AutoStore Holdings will publish its second-quarter and first-half 2026 financial results at 06:00 CEST on Thursday, August 13, followed by a management presentation at 08:00 CEST led by CEO Mats Hovland Vikse and CFO Paul Harrison. For U.S. listeners, that places the report release at 12:00 a.m. Pacific / 3:00 a.m. Eastern, with the webcast beginning at 2:00 a.m. Pacific / 5:00 a.m. Eastern.
The schedule was announced by AutoStore on August 6 and is independently reflected in the company’s investor calendar and Euronext’s issuer record. The important distinction is that the August 13 filing is listed by Euronext as a half-yearly report, while Thursday’s notice is categorized as a non-regulatory press release. In practical terms, the invitation contains no financial disclosure; the regulated Q2/H1 result is the event that matters.
AutoStore describes the event as a live webcast and earnings call, but its own instructions say the 08:00 CEST presentation will be held “via live webcast only.” Participants can submit written questions through the webcast player and may use Microsoft Teams’ raise-hand function for live questions at the conclusion.
That is a more open format than an analyst call limited to registered phone participants, but it also means there is no published telephone dial-in alternative for audio-only listeners. The practical route for IT teams, warehouse-automation customers, and investors is a browser-based session that relies on the webcast player and Microsoft Teams.
AutoStore has used essentially the same two-stage reporting format for recent quarters: financial material first appears at 06:00, and management commentary follows two hours later. The company’s Q1 2026 invitation used the same timing and named the same CEO-CFO pair. There is no indication in the August 6 announcement that an in-person presentation, separate analyst briefing, replay commitment, or downloadable presentation package will be offered beyond the material due to appear on AutoStore’s investor site and Oslo’s NewsWeb system.
Those headline growth rates require context. Q1 2025 revenue was only $85.9 million, so AutoStore’s Q1 2026 comparison was helped by a low prior-year base. Still, Q1 2026 revenue was also above the $139.0 million reported in Q3 2025 and the $179.7 million reported in Q4 2025, putting the upcoming report in position to show whether the company can sustain a higher revenue run-rate rather than merely post a rebound quarter.
The June-quarter comparison is more direct. AutoStore reported $134 million in Q2 2025 revenue, which was down 13% year over year despite recovering 56% sequentially from what it characterized as an unusually weak first quarter. Order intake in that 2025 quarter was $150 million and backlog was $529 million. The August 13 report will therefore show whether the $41.8 million backlog increase recorded by the end of Q1 translated into deliveries, incremental bookings, or both.
For a warehouse operator, the less promotional measures in the financial release will be more revealing: order intake, backlog, gross margin, cash conversion, and the relationship between bookings and recognized revenue. AutoStore sells physical automation systems whose projects can take time to convert from order to installed revenue. A strong backlog can support future revenue visibility, but it does not by itself establish the timing of installations or margins on the systems being delivered.
Q1 provided a relatively favorable starting point. Revenue of $165.8 million trailed order intake of $179.4 million, which allowed the company’s backlog to rise. The critical test on August 13 is whether that pattern continued through the quarter ended June 30. If bookings fall below revenue, backlog could decline even in a quarter with strong reported sales; if both rise, AutoStore will have stronger evidence that its recovery is extending beyond the weak comparisons of early 2025.
The prior Q2 report also showed how one-off effects can cloud a quarter. AutoStore’s Q3 2025 disclosure said Q2 had been affected by a one-time inventory write-down. Investors and customers looking for a clean operating trend should therefore separate any August 13 adjustments, write-downs, foreign-exchange effects, or changes in accounting measures from underlying system demand.
AutoStore does not provide a Q2 earnings preview in the invitation, nor does it disclose an updated financial outlook, new customer wins, pricing changes, or the performance of its newer software and AI offerings. Those omissions are normal for a scheduling announcement, but they mean there is no basis yet to infer a beat, miss, or product milestone from the timing of the webcast itself.
The invitation says “earnings call,” but there is no conventional dial-in call
AutoStore describes the event as a live webcast and earnings call, but its own instructions say the 08:00 CEST presentation will be held “via live webcast only.” Participants can submit written questions through the webcast player and may use Microsoft Teams’ raise-hand function for live questions at the conclusion.That is a more open format than an analyst call limited to registered phone participants, but it also means there is no published telephone dial-in alternative for audio-only listeners. The practical route for IT teams, warehouse-automation customers, and investors is a browser-based session that relies on the webcast player and Microsoft Teams.
AutoStore has used essentially the same two-stage reporting format for recent quarters: financial material first appears at 06:00, and management commentary follows two hours later. The company’s Q1 2026 invitation used the same timing and named the same CEO-CFO pair. There is no indication in the August 6 announcement that an in-person presentation, separate analyst briefing, replay commitment, or downloadable presentation package will be offered beyond the material due to appear on AutoStore’s investor site and Oslo’s NewsWeb system.
