VAT Group AG/€VACN

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About VAT Group AG

VAT Group AG is a Swiss company that operates in the vacuum valve industry, providing essential components for a range of applications including semiconductors, displays, solar panels, and scientific instruments. The company specializes in the design, manufacture, and sale of vacuum valves, bellows, and related services, which are critical for maintaining controlled environments in high-tech manufacturing processes. Founded in 1965, VAT Group AG is headquartered in Haag, Switzerland. Its strategic position is bolstered by a strong focus on innovation and a comprehensive product portfolio that addresses multiple sectors, enhancing its resilience to market fluctuations. The company's global footprint includes production sites and sales offices across Europe, Asia, and the Americas.
Ticker
€VACN
Primary listing
XGAT
Employees
3,959
Headquarters
Solothurn, Switzerland

VAT Group AG Metrics

BasicAdvanced
€19B
88.84
€7.30
1.57
€7.64
1.18%

Bulls say / Bears say

  • Q2 2026 order intake reached a record CHF 500 million, up 102% year over year, and backlog rose 121% to CHF 648 million, providing strong forward revenue visibility from semiconductor and AI-data-center investment. (Reuters)
  • VAT confirmed that 2026 orders, sales, EBITDA, EBITDA margin, net income, and free cash flow should all exceed 2025 levels; it also targets quarterly factory output above a CHF 450 million run rate by year-end, implying significant operating leverage if the ramp executes. (Financial Times)
  • The planned CHF 110 million acquisition of Atonarp expands VAT beyond valves into real-time molecular monitoring and process control, potentially increasing its share of customer spending as semiconductor manufacturing moves toward sub-2nm nodes. (VAT Group)
  • H1 2026 net income fell 6% year over year to CHF 98.8 million, while free cash flow declined 18% to CHF 42 million, showing that strong orders have not yet translated into equivalent bottom-line or cash-flow growth. (Reuters)
  • Capacity expansion is weighing on profitability: VAT reported a 29.0% H1 EBITDA margin, slightly below the prior year, as ramp costs and more than 700 additional employees increased the cost base before expected operating leverage fully arrives. (Reuters)
  • Execution and timing remain risks: supply-chain disruption and customer-specification changes delayed revenue recognition in Q1, while VAT’s 2027 sales outlook remains under review despite strong expected wafer-fab-equipment growth. (VAT Group)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.

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