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Ipsos (IPS) investor relations material
Ipsos Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 organic growth accelerated to 2.0% from 0.8% in H1; EMEA, China and Citizens were among the drivers.
Acceleration of the six-pillar Horizons strategy is a priority, spanning multi-specialist services, local reach, speed, AI, access to real people and value-added partnerships.
Financial highlights
Q3 revenue was €636.2m, with total growth of 0.0% and organic growth of 2.0%; Q3 order-book organic growth was 2.0%.
9M revenue was €1,806.3m, up 0.9% in total and 1.2% organically; scope added 1.6%, partly reflecting The BVA Family acquisition and Russia deconsolidation, while currency effects were -1.9%.
September order-book organic growth for revenue expected in 2026 was 1.2%.
Outlook and guidance
FY 2026 organic growth guidance is 1.2%–1.5%, based on 9M performance and the end-September order book, amid uncertain macroeconomic and geopolitical conditions.
Operating margin rate objective remains in line with 2025, with financial discipline alongside investment in Horizons execution.
Ipsos Facto 2.0 first-phase rollout to select Ipsos.Digital power users is planned for late 2026, with acceleration in Q1 2027.
- Leadership change accelerates AI-driven strategy, with stable growth and new product launches.IPS
Investor update - Q2 rebound lifted H1 revenue 1.3%, with 2% organic growth guided for the full year.IPS
Q2 2026 - Q1 2026 revenue fell 2.4%, but order book and AI initiatives support 2026 growth outlook.IPS
Q1 2026 - 2025 revenue rose 3.4% to €2.53B, with digital and AI driving future growth and stable margins.IPS
Q4 2025 - Targets 5%+ organic growth, 14%+ margin by 2030, and €1.2bn+ investment in AI and tech.IPS
Investor Day 2026 - Q3 revenue up 0.5%, 2024 organic growth forecast cut to 1%, margin target held at 13%.IPS
Q3 2024 - Revenue up 4.7% with margin gains, digital growth, and US headwinds; outlook trimmed.IPS
Q2 2024 - GenAI and digital innovation accelerate growth, margin, and ESG impact amid strong financials.IPS
Investor Day 2024 - Record profitability and cash flow in 2024, with EMEA growth offsetting US decline.IPS
Q4 2024
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