Konecranes Plc (KNCRY) Q2 2026 Earnings Call Transcript

Konecranes Plc (KNCRY) Q2 2026 Earnings Call July 24, 2026 7:00 AM EDT

Company Participants Linda Hakkila - Chief Investor Relations Officer & VP of Investor Relations Marko Tulokas - President & CEO Teo Ottola - CFO & Deputy CEO Conference Call Participants Daniela Costa - Goldman Sachs Group, Inc., Research Division Panu Laitinmaki - Danske Bank A/S, Research Division Mikael Doepel - Nordea Markets, Research Division Antti Kansanen - SEB, Research Division Presentation Linda Hakkila Chief Investor Relations Officer & VP of Investor Relations Hello all, and welcome to follow Konecranes' Q2 2026 Results Webcast. My name is Linda Hakkila, I'm the VP, Investor Relations here at Konecranes. And today, with me as our main speakers, we have our CEO, Marko Tulokas; and our CFO, Teo Ottola. Before we continue, I would like to remind you about the disclaimer as we might be making forward-looking statements. As per usual, we will first start with a presentation from our CEO. After that, our CFO, and then we are happy to answer your questions in the Q&A session. But now without any further comments, I would like to hand over to our CEO. Marko Tulokas President & CEO Thank you very much, Linda, and good afternoon from my behalf also. I'd like to start with some key topics of the quarter and start with commenting the customer activity. And I'm happy to say that we had a continued very strong and good customer activity throughout the quarter. That despite the continued geopolitical uncertainty, which has resulted some apprehension with customers and the timing of the orders as well as some volatility in supply chain. Regardless of that uncertainty and apprehension, we had good demand, particularly in the Ports business segment as well as in defense, power and aviation in the industrial side to name a few. And because of