Aker Solutions ASA (AKSO) Earnings Call Transcripts

Aker Solutions ASA's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Aker Solutions ASA reported revenues of NOK 13.4 billion, reflecting a 7% decline year-over-year as the company normalizes from peak levels in 2025. The underlying EBITDA was NOK 1.2 billion, with a margin of 8.6%, and net income reached NOK 634 million, or NOK 1.31 per share. Management raised full-year revenue guidance to approximately NOK 50 billion, supported by a robust backlog and high tendering activity, signaling confidence in future growth despite current market challenges.

Reported metrics

Guidance from management

Management expects revenues of around NOK 50 billion for 2026, with EBITDA margins projected between 7% to 7.5%. Guidance was raised based on secured backlog and market activity.

What management said

Good morning, and welcome to Aker Solutions presentation of our First Quarter results. My name is Preben Ørbeck, and I'm the Head of Investor Relations. With me today is our CEO, Kjetel Digre; and our CFO, Idar Eikrem. They will take you through the main developments of the quarter. Following the presentation, we will open for questions. Those of you who are following the webcast can submit your questions via the onl...

So we will start with a few questions from Sondre Med in Nordea on Lifecycle. Margins in Lifecycle, is there anything specific affecting this quarter? And does this reflect the overall margin? And then the second question on Lifecycle, we've had a solid order intake and expanding backlog. How should we think about the run rate for the margin and for the volumes going forward?

What analysts pressed on

Analysts expressed concerns regarding the impact of lower subcontracting volumes on the Renewable and Field Development segment, as well as the potential effects of geopolitical tensions on project execution in the Middle East. There were also questions about the timing and execution of legacy projects.

Main topics on the call

• Revenue Guidance Increase — Management raised the revenue guidance for 2026 to around NOK 50 billion, indicating strong confidence in securing new orders and a robust backlog. CEO Kjetel Digre stated, "Based on our secured backlog and the high tend...
• Strong Order Intake — Aker Solutions reported a record high order intake of NOK 23 billion, resulting in a backlog increase to NOK 42.5 billion. This reflects a book-to-bill ratio of 6.9x, showcasing strong demand for maintenance and modifica...
• Focus on Safety — The company emphasized its commitment to safety following a tragic incident at a decommissioning site. CEO Digre remarked, "This loss is a stark reminder of why our focus on safety is so important every day in every task...
• Emerging Market Opportunities — Aker Solutions is positioning itself in emerging markets such as data centers and small modular reactors (SMRs). The partnership with Rolls-Royce SMR was highlighted as a significant opportunity, with CEO Digre stating, ...

Read the full Aker Solutions ASA transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Aker Solutions ASA earnings call transcripts on record, spanning February 7, 2020 to July 14, 2026. Based on this history, Aker Solutions ASA reports quarterly. The most recent call on file is dated July 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AKSO

Exchange

OB

Country

NO

Sector

Energy

Industry

Energy Equipment and Services

Calls on record

25

First call

February 7, 2020

Most recent

July 14, 2026

Reporting cadence

quarterly