Sensys Gatso Group reported a 26.9% year-over-year increase in quarterly EBITDA to SEK 39.8 million for Q2 2026, driven by a 410-basis-point expansion in EBITDA margin to 19.5%. Net profit rose to SEK 14.5 million from a SEK 8.9 million loss in the same period last year, while revenue remained flat at SEK 204 million.
The international segment contributed approximately SEK 34 million in EBITDA, representing a 21% margin, as maintenance and service contracts in the Netherlands, Australia, the Middle East, and Sweden offset delayed product revenue. North American revenue declined to SEK 43 million due to lower violation volumes in Albany, New York, though it increased 15.5% sequentially from Q1 2026. The segment’s EBITDA fell to SEK 5 million, impacted by the absence of a SEK 8 million one-off insurance recovery recorded in Q2 2025.
Gross profit reached SEK 77 million, with a gross margin of 38%, while operating cash flow totaled SEK 25 million for the quarter. Capital investments during the period amounted to SEK 25 million, bringing the first-half total to SEK 42 million. Available cash rose to SEK 192 million, with net interest-bearing debt at SEK 243 million and a leverage ratio of 1.89.
Full-year 2026 revenue guidance was reaffirmed at SEK 750 million to SEK 800 million, while EBITDA margin guidance was raised to 15%-17% from the prior range of 14%-16%. The company’s order backlog in North America closed at SEK 35.3 million in annually recurring revenue, with new business intake reaching SEK 16.5 million. In the international segment, new order intake totaled approximately SEK 63 million, including a post-quarter expansion in Queensland, Australia, valued at SEK 38 million.
Sensys Gatso’s shares rose 5.3% in premarket trading to $44.70, following the earnings release. The stock remains 12.1% below its 52-week high of $50.90 and 29.3% above its 52-week low of $34.55.
