Alfa Laval stock rises 1.93 percent as orders accelerate

Published on 10/03/2026 at 23:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Alfa Laval stock traded at SEK 561 after Q2 sales reached SEK 18.1 billion on July 21, 2026. JPMorgan cut its target from SEK 585 to SEK 578.

Pop-Art-Comic-Illustration eines Technikers an einer bunten Zentrifugalseparator-Maschine — Alfa Laval AB (ISIN SE0000695876) inspiriert diese farbenfrohe Pop-Art-Comic-Szene mit einer großen Separator-Maschine, Illustration mit AI erstellt.

Alfa Laval stock (ISIN SE0000695876) was last at SEK 561 on Nasdaq Stockholm on October 2, 2026, up 1.93 percent from the previous session. The move followed a second quarter in which order intake increased 35.2 percent, giving the industrial equipment maker a record backlog and a demanding execution test.

Orders reached a new high

According to Alfa Laval, Q2 2026 sales rose 7.7 percent to SEK 18.1 billion, while operating income reached SEK 2.9 billion and earnings per share stood at SEK 4.91. The quarter's order intake growth of 35.2 percent lifted the order book to SEK 53.5 billion, with SEK 29.1 billion planned for delivery during 2026.

The order momentum is broad, but conversion remains the central issue. The company reported a Q2 adjusted EBITDA margin of 17 percent, while management expects third-quarter demand to be lower sequentially than the unusually strong second quarter, according to Yahoo Finance.

Analyst target stays near the price

On September 18, 2026, JPMorgan reduced its Alfa Laval price target from SEK 585 to SEK 578 while retaining a Neutral rating, as reported by MarketScreener. The revised target sits above the October 2 price, but the narrow gap leaves execution and margin delivery central to the valuation debate.

Q3 results arrive October 27

Alfa Laval will release its third quarter 2026 earnings on October 27, 2026, at 7:30 a.m. CET, according to the company's investor calendar. That report will show whether the SEK 53.5 billion backlog is translating into revenue while the group manages the sequential demand comparison.

On October 2, 2026, the stock's 52-week range was SEK 426.40 to SEK 592.20, placing SEK 561 within the upper part of that range. Market capitalization was SEK 231.9 billion and trading volume was 496,272 shares on Nasdaq Stockholm.