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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lectra
Lectra (LSS) investor relations material
Lectra Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Recurring revenue and SaaS growth supported resilience as cautious customer investment and lower non-recurring revenue weighed on results.
Structural cost actions lifted 9M EBITDA margin improvement to 237 bps; free cash flow before non-recurring items was €36.4m.
Financial highlights
Q3 revenue was €121.6m, flat at actual exchange rates and down 2% like-for-like; 9M revenue was €361.3m, down 4% like-for-like.
Q3 EBITDA before non-recurring items was €23.4m, up 10% like-for-like; 9M EBITDA was €57.1m, down 3% like-for-like.
Q3 net income was €10.4m versus €7.2m; 9M net income rose 10% to €20.1m, supported by lower tax expense and tax loss carryforwards.
9M recurring revenue rose 1% to €285.0m, or 79% of revenue; non-recurring revenue fell 21% to €76.2m.
9M gross margin was 74.5%, up 190 bps; overhead costs declined 2% to €241.6m.
Outlook and guidance
FY26 SaaS ARR and recurring contract revenue growth are expected below roadmap trajectories of 15% and 5%–8%, respectively.
FY26 structural EBITDA margin improvement is expected to exceed the 120–180 bps target range; 237 bps was achieved in 9M.
The security-ratio objective was reiterated, with a target above 100% in 2028; the ratio reached 99% in 9M.
Equipment backlog was €21.4m at September-end, with 90% expected to convert to revenue in Q4 2026.
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Latest events from Lectra
- Stable revenues and SaaS-driven margin gains support 2026-2028 growth targets.LSS
Q2 2026 - Strong SaaS and recurring revenue growth, robust governance, and AI focus drive resilience amid global uncertainty.LSSAGM 2026
- Recurring SaaS revenues rose 14% as order backlog offset revenue declines in Q1 2026.LSSQ1 2026
- ARR up 14%, gross margin at 72.9%, and SaaS-driven growth to boost EBITDA margin by 2028.LSSQ4 2025
- Recurring revenues and SaaS growth offset revenue decline, maintaining strong fundamentals.LSSQ3 2025
- Stable H1 2025 revenues and SaaS growth offset by EBITDA decline and tariff uncertainty.LSSQ2 2025
- Recurring and SaaS revenues drove H1 2024 growth, with EBITDA up 20% year-over-year.LSSQ2 2024
- Double-digit growth, SaaS momentum, and all AGM resolutions passed with strong approval.LSSAGM 2025
- Double-digit growth in 2024 driven by SaaS and Launchmetrics, with strong cash flow.LSSQ4 2024
Next Lectra earnings date
Q4 202611 Feb, 2027
Lectra
Next Lectra earnings date
Q4 202611 Feb, 2027
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Frequently asked questions
Lectra SA is a French technology company specializing in the development of industrial intelligence solutions encompassing software, automated cutting equipment, and associated services. The company's offerings are designed to support the digitization and optimization of product design, development, and manufacturing processes in various sectors, including fashion, automotive, and furniture. Lectra's solutions cater to a wide range of needs from garment manufacturing to car seat and interior production, airbags, and furniture. The company was founded in 1973 and maintains its research and development activities in Bordeaux-Cestas, France, while its corporate headquarters are located in Paris, Ile de France, France. Its shares are listed on the Euronext Paris stock exchange.