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StrongPoint (STRO) investor relations material
StrongPoint Q3 2026 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was NOK 364.1m, up 14.0% YoY; EBITDA was NOK 17.6m versus NOK 13.8m, while rolling 12-month recurring revenue fell 4% to NOK 365m.
Strategic wins included Meijer’s first US Order Picking deployment and VILLOID’s AutoStore Pio project, expected to be the world’s largest Pio installation.
Financial highlights
Q3 revenue rose NOK 44m to NOK 364.1m; YTD revenue was NOK 1,048.7m, up 3.2%.
Q3 EBITDA was NOK 17.6m versus NOK 13.8m, with a 4.8% margin versus 4.3%; YTD EBITDA was NOK 32.4m versus NOK 31.4m.
Q3 net loss was NOK 2.4m versus net profit of NOK 17.1m; YTD net loss was NOK 19.1m versus net profit of NOK 5.7m.
Q3 EBIT was NOK 7.6m versus NOK 3.2m; YTD EBIT was NOK 0.9m versus a loss of NOK 0.4m.
EBITDA excluding option cost was NOK 18m versus NOK 14m in Q3 and NOK 34m versus NOK 34m YTD.
Outlook and guidance
Long-term ambitions remain healthy revenue growth and an EBITDA margin above 10%; quarterly results may vary with project deliveries and rollouts.
Cost actions over the next 9–12 months target external and internal costs, staffing alignment, productivity and core processes; AI is being considered to improve processes and customer offerings.
Successful implementation of signed Order Picking assignments is key to realizing projected recurring revenue; Meijer rollout was expected to continue before the holiday freeze and resume early in H1, while Sainsbury’s rollout aims to reach all stores.
- Q3 revenue and EBITDA fell amid retailer delays; cost cuts target NOK 20m in savings.STRO
Q3 2023 - Revenue and EBITDA rose, while ESL losses and rollout delays pressured recurring revenue.STRO
Q3 2026 - Q2 2026 revenue down 2% YoY, EBITDA hit by one-offs, but major contract wins boost outlook.STRO
Q2 2026 (Q&A) - Q2 revenue down 2% to 342 MNOK; international growth and new contracts offset Nordic decline.STRO
Q2 2026 - Expanding globally with leading Order Picking software and new Vusion partnership for growth.STRO
ABGSC Investor Days - Revenue and profitability improved, all proposals passed, and a new Chair was elected.STRO
AGM 2026 - Flat revenue, stable EBITDA, and 3% recurring revenue growth amid international gains and new partnerships.STRO
Q1 2026 (Q&A) - Flat Q1 2026 revenue and EBITDA, with strong UK growth and major new contracts secured.STRO
Q1 2026 - Q4 2025 saw 1% revenue growth, 7% higher recurring revenue, and EBITDA hit by one-offs.STRO
Q4 2025 (Q&A)
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