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Nedap (NEDAP) investor relations material
Nedap Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue rose 7% YoY, with key-market growth of 9%; recurring revenue increased 17% YTD and represented 42% of total revenue.
Customer demand continued across markets, with recurring revenue growing in all four key markets; progress remained on track with the Step Up! strategy.
Financial highlights
Q3 revenue was €76.0m vs €71.3m in Q3 2025, up 7%; YTD revenue was €228.1m vs €206.1m, up 11%.
Q3 recurring revenue was €32.4m vs €27.8m, up 17%; YTD recurring revenue was €95.7m vs €82.0m, up 17%.
Outlook and guidance
H2 2026 revenue is expected to grow compared with H2 2025.
Continued investment will focus particularly on the technology platform, AI, and cybersecurity.
- Revenue and profit surged, recurring revenue rose, and net debt turned negative.NEDAP
Q2 2026 - Q1 2026 revenue rose 14.3% year-over-year, driven by recurring and Livestock segment growth.NEDAP
Q1 2026 TU - Revenue and profit surged, dividend increased, and all key markets delivered strong growth.NEDAP
Q4 2025 - Q3 2025 revenue up 15% year-over-year; CEO transition planned for April 2026.NEDAP
Q3 2025 TU - Strong revenue and profit growth driven by all key markets, with positive outlook maintained.NEDAP
Q2 2025 - Aims for high single-digit growth and €100M+ SaaS revenue, led by digital twin innovation.NEDAP
CMD 2024 - Q3 revenue down 7% year-over-year, but recurring revenue up 20% and Healthcare, Retail segments grew.NEDAP
Q3 2024 TU - Recurring revenue up 20% to 39% of total, despite 8% drop in H1 revenue.NEDAP
Q2 2024 - Q1 2025 revenue up 10% (excl. scale-down), recurring revenue up 12%, new €35M credit facility.NEDAP
Q1 2025 TU
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