54% to 400 CHF. The company expects 2025 revenue of 265–290 Mio. CHF and is targeting a short‑term EBIT margin of 7–9% and a mid‑term margin of 10–15%; new products are planned for 2026. » Más en de.investing.com

LEM earned significantly less in the first quarter of the 2025/26 financial year. The economic environment remains uncertain. The company's revenues have declined compared to the previous year. » Más en finanzen.net