Jensen-Group (JEN) H1 2026 earnings summary

Executive summary

• Order intake reached €279.2M, up 7.9% YoY, and revenue rose 20.2% to €316.2M.

• Enhanced market position in Europe (+15%), US (+28%, aided by GA Braun acquisition), and Asia (+27%).

• Operating profit (EBIT) increased 10.3% to €39.1M; net profit declined 11% to €28.8M due to higher taxes and lower equity method contributions.

• EPS was €3.14, down 8.6% YoY.

• Strategic investments continued in US production, AI, robotics, and recurring revenue streams.

Financial highlights

• Revenue: €316.2M (+20% YoY); EBIT: €39.1M (+10% YoY); EBITDA: €45.5M (+12% YoY).

• Net profit: €28.8M (-11% YoY); EPS: €3.14 (-8% YoY); profit before taxes: €38.8M (-5% YoY).

• Working capital: €240.2M (+12% from Dec 2025); equity: €322.8M (+6%).

• Market capitalization: €778.0M (+44% YoY); enterprise value: €803.4M (+46%).

• Net financial debt increased to €25.4M (+162% from year-end 2025).

Outlook and guidance

• Cautious outlook for H2 2026 due to increased market uncertainty and lower Q2 order intake.

• Focus remains on operational excellence, sustainable innovation, and growth opportunities.