Lumine Group
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Lumine Group (LMN) investor relations material

Lumine Group Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary4 Nov, 2026

Executive summary

  • Q3 revenue rose 55% YoY to $289.9M, including 3% organic growth; operating income increased 31% to $85.5M. Net income grew 3% to $25.5M.

  • Year-to-date revenue increased 33% to $733.3M, while net income declined 13% to $60.0M, reflecting acquisition costs, higher amortization and financing costs.

Financial highlights

  • Q3 revenue was $289.9M versus $186.7M YoY; 9M revenue was $733.3M versus $549.4M. Organic growth was 3% for both periods, before and after FX adjustment.

  • Q3 operating income increased 31% to $85.5M; 9M operating income increased 17% to $218.7M.

  • Q3 net income rose 3% to $25.5M; 9M net income fell 13% to $60.0M.

  • Q3 CFO increased 44% to $66.9M and FCFA2S rose 27% to $53.9M; 9M CFO declined 6% to $155.2M and FCFA2S declined 14% to $129.7M.

Outlook and guidance

  • More than $500M of capital was deployed year to date; the M&A pipeline is advancing, with acquisition investments subject to the stated hurdle rate.

  • The operating model is intended to maintain core-business performance while onboarding and strengthening acquisitions; Quortex and Imagine Communications were in early margin-strengthening stages.

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Frequently asked questions

Lumine Group Inc. (Ticker: LMN) is a global acquirer and operator of companies specializing in communications and media software. With a strategy of buying and holding businesses for the long term, Lumine Group focuses on acquiring companies with potential for sustainable growth, improving their core profitability, and then investing in them to accelerate growth. The group prides itself on being home to one of the world's largest communications and media software networks, housing award-winning, market-leading companies within niche segments of the industry. By enabling its portfolio companies to remain independent while focusing on customer and employee needs, Lumine Group fosters continuous innovation and stronger business performance across its network. The company is headquartered in Mississauga, Ontario, Canada and its shares are listed on the TSX.