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on Comet Holding AG (isin : CH0360826991)

Comet Holding AG Reports Robust Order Intake Amidst Sales Decline

In the first quarter of 2026, Comet Holding AG recorded net sales of CHF 106.3 million, a 4.5% drop from CHF 111.2 million in the same period last year. The decline was primarily due to lower revenue in the PCT and IXS divisions, although IXM showed growth. Despite the reduction in sales, the company saw a significant boost in orders, totaling CHF 144.9 million, a 22.3% increase compared to Q1/25. This surge resulted in a book-to-bill ratio of 1.4, attributed to all divisions, particularly PCT, as the semiconductor sector begins a new cycle.

The semiconductor industry has remained strong despite uncertainties, with demand stability in traditional markets. However, supply chain vulnerabilities and increased energy costs are emerging concerns. Although Comet expects strong sales growth in 2026, visibility remains limited. The company confirms its guidance for the year, anticipating that net sales and the adjusted EBITDA margin will exceed 2025 figures. Comet is poised to adapt to volatile market conditions, leveraging its advanced technologies and global presence.

R. P.

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