OC Oerlikon Corporation AG (0QO3) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the Oerlikon Half Year Results Conference Call and Live Webcast. I am Matilde, the Chorus Call operator. I would like to remind you that all participants will be in listen only mode and the conference is being recorded. The presentation will be followed by a Q and A session. The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Henrik Jana, Head of Investor Relations. Please go ahead. Good morning, ladies and gentlemen, and welcome to Oerlikon's first half year results call. My name is Eric Jana, Head of Investor Relations and I have here with me Marco Freidel, CFO of Oerlikon. Marco will start the call with a presentation, an update on our end markets, financials and outlook. We will then follow-up with a Q and A. With that, I would like to open our presentation and hand over to Marco. Marco, the floor is yours. Thank you, Emrick. Good morning, everyone, and welcome to our H1 twenty twenty six results presentation also from my side. Oerlikon is able to report a strong financial result for the first half of twenty twenty six. We continue to execute our strategic priorities to drive efficiency, strengthen our resilience and drive growth in the context of geopolitical uncertainties. These initiatives were supported by strong execution and positive market dynamics, in particular, in aviation, energy and general industries. I will start with an overview of our first six months, followed by an update on our end markets, the results, including the new segment reporting and will conclude with our outlook. Order intake in H1 significantly increased year on year at constant FX to CHF $920,000,000, up 19% versus H1 twenty twenty five. Hereby, strong execution and dynamics in aviation, e...