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OC Oerlikon (OERL) investor relations material
OC Oerlikon Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 order intake rose 15% at constant FX and sales increased 10%, confirming positive business momentum; full-year 2026 guidance raised in H1 was reaffirmed.
Growth was supported by Aviation, Energy and General Industries, while Automotive remained weak and Luxury showed signs of stabilization.
Financial highlights
Q3 2026 order intake was CHF 458 million, up 15.9% reported and 14.9% on a comparable basis YoY.
Q3 2026 sales were CHF 421 million, up 10.8% reported and 10.1% on a comparable basis YoY.
Outlook and guidance
Full-year 2026 financial guidance, raised in H1, was reaffirmed following Q3 performance and based on the current order backlog.
- Surface Solutions grew, but the filament downturn drove weaker earnings and 2024 sales guidance.OERL
Q4 2023 - Aims for CHF 2B+ sales and 20%+ EBITDA margin by 2030, leveraging innovation and megatrends.OERL
CMD 2026 - Order intake up 19%, sales up 6.7%, and guidance raised after Barmag sale and margin gains.OERL
Q2 2026 - Order intake surged 18% and sales climbed 5% year-over-year, driven by robust materials demand.OERL
Q1 2026 - Pure-play transformation completed; strong orders and stable sales amid headwinds.OERL
Q4 2025 (Media) - Order intake up 6.5%, stable sales, margin at 17.3%, and leverage improved post-divestment.OERL
Q4 2025 - Raised 2024 EBITDA margin guidance to 16% amid stable profitability and ongoing transformation.OERL
Q3 2024 - 2024 margin guidance raised as operational EBITDA margin improved to 16.0%.OERL
Q2 2024 - Operational EBITDA margin rose to 16.6% despite a 9% sales drop, with division separation advancing.OERL
Q4 2024
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Next OC Oerlikon earnings date
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