Stock Markets February 18, 2026

Exail Technologies posts 28% rise in 2025 revenue, cites strong orders and steady backlog

Full-year sales climb to €479 million as shipments in navigation and maritime robotics power growth; order book buoyed by a €400 million contract

By Ajmal Hussain
Exail Technologies posts 28% rise in 2025 revenue, cites strong orders and steady backlog

Exail Technologies reported full-year 2025 sales of €479 million, a 28% increase year-on-year, with Q4 revenue of €153 million. The Navigation & Maritime Robotics unit led quarterly performance, while full-year order intake jumped 87% to €844 million, driven by a single €400 million contract secured in February. Management expects another year of double-digit growth in 2026 and analysts offer varying growth projections and valuation targets.

Key Points

  • Full-year 2025 sales rose 28% to €479 million, with Q4 revenue up 22% to €153 million.
  • Navigation & Maritime Robotics was the primary driver in Q4, growing 30% to €123 million; Advanced Technologies rose 9% to €34 million.
  • Orders for the year jumped 87% to €844 million, led by a €400 million contract secured in February; backlog remained stable at around €1.07 billion.

Exail Technologies closed fiscal 2025 with consolidated sales of €479 million, marking a 28% increase versus the prior year and aligning with the companys recently revised target and analyst expectations. Revenue momentum carried into the fourth quarter, where sales rose 22% to €153 million.

Segment performance in Q4 was uneven but tilted toward the Navigation & Maritime Robotics division, which recorded a 30% rise in sales to reach €123 million. The Advanced Technologies segment also contributed to the quarterly increase, posting a 9% gain to €34 million.

Order intake in the October to December period totaled €147 million, representing a 2% year-on-year increase. The quarters bookings included a material award for several hundred K-STER drones with a contract value of approximately €40 million.

For the full year, Exail reported an 87% surge in orders to €844 million. That jump was driven in large part by a substantial contract won in February valued at €400 million, a factor that materially lifted annual intake.

The companys backlog held broadly steady as the year ended, at €1.07 billion compared with €1.08 billion at the end of September 2025, indicating a stable level of work yet to be recognized as revenue.

Looking forward, Exail has provided an initial view for 2026 that anticipates another year of double-digit sales growth. The company framed this outlook as a preliminary, broad guidance consistent with its normal practice of refining forecasts as the year progresses.

Analyst forecasts differ modestly. Kepler Cheuvreux models 22% revenue growth to €582 million, while consensus estimates point to a 20% rise to €573 million. Kepler Cheuvreux also reiterated a Buy rating on Exail and set a target price of €124, which it says equates to a 7.5% upside from the prevailing share price of €115.40.

The figures underline a year in which a combination of robust deliveries in core maritime robotics and the timing of large contracts drove top-line expansion, while the companys backlog and forward guidance provide the basis for the stated expectation of continued double-digit growth in 2026.

Risks

  • Concentration risk from large, single contracts - the €400 million award in February materially influenced annual orders, which could lead to volatility in future annual intake if large contracts are not reprised (impacts maritime, defense, and aerospace markets).
  • Guidance breadth and refinement - the companys initial 2026 forecast is intentionally broad and subject to refinement, creating uncertainty for revenue and market expectations (impacts equity investors and market analysts).
  • Backlog stability may mask timing risk - while the backlog held steady versus September, recognition timing of large contracts could affect near-term revenue and delivery schedules (impacts supply chain and production planning in maritime robotics and advanced technologies).

More from Stock Markets

NYSE Holdings UK Ltd launches unified trading platform to streamline market access Feb 21, 2026 Earnings Drive Weekly Winners and Losers as Buyout Headlines Lift Masimo Feb 21, 2026 Barclays Sees 'Physical AI' Scaling to Hundreds of Billions by 2035 Feb 21, 2026 Germany's Wind Expansion Accelerates Amid Growing Questions Over Durability Feb 21, 2026 Bernstein outlines framework to assess AI disruption risk across software stocks Feb 21, 2026