Interim report: January - June 2026

Second quarter

First six months

CEO comments

PROFITABLE GROWTH CONTINUES
Continued strong demand enabled HMS to deliver another record quarter, both in terms of revenue and operating profit. Order intake increased by 20% to SEK 979 million (816), corresponding to organic growth of 15%. Investments in data centers continue to be a key growth driver for our customers across multiple stages of the value chain, most notably reflected in the sustained strong demand from the semiconductor industry. We believe that reported order intake accurately reflects underlying market demand. The order pull-forward effect reported in the first quarter, primarily related to the Molex acquisition, was not evident in the second quarter.