VAT Group AG Reports Strong Q4 2025 Order Growth Driven by AI Demand

VAT Group AG announced a robust fourth-quarter 2025 order performance, significantly fueled by advancements in AI technology. Orders reached approximately CHF 305 million, marking a 28% sequential rise and a 14% year-over-year increase. The company's sales for the quarter amounted to CHF 257 million, surpassing the anticipated range of CHF 225-245 million, despite a 9% drop compared to the previous year.

The semiconductor market's trajectory towards a USD 1 trillion value remains on track, with strong contributions from the demand for leading-edge logic and memory chips required for AI data centers. A noteworthy uptick in pre-orders was observed as customers aimed to avoid upcoming price hikes.

For the full year 2025, VAT Group AG reported flat order growth at CHF 1,033 million, while net sales rose by 14% to CHF 1,073 million. The company anticipates an EBITDA margin of around 30% for the year, with cash flow expected to exceed CHF 225 million.