Redeye comments on CombinedX's Q3 2026 report, which was weaker than we expected on both sales and profitability. The main issue is again a low margin in the remaining businesses, which management attributes to insufficient utilisation. On the positive side, management sees signs of improving demand, and important wins at Elvenite support a better Q4/ H1 2027. We expect to lower our near-term estimates somewhat but keep our positive view.
LÄS MER
