Atlas Copco AB (ATCO_A) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, operator, and thank you, everybody. Welcome, everybody, to this quarterly earnings call for the second quarter for the Atlas Copco Group. Together with me is Wagner Rego, and we will together join, drive you through this presentation. We will try to be crisp and sharp, so we leave enough time for you to raise your questions based on the published results. But before I hand over to Wagner, I would like to restate, as usual, that I would like to ask you to only raise one question at a time, so we give everybody the opportunity to at least raise their most important question. And if we, of course, get through all of people online with their questions, then, of course, we can come back for a second follow-up question, should you have it. But with that, no further ado, I will hand over to Wagner Rigo. Thank you, Peter, and welcome to this conference call. Before we continue with our presentation, first you can see two vacuum pumps that we utilize in our scientific vacuum division. They are used in mass spectrometry and has been a good development also in the quarter for this type of products. Going further then into the Q2 summary, You can see that in terms of equipment sales, we have seen a quite mixed demand with the divisions performing quite differently. If I look then to compressor technique, we had a negative development in orders driven mainly, but not only by gas and process compressors. I was happy to see that the equipment vacuum was flat, not a positive growth in semi, but positive growth in industrial and scientific vacuum. But it was good to see the overall business area good development. Orders for industrial assembly and vision solutions were basically unchanged. And there we still see a quite difficult environment in automotive. So, and when it ...