Kontron AG

Latest Results (15.10.2025):

Kontron AG reported strong financial performance in Q2 2025, showcasing significant growth in EBITDA, robust operating cash flow, and an expanded design win pipeline. The company successfully streamlined its portfolio, resulting in a substantial increase in high-margin software and solutions revenues, alongside maintaining a healthy backlog and delivering a dividend payout to shareholders.

EBITDA Growth

Kontron AG's EBITDA surged by 110.8% from EUR 47 million in Q2 2024 to EUR 98 million in Q2 2025, driven by strong growth in high-margin software and solutions. This increase includes a one-off effect of EUR 48 million from portfolio streamlining.

Operating Cash Flow Improvement

The company's operating cash flow rebounded significantly from EUR -6.1 million in Q2 2024 to EUR 12.9 million in Q2 2025. This improvement was achieved through the adoption of new technologies, despite ongoing portfolio streamlining not yet impacting cash inflows.

Expanded Design Win Pipeline

Kontron AG's design win pipeline grew to over EUR 7.7 billion, reflecting strong order intake and a successful book-to-bill ratio of 1.23. The backlog reached EUR 2.3 billion, aligning with the annual targets for Q2 2025.

Dividend Payout

The company announced a dividend payout of EUR 0.6 per share, demonstrating its commitment to returning value to shareholders amidst its strong financial performance.

Strategic Portfolio Streamlining

Portfolio streamlining efforts have positively impacted EBITDA and are expected to continue enhancing margins. The initiative includes phasing out lower-margin businesses and focusing on high-growth areas such as IoT and software solutions.

Significant Contracts

Kontron AG secured a major EUR 396 million revenue plan contract with SNCF in July, further strengthening its market position and contributing to the increased backlog and revenue projections for the year.