Norbit
1 Like
4 mnd senere og 20% lavere 
Men leverer knall resultat i dag og setter spenstig mål for 2030
NORBIT - Results for the second quarter 2026
2026-08-13 07:00:00
Trondheim, 13 August 2026: In the second quarter, NORBIT recorded revenues of NOK 831.6 million, an increase of 22 per cent from the corresponding quarter of 2025. The EBIT result was NOK 205.2 million, representing a margin of 25 per cent. Diluted earnings per share were NOK 2.45 for the second quarter, up from NOK 2.06 one year earlier.
- The Oceans segment delivered revenues of NOK 236.2 million, largely in line with the revenues reported in the same quarter of 2025, with an EBIT margin of 33 per cent.
- The Connectivity segment reported NOK 250.0 million in revenues, an increase of 47 per cent from the corresponding quarter of 2025, and an EBIT margin of 27 per cent.
- The Product Innovation & Realization (PIR) segment saw revenues of NOK 367.1 million, representing an increase of 25 per cent, with an EBIT margin of 22 per cent.
Based on current outlook, NORBIT expects full-year revenues in the range of NOK 2.9 – 3.1 billion, and an EBIT margin of 20 – 23 per cent for 2026, excluding contribution and the related transaction costs from the latest acquisition Water Linked completed 1 July.
“Q2 2026 marked another record quarter for us at NORBIT, with revenues of NOK 832 million and an EBIT margin of 25 per cent. The quarter demonstrates the robustness of our diversified business model. Continued growth in Connectivity and PIR, combined with solid profitability in Oceans, enabled us to deliver record revenues and high profitability at group level,” says Per Jørgen Weisethaunet, CEO of NORBIT.
Today, NORBIT also presents its strategic and financial ambition plan towards 2030, targeting revenues of NOK 6.0 billion in 2030 based on organic growth, an EBIT margin of 20 to 25 per cent and a return on capital employed exceeding 30 per cent. In addition, the company will continue to pursue value accretive strategic acquisitions.
“Our 2030 ambitions, announced today, are anchored in the culture that has shaped NORBIT over three decades: our core purpose: Explore More, a strong commercial and entrepreneurial mindset and a continued commitment to market-driven innovation of tailored technology to carefully selected applications. Our vision remains unchanged: To be recognized as World Class - Enabling people to Explore More. In a world where technology enables significant efficiency gains across disciplines, we also recognise that attracting the right people and continuing the Refinement of talents will remain at the core of how we build NORBIT’s future,” says Per Jørgen Weisethaunet, CEO of NORBIT.
4 Likes
Får prøve å få opp aktiviteten litt da 
PAS:
NORBIT delivered Q2 in-line, but guided Q3 revenue ~8% below us alongside a modest trim to the 2026 outlook on short-term delivery noise. More importantly, the +19% revenue CAGR target towards 2030 at sustained margins, implies a doubling of EPS and underpins management’s confidence in structural growth through the decade. With the targets putting NORBIT P/E of ~10-13x, we find current levels attractive to buy into the long-term story in a company that has exceeded 2/3 of its previous ambitions. BUY TP NOK 245 reiterated.
4 Likes
Det er et mysterium hvilke aksjer som ender opp som favoritter å diskutere her inne på TI, Norbit burde jo vært en åpenbar kandidat til å være ett interessant diskusjonstema. 
5 Likes
Arctic har target 250 NOK, så det finnes mange positive analytikere 
1 Like
SB1 beholder Kjøp på Norbit, men reduserer kursmålet til NOK 200 fra NOK 230 etter at
2026-guidingen ble senket samtidig som selskapet introduserte nye 2030-ambisjoner.
Meglerhuset kutter EBIT og EPS for 2026 med 7–8 prosent og ligger 6–7 prosent under
konsensus på EBIT og EPS i 2026–28, hovedsakelig på grunn av lavere inntektsrun-rate i
Connectivity og PIR samt høyere komponentkostnader.
Samtidig mener SB1 at aksjekursen har reagert såpass mye at de lavere forventningene i
større grad er reflektert. Norbit har levert rundt 20 prosent organisk vekst i konstant
valuta siden børsnoteringen, pre-tax ROCE ligger rundt 30 prosent og forsvar utgjør nå
rundt 34 prosent av konserninntektene. Balansen er fortsatt sterk, og meglerhuset
mener dette gir rom for både organisk capex, utbytter og oppkjøp uten behov for ny
egenkapital.
Så også CEO kjøpte aksjer for ca 500k her om dagen.
Kanskje @pdx kan fikse tickeren her også? 
5 Likes
Ser ut som den skal funke nå 
3 Likes
3 Likes
Hvem trenger @TekBot når vi har tooeasybot @pdx
NORBIT ASA – Mandatory notification of trade by primary insider
2026-09-04 11:27:46
Trondheim, 4 September 2026
Petors AS, a company wholly owned by Per Jørgen Weisethaunet, CEO of NORBIT ASA, has today purchased 3,100 shares in NORBIT ASA at an average price of NOK 159.288 per share.
Following the transaction, Petors AS holds 7,015,735 shares. Weisethaunet and his closely associated persons hold a total of 7,018,366 shares in the company, representing approximately 10.95% of the company’s outstanding shares.
Please see the attached notification for persons discharging managerial responsibilities in NORBIT in accordance with Regulation EU 596/2014 (MAR) article 19.
2 Likes
Vi prøver igjen, tror TekBot har skjerpet seg nå 
(En del gratis info og en del bak paywall)
4 Likes