contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


cavotec-waiting-for-the-order-engine-to-turn-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Cavotec är verksamt inom teknikbranschen och fokuserar på utveckling och tillverkning av system för energiöverföring och automatiserade anslutningar. Bolagets produkter används inom sektorer som flyg, hamnar och industri. Verksamheten är global med en huvudsaklig närvaro i Europa, Nordamerika och Asien. Cavotec grundades 1974 och har sitt huvudkontor i Stockholm, Sverige.

Cavotec Group

* Customer caution weighing on estimates* We lower '25e-'27e sales by 11-4% and adj. EBIT by EUR 12m* Large P&M deliveries delayed to '26e ('25e previously)Q3 a slow quarter, in line with expectations...

* Customer caution weighing on estimates* We lower '25e-'27e sales by 11-4% and adj. EBIT by EUR 12m* Large P&amp;M deliveries delayed to '26e ('25e previously)Q3 a slow quarter, in line with expectationsCavotec reported sales in line with estimates of EUR 36m (-19% y-o-y), but order intake of EUR 36m was 18% lower than our estimate. The lower volumes in the quarter were mainly due to customer caution and the long delivery times for P&amp;M orders. Some of the large orders placed in Q4'24 in P&amp;M (~EUR 44m in order intake) that were due to be delivered in Q3/Q4'25 have experienced delays, impacting the quarter. The company expects the majority of these deliveries to start next year. Due to the lower volumes, and partly due to the ramp-up preparations for the upcoming large deliveries, costs were higher in the quarter and adj. EBIT was a negative EUR 0.2m (vs. ABGSCe -0.7m and EUR 3m LY). However, it was positive to see improving margins in the Industry segment (EBITDA margin of 16.3% vs. 8% LY) due to the company's ongoing change programs in the segment. We expect Industry's profitability to improve to an EBITDA margin of 12% for '25e (vs. 8.3% in '24).Estimate changes and outlookWe lower '25e sales by 11% and '25e EBIT adj. by EUR 7m after the report. We have pushed the majority of the orders that were expected to be delivered in Q4'25e into '26e. In addition, we expect the uncertainty among customers to weigh on demand and orders into '26e, leading us to also lower our '26e-'27e sales by 6-4%. We cut '26e EBIT by EUR 3.3m and '27e EBIT by EUR 1.7m.Near-term focus: volume growthWe continue to find the longer-term potential in shore power and industrial electrification appealing, supported by regulatory tailwinds and structural megatrends. That said, for Cavotec to reach its financial targets, we believe it is crucial for the company to demonstrate improved volume growth. The share is trading at 17x-11x EV/EBIT in '26e-'27e vs. peers at 12x.

Cavotec: Waiting for the order engine to turn - ABG

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