Alfa Laval AB (publ) (ALFVY) Q2 2025 Earnings Conference Call Transcript

Financial Performance - The company reported an all-time high of adjusted earnings exceeding SEK 3 billion for the second quarter [3] - Earnings per share (EPS) increased by 19% to a record level of SEK 4.87 [3] - Strong demand growth was observed across many end markets, with record levels in both the service business and the transactional part of the business [3] Order Book and Market Outlook - The conversion of the record-high order book was effectively executed, particularly in the Marine division, which achieved a margin of 24% [4] - The company maintains a solid order book for 2025 and into 2026, currently exceeding SEK 50 billion [4]