GomSpace Group

GomSpace has signed an 81.5 MSEK contract with Italian Radar and EW specialist VirtuaLabs, delivering a satellite constellation for space-based RF environment monitoring. The defence profile of the customer supports the investment thesis of accelerating demand from the European defence and surveillance segment.

Following the Q4 2025 results, we have updated our investment case one-pager. In addition to updated financials and valuation perspectives relative to peers, the one-pager introduces GomSpace's business and highlights key investment reasons and risks.

Today, we hosted an event with CEO Carsten Drachmann, where he presented the FY 2025 results and outlook for 2026. The focus was also on where the markets are moving in the coming years and how GomSpace is aligning with this strategic outlook. The event concluded with a Q&A session.

GomSpace is expected to release its Q4 2025 interim report and full-year results on 19 February 2026. On the same day at 11:00 CET, GomSpace’s CEO, Carsten Drachmann, will present the results for the fourth quarter and the full year 2025 in a live online event, followed by a Q&A session.

GomSpace has released new 2026 targets and updated the market on its strategic priorities and key focus areas, aligning the company with an accelerating market landscape. GomSpace’s topline growth of around 75% in 2025 and the expected +30% in 2026 highlight that the investment thesis of accelerated growth in space remains intact and that the company is well positioned strategically.

Yesterday, we hosted an event with CEO Carsten Drachmann, where he discussed the strategic outlook, the key drivers behind the company’s focus areas, how GomSpace plans to address these opportunities and the required investments, and outlined the expectations and drivers for the 2026 results. The event concluded with a Q&A session.

On Monday the 19th of January at 14:00, we will host an event with Carsten Drachmann, CEO of GomSpace. The event will focus on GomSpace’s strategic direction and actions going forward on the back of the changed 2025market landscape, where nations are increasing spending and focus on space and security, and on which investments and actions taken during 2025 have positioned GomSpace to scale with ambition, in line with market dynamics going forward. The event will be followed by a Q&A session.

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.