Loomis AB (publ) LOOMIS
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The news check keeps the assessment current.
General analysis — not personal advice.
Hold/wait: consider adding only if (1) Hermes closes on the communicated terms and (2) Q2 confirms margin strength and net debt/EBITDA trends back toward <2.0x as guided; otherwise keep the position unchanged.
Q2 results confirm the strong operational trend of higher margins and cash flow, supporting the hold signal pending integration data from the acquisitions.
Sentiment remains positive following the report, centred on record margins, cash flow and analyst target upgrades.
HOLD is the call. Positive is the market mood. Medium risk means some things can go wrong.
Latest change
- 25 Aug 2026 — The report shows record margins and cash flow confirming the operational trend following publication on 24 July.
The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.
Show all changes (5) — follow the company freeAbout the company
Loomis AB (publ) is a global provider of cash-in-transit and cash management services, including ATM services, vault services, and automated cash solutions (e.g., SafePoint). The company is profitable with strong cash generation and grows organically and through acquisitions, while facing long-term structural headwinds from declining cash usage.
Bull case
Record margins, strong organic growth and improved cash flow underpin profitability.
Bear case
Currency headwinds and integration risks around the new Latin American acquisitions remain.
Why this signal
Q2 results confirm the strong operational trend of higher margins and cash flow, supporting the hold signal pending integration data from the acquisitions.
Recent news
On 9 September Loomis issued EUR 300 million senior unsecured bonds at 4.125 % coupon under its EMTN programme to finance the Hermes Transportes Blindados acquisition in Peru. The formal tender offer opened on 31 August and the target board approved the bid; the acceptance period ends 30 September. New CFO Tobias Hägglöv took office on 14 September.