AutoStore soars 30% as Q2 results beat on revenue rebound, cost savings

Published 14/08/2025, 06:48
Updated 14/08/2025, 10:28

Investin.com -- AutoStore Holdings shares rocketed more than 30% on Thursday after the Norwegian warehouse automation company stunned with a sharp second-quarter rebound, posting adjusted EBITDA 128% above consensus and revenue 44% higher than forecasts

The Norwegian company reported adjusted EBITDA of $64 million, down 15% from a year earlier but 128% above consensus estimates of $28 million. 

Adjusted EBITDA margins reached 48%, nearly double the prior quarter, aided by $10 million in efficiency gains. 

Gross profit was $92 million, 36% ahead of forecasts, with a 69% margin that was lowered by inventory write-downs tied to the discontinuation of the Black Line robot. Excluding those charges, gross margins were 75%.

Revenue totaled $134 million, down 13% year over year but 44% higher than consensus projections of $93 million and up 56% sequentially after a weak first quarter. 

Orders reached $150 million, up 6% from last year and 28% above expectations, while the order backlog climbed to $529 million, 11% higher year over year and 3% up sequentially. 

The book-to-bill ratio stood at 1.12. AutoStore as a Service generated $7 million in new contracts during the quarter.

Regional results showed EMEA revenue down 3% from last year, with North America declining 31% and Asia-Pacific 36%. 

Management cited ongoing geopolitical, macroeconomic and trade disruptions as extending customer decision cycles and delaying project deliveries.

The company withheld full-year guidance, pointing to uncertainty in market conditions. 

Consensus forecasts model $419 million in revenue, down 30% from last year, and EBITDA of $140 million, implying a 33% margin, about 14 percentage points below 2024.

“Despite no guidance and high volatility in the business model, we would still expect DD upward revisions to company consensus modelling $419m in revenues (-30% yoy) and EBITDA at $140m, implying margins of 33% (down ~14%pt yoy),” said analysts at Jefferies in a note.

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