Melexis Nv Ieper (MLXSF) Q2 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Melexis Nv.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.051 -- 00:00:05.174 Welcome everyone joining us today for the Melexis second quarter 2026 earnings 00:00:05.174 -- 00:00:10.216 call. I'm Philip Ludwig, Investor Relations Director, and with us today are 00:00:10.216 -- 00:00:15.258 CEO Marc Biron and CFO Karen Van Griensven. 00:00:15.258 -- 00:00:19.060 Earlier today, we published our press release and presentation, which can be found on 00:00:19.060 -- 00:00:20.601 our website. 00:00:20.601 -- 00:00:23.341 We will start with some 00:00:24.623 -- 00:00:28.998 brief remarks on the business and financials before taking questions. 00:00:28.998 -- 00:00:33.600 starting with Marc Biron. Marc, the floor is yours. 00:00:33.862 -- 00:00:38.645 Thank you, Philip. Hello everyone and welcome to this earnings call. 00:00:38.645 -- 00:00:43.969 Let me share some brief performance highlights before handing over to Karen for the financial 00:00:43.969 -- 00:00:46.110 overview and outlook. 00:00:46.110 -- 00:00:49.471 To start, I'm pleased to 00:00:51.654 -- 00:00:57.382 see that Q2 sales has developed well and came in ahead of our outlook. 00:00:57.382 -- 00:01:02.384 We have seen customer orders increasing as we have progressed through the quarter. 00:01:02.384 -- 00:01:07.586 We are seeing good growth, particularly in position sensors, a core Melexis strength, 00:01:07.586 -- 00:01:13.309 where we are able to address demanding automotive requirements such as steering and braking 00:01:13.309 -- 00:01:16.911 with both magnetic and inductive sensors. 00:01:16.911 -- 00:01:21.378 Those products are also gaining traction with robotic customers. 00:01:21.378 -- 00:01:26.580 We see also growth in motor drivers for thermal management applications, in cabins 00:01:26.580 -- 00:01:30.881 and under the hood, but also in ro...