August 13 will show whether AutoStore’s Q1 rebound carried into the June quarter
The Q2 release arrives after a sharp improvement in AutoStore’s first quarter. In its April 23 Q1 report, AutoStore said revenue reached $165.8 million, up 92.9% year over year, while order intake was $179.4 million, up 27.0%. The company reported a $570.6 million order backlog at March 31, gross margin of 72.7%, and adjusted EBITDA margin of 44.0%.Those headline growth rates require context. Q1 2025 revenue was only $85.9 million, so AutoStore’s Q1 2026 comparison was helped by a low prior-year base. Still, Q1 2026 revenue was also above the $139.0 million reported in Q3 2025 and the $179.7 million reported in Q4 2025, putting the upcoming report in position to show whether the company can sustain a higher revenue run-rate rather than merely post a rebound quarter.
The June-quarter comparison is more direct. AutoStore reported $134 million in Q2 2025 revenue, which was down 13% year over year despite recovering 56% sequentially from what it characterized as an unusually weak first quarter. Order intake in that 2025 quarter was $150 million and backlog was $529 million. The August 13 report will therefore show whether the $41.8 million backlog increase recorded by the end of Q1 translated into deliveries, incremental bookings, or both.
Orders and backlog deserve more attention than the “AI” language
AutoStore’s Q1 narrative placed AI, cloud, and data at the center of its March product announcement, describing an intelligence layer built on data from deployed robots. That strategy may become operationally significant for customers managing cube-storage sites, but the August 6 event notice provides no product-release, software-version, customer-deployment, or availability detail.For a warehouse operator, the less promotional measures in the financial release will be more revealing: order intake, backlog, gross margin, cash conversion, and the relationship between bookings and recognized revenue. AutoStore sells physical automation systems whose projects can take time to convert from order to installed revenue. A strong backlog can support future revenue visibility, but it does not by itself establish the timing of installations or margins on the systems being delivered.
Q1 provided a relatively favorable starting point. Revenue of $165.8 million trailed order intake of $179.4 million, which allowed the company’s backlog to rise. The critical test on August 13 is whether that pattern continued through the quarter ended June 30. If bookings fall below revenue, backlog could decline even in a quarter with strong reported sales; if both rise, AutoStore will have stronger evidence that its recovery is extending beyond the weak comparisons of early 2025.
The margin data may be more consequential than a single revenue number
AutoStore’s Q1 gross margin slipped 1.3 percentage points year over year to 72.7%, while adjusted EBITDA margin rose to 44.0% from 24.5%. The difference illustrates why a revenue-only reading can mislead: a company can deliver more systems while facing some product or mix pressure on gross margin, then still improve operating profitability through volume and cost absorption.The prior Q2 report also showed how one-off effects can cloud a quarter. AutoStore’s Q3 2025 disclosure said Q2 had been affected by a one-time inventory write-down. Investors and customers looking for a clean operating trend should therefore separate any August 13 adjustments, write-downs, foreign-exchange effects, or changes in accounting measures from underlying system demand.
AutoStore does not provide a Q2 earnings preview in the invitation, nor does it disclose an updated financial outlook, new customer wins, pricing changes, or the performance of its newer software and AI offerings. Those omissions are normal for a scheduling announcement, but they mean there is no basis yet to infer a beat, miss, or product milestone from the timing of the webcast itself.
What to watch when the report lands
The report will be published before the webcast, giving participants two hours to review the numbers and formulate questions. The most useful checkpoints will be straightforward:- Compare Q2 revenue against the $134 million reported in Q2 2025 and the $165.8 million reported in Q1 2026.
- Check whether order intake remains ahead of revenue, which would support further growth in the $570.6 million March 31 backlog.
- Track gross margin separately from adjusted EBITDA margin to determine whether higher volume is improving operating leverage without eroding system economics.
- Look for concrete evidence that AutoStore’s cloud, data, and AI messaging has produced customer deployments, bookings, or measurable operational outcomes rather than only product positioning.
- Listen for management’s view on project timing and customer buying behavior, especially after the company cited customer caution and an uncertain market backdrop in its Q2 2025 results.
References
- Primary source: finansavisen.no
Published: 2026-08-06T10:00:09+00:00
Loading…
www.finansavisen.no - Related coverage: live.euronext.com
Loading…
live.euronext.com - Related coverage: live.euronext.com
Loading…
live.euronext.com - Related coverage: tradingview.com
Loading…
www.tradingview.com - Related coverage: autostoresystem.com
Loading…
www.autostoresystem.com - Related coverage: news.cision.com
Loading…
news.cision.com - Related coverage: news.cision.com
Loading…
news.cision.com - Related coverage: alligo.com
Loading…
www.alligo.com - Related coverage: alligo.com
Loading…
www.alligo.com - Related coverage: autostoresystem.com
Loading…
www.autostoresystem.com - Related coverage: storage.mfn.se
Loading…
storage.mfn.se