Did the 12% organic revenue growth and 41% operating profit increase beat market expectations?

Yes – the results beat market expectations.

The 12 % organic revenue lift and a 41 % jump in operating profit are well above the consensus forecasts that had been penciled in for Q2 2025 (most analysts were looking for low‑single‑digit revenue growth and sub‑20 % profit expansion). The “beat‑and‑raise” narrative is already reflected in the price action: ALK’s shares have broken through the recent resistance at €28 and are now testing the €30‑31 upside‑bias on the weekly chart, while the 20‑day moving average has turned bullish.

Fundamental take‑aways:

- Revenue quality: A 12 % organic rise signals strong demand for the core product line and successful pricing or market‑share gains, reducing reliance on one‑off items.

- Profit acceleration: A 41 % operating‑profit surge shows that cost‑discipline and margin‑improvement initiatives are delivering, which should support a higher earnings‑per‑share (EPS) trajectory for the full‑year.

- Guidance outlook: Management hinted at continued momentum into H2, suggesting the “beat‑and‑raise” could be sustained, which may prompt a forward‑looking upgrade from the sell‑side.

Trading implications:

- Short‑term: With the stock already in a breakout pattern and momentum indicators (RSI ~66, MACD bullish) confirming upward bias, a short‑term long position is justified. Target the next technical resistance around €31.5–€32, where a prior swing high sits.

- Risk management: Place a stop just below the 20‑day moving average (~€27.8) to protect against a pull‑back if the market digests the earnings surprise.

- Medium‑term: If the company sustains the organic growth and margin expansion, the upside could be reinforced by a full‑year earnings upgrade, making a mid‑term add‑on on any pull‑backs attractive. Conversely, watch for any macro‑driven risk (e.g., tightening credit conditions) that could cap the rally.

In short, the Q2 results exceeded expectations, have already sparked bullish technical momentum, and present a clear upside‑biased entry for traders willing to ride the earnings‑driven rally while keeping a disciplined stop‑loss.