The first half of the year proves to be a turning point for Alstom, as robust profits keep the company confidently on track. But here’s where it gets interesting—despite the broader economic uncertainties, Alstom’s financial performance has shown remarkable resilience, driven by strategic growth and successful acquisitions.
Between April and September, the company reported a net income of 220 million euros (approximately 256 million dollars). This is a significant improvement compared to the 53 million euros earned in the first half of the previous fiscal year 2024-2025. The increase can mainly be attributed to better operating efficiency, reduced financial costs, and the completion of the Bombardier integration process, which Alstom acquired in 2021. This streamlined integration is enabling Alstom to realize synergies faster and capitalize on new market opportunities.
Alstom’s CEO, Henri Poupart-Lafarge, highlighted the company’s impressive sales momentum, stating, “The strong sales growth across all product lines demonstrates our ability to accelerate execution of our order book.” This confidence is reflected in their revised outlook, with the company now predicting revenue growth exceeding 5% for this fiscal year—an upgrade from earlier forecasts of 3-5%, showing an optimistic outlook supported by ongoing demand.
Revenue for the first half of the year increased by 3%, reaching 9.06 billion euros compared to 8.78 billion euros in the same period last year. This growth was particularly influenced by increases in rolling stock activities, not only within France but also in key markets like the United States and Italy. As of September 30, Alstom reported a backlog of approximately 96.1 billion euros in outstanding orders, reflecting strong market confidence.
Particularly noteworthy are Alstom’s achievements in the Americas. During the first half, the company secured 3.5 billion euros in new orders—more than triple the 0.9 billion euros from the previous year. These orders include significant projects such as commuter trains for the Long Island Rail Road and Metro-North Railroad, both vital transportation links serving New York City.
And here’s a highlight most people might overlook—the entry into service of the innovative Acela NextGen trains in August. These are the first high-speed tilting trains designed and manufactured in America, now operating along the Northeast Corridor, which crosses eight US states and represents a significant leap forward in regional rail transportation.
Meanwhile, in Asia, Alstom made strategic advances in India by securing two major contracts. These involve implementing driverless technology solutions for the Chennai and Mumbai metro systems, indicating the company’s expanding footprint and technological leadership in urban transit solutions.
All signs point toward a promising future for Alstom, underpinned by solid financial results, strategic acquisitions, and strong international order flows. But given the rapid changes in geopolitics and market conditions, questions remain—can this growth momentum be sustained, or are we just witnessing a temporary boost? What are your thoughts—does Alstom’s strategy position it for long-term success, or are there hidden risks that could derail this upward trajectory? Feel free to share your opinions below.