Columbus
Nasdaq Copenhagen · COLUM · IT services
Promised · 12 March 2026
EBITDA margin 8–10%
Søren Krogh Knudsen, CEO & President. 2026 guidance in the Annual Report. Repeated in May and August.
Delivered · 22 October 2026
About 6%
Guidance cut in company announcement no. 65/2026.
The company's reason: Low activity in the first half and a restructuring in Q3 that affected more than 80 employees, with DKK 20m in severance costs. Revenue grew 6% in Q3, and the margin before those costs was 10.3%. A new strategy follows on 5 November.
Provisional until the full-year report
Will Columbus deliver its new margin of about 6% for 2026?Verdict day: the 2026 annual report, 11 March 2027 (expected)
I say →DSV
Nasdaq Copenhagen · DSV · Transport and logistics
Promised · 4 February 2026
DKK 4bn+ new synergies
Jens H. Lund, Group CEO. 2025 Annual Report, ann. 1164.
Delivered · 21 October 2026
Part delayed to 2027
The DKK 9bn target stands. Synergies in Road and some Group functions slip into 2027.
The company's reason: Operational problems in the Road division after the integration. Service recovered by the end of the quarter. Profit guidance for 2026 was narrowed to DKK 24–25bn, inside the range first promised, and that promise is on track.
Provisional until the full-year report
Will DSV land 2026 profit inside its DKK 24–25bn range?Verdict day: the 2026 annual report, 4 February 2027 (expected)
I say →Embla Medical
Nasdaq Copenhagen · EMBLA · Prosthetics and orthotics
Promised · 3 February 2026
5–8% organic growth
Sveinn Sölvason, President & CEO. 2026 guidance in announcement 5/2026.
Delivered · 20 October 2026
About 5%
Third narrowing of the year: 5–8%, then 5–7%, now about 5%. Margin narrowed to about 21%.
The company's reason: Patient Care sales were below the expectations set at the start of the year, slowed by integration work in its clinics and a lost regional tender in Sweden. The margin promise held, helped by cost control.
Provisional until the full-year report
Will Embla deliver about 5% organic growth for 2026?Verdict day: the 2026 annual report, 2 February 2027
I say →Delta Air Lines
NYSE · DAL · Airlines
Promised · 13 January 2026
EPS $6.50–7.50
Ed Bastian, CEO. Full-year 2026 outlook with the 2025 results. Reaffirmed in July.
Delivered · 9 October 2026
EPS $5.10–5.60
New full-year outlook. Free cash flow cut from $3–4bn to about $2.5bn.
The company's reason: A jump of about $6 billion in fuel costs for the year. Revenue grew 16% in the quarter, and pre-tax profit matched last year.
Provisional until the full-year report
Will Delta land 2026 inside its new range of $5.10–5.60?Verdict day: the 2026 full-year results, 14 January 2027 (expected)
I say →