Revenue grew 59% YoY to 199 MSEK on 3.7 million deliveries, and the EBITDA margin turned from −2% to +2%.
Revenue Q2
+59%
199 MSEK, vs Q2 2025
EBITDA margin
+2%
from −2% in Q2 2025
Market share
4.8%
of the Swedish parcel market
Operating leverage
The main message is the operating leverage: volume is increasing, gross margins are rising at every level, and the head office is not growing at the same pace. Airmee is taking market share at a rapid pace (4.8% of the Swedish parcel market, according to the company five times faster than the market) without customer satisfaction slipping. The company is still only just profitable and Net Income is slightly negative (−1%), but the direction is unambiguous.
Key figures Q2 2026 vs Q2 2025
| Q2 2026 | Change | |
|---|---|---|
| Revenue, MSEK | 199 | +59% |
| Deliveries, millions | 3.74 | +59% |
| Gross margin 1 | 43% | +1 p.p. |
| EBITDA margin | 2% | +4 p.p. |
| Net margin | −1% | +4 p.p. |
Financials
- Revenue Q2: 199 MSEK (+59% YoY, +13% QoQ). YTD 376 MSEK (+54%).
- EBITDA Q2: 3.2 MSEK (2%) against −2.3 MSEK (−2%) in Q2-25. Adjusted EBITDA 3.5 MSEK (2%). YTD EBITDA 5.5 MSEK against −9.8 MSEK last year.
- Net Income: −1% margin (−5% in Q2-25), improved by 13 MSEK YTD according to the CEO.
Market & commercial
- Market share 4.8% of the Swedish parcel market, customer rating up to 4.7.
- Newly signed customers correspond to approx. 7% in additional base volume per month.
- Faster offering in Stockholm: order at lunchtime and collect from an ICA agent from 17:00, or order at 16:00 and get home delivery at 19:00.
Operations & sustainability
- Production cost per delivery down 3%, despite cost pressure from collective agreements and quality investments.
- Delivery quality 96.6% (average across the whole volume; SLA customers are 1.0–1.3 p.p. higher).
- A further 9,000 sq m of terminal space opens in Q3, incl. Örebro, which brings Same Day to 1 million more consumers.
- Emission-free deliveries 31% of volume (the share is growing faster than volume).
