HMH Holding (HMH) Q2 FY26 earnings call

HMH Holding reported resilient Q2 FY26 results, marked by strong order intake and expanded adjusted EBITDA margins, despite some short-term headwinds in product orders and repair activity. The company is benefiting from a constructive offshore market, with increased visibility into future floater rig years and robust demand for digital technology upgrades. Management remains confident in market acceleration through H2 2026 and into 2027, expecting delayed opportunities to materialize.