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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.
Lenzing
Lenzing (LNZ) investor relations material
Lenzing Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
9M revenue fell 2.3% YoY to €1,926.3m; adjusted EBITDA was stable at €353.0m.
Q3 revenue rose 4.4% YoY to €658.8m; adjusted EBITDA increased 35% to €113.8m and adjusted margin reached 17.3%.
Restructuring charges of €36.6m and non-cash impairments of €136.1m weighed on reported results.
Strategic priorities include growing nonwovens, shifting textiles toward premium and specialty products, and strengthening pulp and biorefinery activities.
Financial highlights
Q3 reported EBITDA was €77.2m versus €71.8m; adjusted EBITDA was €113.8m versus €84.1m, with restructuring costs of €36.6m versus €12.3m excluded.
Q3 net loss was €165.9m versus €120.2m; loss attributable to shareholders was €179.3m versus €134.5m.
9M reported EBITDA was €316.4m versus €340.4m; adjusted EBITDA was €353.0m versus €352.7m.
9M EBIT was -€55.1m versus €20.6m; net loss was €130.3m versus €105.0m.
Q3 gross loss widened to €48.6m from €3.7m; 9M gross profit was €182.5m versus €266.6m.
Outlook and guidance
FY 2026 adjusted EBITDA guidance is €430m–€460m, above FY 2025’s €425.6m; outlook remains exposed to geopolitical, economic and industry-cycle risks.
Fiber and pulp pricing strengthened in Q3; elevated energy and raw-material costs are expected to persist, with Fiber largely passing costs through pricing.
The €120m performance program targets savings versus 2025, with full earnings impact expected by end-2027; strategy benefits are expected from 2027.
Medium-term targets include renewed revenue growth, €150m higher EBITDA, a 20%–25% EBITDA margin and leverage below 2.5x.
Q4 demand is strong and supply constrained; DWP prices were indicated at $930, with momentum potentially continuing into 2027.
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Latest events from Lenzing
- Net profit more than doubled and EBITDA margin rose, despite revenue decline and cost pressures.LNZ
Q2 2026 - Strategic shift to nonwovens, site closures, and a EUR 300mn capital increase to fund growth.LNZStatus update
- Positive net profit and strong cash flow in Q1 2026 despite revenue decline and uncertainty.LNZQ1 2026
- Adjusted EBITDA rose 7.6% to EUR 426 million despite a 2.3% revenue decline.LNZQ4 2025
- EBITDA rose over 63% as revenue, profit, and liquidity improved despite tariff uncertainty.LNZQ2 2025
- Revenue and EBITDA rose, free cash flow turned positive, and 2024 EBITDA guidance was confirmed.LNZQ3 2024
- EBITDA and free cash flow rose, specialty fibers and cost savings drove growth amid market headwinds.LNZQ2 2024
- EBITDA more than doubled and free cash flow turned positive despite trade and cost pressures.LNZQ1 2025
- EBITDA up 30%, specialty fiber share at 93%, and further gains expected in 2025.LNZQ4 2024
Next Lenzing earnings date
Q4 202618 Mar, 2027
Lenzing
Next Lenzing earnings date
Q4 202618 Mar, 2027
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Frequently asked questions
Lenzing AG is a chemical company that specializes in the production and marketing of cellulose fibers for the textile and nonwovens industries. Its product range includes lyocell fibers, filament yarn, modal fibers, viscose fibers, and various biorefinery products like acetic acid and xylose. These fibers find applications in the production of clothing, interiors, hygiene products, safety materials, engineered products, and packaging materials. Additionally, Lenzing provides mechanical construction, engineering, and consulting services. The company has a global footprint with production facilities located in Austria, the United Kingdom, the Czech Republic, China, the United States, Indonesia, and Thailand. The company is headquartered in Lenzing, Austria, and its shares are listed on the Vienna Stock Exchange.