Atlas Copco AB (ATCO_A) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, operator, and a very warm summary welcome to all of you to this second quarter earnings call for the Atlas Copco Group. Very happy to have you all on board. Before I hand over to Wagner to start giving more comments on the results, I will already now, as usual, implore you to not ask more than one question at a time when the q and a session starts. So all of the callers have the possibility to raise their question. If there is more time available at the end, we can, of course, take more follow-up questions. And also that we have a a tight deadline, so we will finish the call sharply at the end of the hour. But, that being said, I will hand over to Wagner. So, Wagner, I guess we can say that, we are overall quite happy with this, second quarter report. Yes, indeed, Peter, and welcome to this conference call. We are quite happy to report our record order intake coming from, several market segments, I would say. Of course, the highlight is the semiconductor. Definitely, a very nice growth, but not only. I think we saw our industrial compressor business developing well, our industrial vacuum, scientific vacuum, our industrial assembly tools, and also power equipment did very well. And and I should also mention that our gas and process compressors also have a a quite good growth in the quarter with a lot of decisions being taken in the quarter where they were very well positioned to get the orders. So also good to see our service business continue to grow in all divisions and in all regions. I think we are quite happy with that development as well. That is part of our strategy to capture the aftermarket potential. Our revenue, as a consequence, also grew organically, that we see a good development there. Our profit margin was stable year on year, and we saw a s...