Kalmar Oyj (KALMAR) Earnings Call Transcripts

Kalmar Oyj's Latest Earnings Call - April 10, 2026

In the first quarter of 2026, Kalmar Oyj reported a revenue of EUR 487 million, reflecting an 11% year-over-year growth, which surpassed expectations. The company achieved a comparable operating profit margin of 12.4%, slightly up from 12.1% in the prior year. Management maintained guidance for the full year, expecting a comparable operating profit margin above 12.5%, indicating stable profitability despite ongoing market uncertainties.

Reported metrics

Guidance from management

Management expects the comparable operating profit margin for 2026 to be above 12.5%, indicating confidence in maintaining profitability despite market uncertainties.

What management said

I hope you can hear us from the meeting room. Good afternoon, and welcome to our Pre-silent call for the first quarter of 2026. My name is Carina Geber-Teir, and as most of you know I'm heading the Investor Relations at Kalmar. And today, as always, Sakari Ahdekivi, our CFO, will start with a short summary, and then we will answer any questions that you may have at the end of the session. And please also note that th...

This is just a reminder of the date that we sent out on the Kalmar's second actually Capital Markets Day if we take the first one that was during the listing period. And the site visit in conjunction to that Capital Markets Day that will be held in Copenhagen on the Monday, the 2nd of November, there will be a site visit to Ljungby the next day, the 3rd of November. So just save this date, and we'll come back with a ...

What analysts pressed on

Analysts expressed concerns about potential impacts from trade tensions on customer decision-making and order postponements. There were also inquiries about the competitive landscape with Chinese manufacturers and their pricing strategies.

Main topics on the call

• Record Order Intake — Kalmar achieved a record order intake of EUR 511 million in Q1, surpassing previous high levels, driven primarily by strong demand in the Americas. Management noted, 'Overall, we said the market demand remains stable.'
• Stable Demand Environment — Management indicated that demand remains stable across various sectors, with a noted increase in service orders. They stated, 'The uncertainty still prevailed in the distribution end customer segment in the Americas.'
• Profitability Improvement — The company's operating profit margin improved to 12.4% from 12.1% year-over-year, reflecting effective cost management. 'Profitability-wise, we were able to grow the absolute comparable operating profit by 3%,' manageme...
• Guidance Maintenance — Kalmar maintained its guidance for a comparable operating profit margin above 12.5% for the year, which is slightly lower than the previous year's margin of 12.8%. This indicates confidence in sustaining profitability am...

Read the full Kalmar Oyj transcript (April 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 Kalmar Oyj earnings call transcripts on record, spanning February 13, 2025 to July 22, 2026. Based on this history, Kalmar Oyj reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

KALMAR

Exchange

HLSE

Country

FI

Sector

Industrials

Industry

Machinery

Calls on record

11

First call

February 13, 2025

Most recent

July 22, 2026

Reporting cadence

quarterly