Scanfil

Raising the guidance due to continued strong demand and improved visibility into supply chains was no surprise to the market, as the company's H1 was strong relative to the old guidance.

Net sales and adjusted EBITA were close to LSEG consensus in Q2. Scanfil kept its full-year outlook intact, but we trim our Q3 estimates and upgrade our forecasts for Q4. Net sales growth could exceed 25% this year. Overall, we consider the risks to ...

Net sales and adjusted EBITA were around 1% above market consensus (LSEG) in Q2. Reported growth of 28% y/y was supported by acquisitions. Scanfil’s profitability (EBITA margin) remained healthy in Q2. Organic growth was 5% in the quarter, with the Americas...

Q2 looks set to be seasonally stronger than Q1 2026. Moreover, the acquisition of MB Elettronica will be fully visible in the Q2 numbers. Scanfil is likely to repeat its full-year 2026 guidance, and risks related to a downturn or declining investment...