contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


modular-finance-ir-consensus-mildef-group-consensus-estimates-q4-2025

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

MilDef Group operates in the defense and security industry and focuses on the development and manufacture of systems for communication and data processing. The company's products are aimed at military and security organizations that need advanced solutions for surveillance and control. The operations are global with a main presence in Europe, North America and Asia. MilDef Group was founded in 1997 and is headquartered in Helsingborg, Sweden.

Watching with excitement to see if this will be the all-time record quarter. Let’s hope so; the company is also being shorted quite heavily.

Waking up the thread with the Q3/25 released in October             cdn.prod.nntech.io              presentation.pdf    3.50 MB

For those interested. Growth is strong and just beginning. Report today:            investors.mildef.com              MilDef_Q1_2025_ENG-2025-04-29.pdf    1492.17 KB                            When orders for these come in, Mildef also sells:                  Helsingin Sanomat – 25 Apr 25              Asekauppa | Panssareiden jättimäinen yhteisosto saattaa toteutua sittenkin    Puolustusministeriön mukaan keskustelut yhteishankinnasta ovat olleet vain alustavia eikä hankintaprosessia ole olemassa.

I’ll add one more observation here. The Swedish krona is an extremely cheap currency at the moment, and companies from our neighbor can be acquired with a small currency discount.

Hi. I haven’t seen any discussion about Mildef on the forum. I’ve been following and owning the company for about a year, and it’s a very interesting case, but the company is less known in Finland. In the Swedish episode of Pörssipäivä, if I recall correctly, the company was presented in a bit more detail. Some time ago, the company made a decision to put all its resources into robust defense industry technology. In practice, the company offers IT solutions and rugged hardware on the front line for various devices and battle management. It’s worth checking out. It’s already a growth company with a somewhat longer track record. In November, it made an acquisition in Germany and supplies solutions to BAE Systems, among others. It is therefore well-positioned at the core of the European defense industry. One thing that distinguishes it from Finnish companies is that they are really good at selling and have a sales-oriented organization. Check it out here: https://mildef.com/ Perhaps someone else has noticed the company? It is also included with a small weighting in WisdomTree’s recent European defense ETF.

MilDef Group

Estimates compiled by Modular Finance on behalf of MilDef Group. Number of contributors: 6 (all of which have been updated or confirmed before the report)KPI (MSEK, unless otherwise specified...

<div class="mfn-body"><p>Estimates compiled by Modular Finance on behalf of MilDef Group.<br><br>Number of contributors: 6 (all of which have been updated or confirmed before the report)</p><table><tbody><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="78.1%" valign="bottom" rowspan="1" colspan="1"><strong>KPI (MSEK, unless otherwise specified)</strong></td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right"><strong>Q4 2025E</strong></td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="78.1%" valign="bottom" rowspan="1" colspan="1">Order intake</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">1,209</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="78.1%" valign="bottom" rowspan="1" colspan="1">Net sales</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">813</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="78.1%" valign="bottom" rowspan="1" colspan="1">Adjusted EBITA</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">147</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="78.1%" valign="bottom" rowspan="1" colspan="1">Adjusted EBITA margin (%)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">18.02</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="78.1%" valign="bottom" rowspan="1" colspan="1">Net profit for the period</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">96.2</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="78.1%" valign="bottom" rowspan="1" colspan="1">Earnings per share before dilution (SEK)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">2.04</td></tr></tbody></table><p>MilDef’s Q4 report will be released on Thursday, 5 February, at 08:00 CET.</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong><br><a rel="noopener" href="https://storage.mfn.se/557f357d-bab3-424d-8126-62655b2bb6b9/mildef-group-consensus-estimates-q4-2025.pdf" class="mfn-generated mfn-primary">MilDef Group – Consensus estimates Q4 2025</a></p></div>

KPI (MSEK, unless otherwise specified)	Q4 2025E
Order intake	1,209
Net sales	813
Adjusted EBITA	147
Adjusted EBITA margin (%)	18.02
Net profit for the period	96.2
Earnings per share before dilution (SEK)	2.04