GomSpace Group

GomSpace’s recent guidance upgrade and the strong margins delivered in Q3 2025 send a clear and positive signal to the investment case. The results demonstrate high operational gearing, confirming that the company, and the sector as a whole, can combine strong growth with solid profitability, thereby creating shareholder value while capitalizing on new opportunities arising from the changing geopolitical landscape within the defense space.

Yesterday, GomSpace CEO Carsten Drachmann presented the results for the third quarter, a period in which the company significantly upgraded its 2025 guidance on both earnings and revenue. In addition to the financial results, the presentation focused on developments within the defense segment and the substantial increase in government space spending plans recently announced. The event concluded with a Q&A session.

GomSpace is expected to release its Q3 2025 Trading Statement on November 6, 2025. On the same day at 15:00 CET, GomSpace’s CEO, Carsten Drachmann, will present the results in a live online event, followed by a Q&A session.

GomSpace’s recent guidance upgrade sends a strong signal to the investment case, due to its magnitude. On midpoint assumptions, the new guidance implies a ~25% higher topline (SEK 435m vs. SEK 350m previously) and a materially higher EBITDA (SEK 39.2m vs. SEK 8.2m). Margins at the low end of the range are up 8 percentage points, underscoring strong operational gearing.

This morning, GomSpace raised its 2025 guidance for both revenue and EBITDA, while maintaining its qualitative (positive) guidance on cash flow, as the company notes an operational ramp-up has increased working capital.

Yesterday, GomSpace reported its Q2 2025 results, showing continued positive momentum with revenue growth of 45% and adjusted EBITDA margin of 9%. We have updated our investment case one-pager, including an updated overview of the peer group.

Today, GomSpace CEO Carsten Drachmann presented the Q2 2025 results and shared recent developments in a live online event. The presentation was followed by a Q&A session.

GomSpace is expected to release its Q2 2025 interim report on August 27, 2025. On the same day at 13:00 CET, GomSpace’s CEO, Carsten Drachmann, will present the results in a live online event, followed by a Q&A session.