Frequentis AG (FQT) Earnings Call Transcripts

Frequentis AG's Latest Earnings Call - April 9, 2026

Frequentis AG reported strong financial results for the fiscal year 2025, with revenues increasing by 20.8% to EUR 580 million and EBIT rising to EUR 47 million, resulting in an EBIT margin of 8.1%. The company also achieved a record order intake of EUR 680 million, driven by significant growth in both Air Traffic Management (ATM) and Public Safety & Transport (PST) segments. However, management provided a conservative outlook for 2026, projecting revenue growth of approximately 10% and an EBIT margin of around 7%, citing challenges such as inflation, supply chain issues, and geopolitical tensions as potential headwinds.

Reported metrics

Guidance from management

Management expects revenue growth of approximately 10% for 2026 and an EBIT margin of around 7%, citing supply chain challenges and geopolitical tensions as risks to achieving these targets.

What management said

Yes. Thank you for the question. So as I tried to show you on Slide #6, you can see that large portion of the revenue increase comes from the Americas as well as a substantially increase from Europe, which could more than compensate the decrease in Asia. So I think revenue comes from our projects from larger and midsized programs. where we have the possibility to do a little bit more in the Americas.

Yes. So the challenge here is that the big memory manufacturers are currently focusing very much on providing high bandwidth memory chips where they can make higher margins and sell them to the big AI data center providers. And this leads to a sharp increase in prices for the traditional random access memory chips that are used in our COGS IT hardware servers. So we see sharp increase in prices of our standard manu...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of revenue growth and the impact of geopolitical tensions on future orders. There were also questions about the margin outlook and the potential risks associated with supply chain disruptions.

Main topics on the call

• Record Order Intake — Frequentis achieved a record order intake of EUR 680 million, a 17% increase year-over-year, with both ATM and PST segments contributing to this growth. Management noted, 'We have a well-filled order pipeline and also ve...
• Revenue Growth — The company reported a revenue increase of 20.8% to EUR 580 million, with significant contributions from both segments. 'Both segments contributed to the growth,' stated CFO Peter Skerlan.
• EBIT Margin Impact — The EBIT margin was reported at 8.1%, including an EUR 8 million claim settlement. Without this, the margin would have been 6.7%. CFO Skerlan noted, 'The impact on EBIT mainly came from the cost of materials and purchase...
• Conservative 2026 Guidance — Management provided cautious guidance for 2026, expecting revenue growth of about 10% and an EBIT margin of around 7%. CEO Haslacher mentioned, 'We see a lot of tensions currently coming up in the Middle East... and the ...

Read the full Frequentis AG transcript (April 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 Frequentis AG earnings call transcripts on record, spanning April 2, 2020 to April 23, 2026. Based on this history, Frequentis AG reports semi-annually. The most recent call on file is dated April 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FQT

Exchange

XTRA

Country

DE

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

11

First call

April 2, 2020

Most recent

April 23, 2026

Reporting cadence

semi-annually