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Basler (BSL) investor relations material
Basler Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
9M revenue rose 35% to €227.4m; Q3 revenue was €75.0m, matching Q2.
9M orders increased 62% to €278.6m; Q3 order entry set a quarterly record, supporting a €100.5m backlog at Sept. 30.
9M EBIT reached €51.1m with a 22.5% margin; free cash flow was €31.0m.
Strong demand and operational efficiency drove results, while supply constraints limited conversion of orders into near-term revenue.
Financial highlights
9M EBITDA was €61.6m, EBIT €51.1m and net income €38.2m, each more than doubling versus restated 2025 figures.
EPS rose to €1.24 from €0.36; free cash flow increased to €31.0m from €11.7m.
Q3 bookings rose 62% and billings 35%; the positive book-to-bill ratio and record order entry supported momentum into Q4.
Period-end cash was €43.8m, versus €24.8m a year earlier.
Outlook and guidance
FY26 revenue guidance increased to €295m–€300m from €270m–€290m; EBIT-margin guidance rose to 17.5%–19.5% from 12.5%–14.5%.
Guidance reflects high demand and backlog, supply constraints, positive non-recurring effects, higher variable compensation and employee special payments.
Midterm plan targets ~15% CAGR, >13% EBIT margin, €275m revenue in 2028 and a 70% cash-conversion rate, excluding M&A.
Supply constraints are expected through Q4 and potentially Q1 2027; Sony sensor delivery limits affect October and November, with lost production volumes unrecoverable.
- Bookings up 59–60% and guidance raised, but supply chain and geopolitical risks persist.BSL
Q2 2026 - Record Q1 growth and raised 2026 outlook, but supply chain and geopolitical risks persist.BSL
Q1 2026 - Revenue, margins, and cash flow surged, with strong bookings and a positive 2026 outlook.BSL
Q4 2025 - Orders and sales surged, net income turned positive, and FY2025 guidance was raised.BSL
Q3 2025 - Double-digit sales and order growth led to higher guidance despite ongoing market risks.BSL
Q2 2025 - Sales down 13%, bookings up 4%, guidance cut, and further cost reductions planned.BSL
Q3 2024 - Sales fell 20% year-over-year, but gross margin and cash flow improved, supporting recovery.BSL
Q2 2024 - Bookings up 15%, revenue down 10%, margin improved; 2025 outlook cautious amid risks.BSL
Q4 2024 - Strong sales growth and margin recovery drive Basler's return to profitability in Q1 2025.BSL
Q1 2025
Next Basler earnings date
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