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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.
The Platform Group
The Platform Group (TPG) investor relations material
The Platform Group 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 2026 GMV rose 19.4% to €1,076.9m and net revenue rose 17.1% to €622.7m, with growth described as almost entirely organic.
Adjusted EBITDA increased 16.4% to €53.3m; leverage declined to 1.7x, its lowest level since 2022.
Strategy emphasized consolidation, debt reduction, AI-led efficiency and active portfolio management; FY 2026 guidance was reaffirmed.
Financial highlights
9M net revenue was €622.7m vs €531.6m; GMV was €1,076.9m vs €902.1m.
Adjusted EBITDA was €53.3m, up 16.4%, with an 8.6% margin; reported EBITDA was €57.5m vs €59.4m.
Net income rose 6.5% to €44.4m; EPS fell 16.7% to €1.69 from €2.03, reflecting an increased share count.
Gross margin declined to 35.0% from 36.7%; discounting and lower partner take rates in Freight Goods contributed to pressure.
Other revenue was €12.0m vs €16.3m; PPA effects were €3.3m vs €12.6m.
Outlook and guidance
FY 2026 guidance excluding AEP was reaffirmed: €1.0bn revenue, €70–80m adjusted EBITDA and €1.7bn GMV.
Guidance also includes more than 18,000 partners and leverage of 1.5–2.3x; AEP closing conditions remain pending.
Pro forma guidance including AEP is €2.0bn revenue, €90–100m adjusted EBITDA, €3.0bn GMV and more than 25,000 partners.
FY 2026 M&A plan calls for 5–6 acquisitions and 2 divestments; net debt/adjusted EBITDA target is 1.0–1.4x by 2030.
Optics & Hearing is expected to generate €55–60m revenue in 2026 at a 25% EBITDA margin.
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Latest events from The Platform Group
- H1 2026: revenue up 23%, EBITDA up 23%, guidance confirmed, leverage at 1.8x.TPG
Q2 2026 - Rising B2B volumes, M&A focus, AI cost cuts, and bond buybacks drive growth and efficiency.TPGInvestor update
- Q1 2026 revenue up 51%, EBITDA up 37%, leverage reduced, and partner base at record high.TPGQ1 2026
- Record 2025 growth, AEP acquisition, and €2B+ 2026 revenue guidance.TPGQ4 2025 TU & M&A
- 2026 guidance raised to €1bn revenue and €70–80m EBITDA, led by pharma and optics deals.TPGInvestor Update
- H1 2024: GMV +20%, revenue +24%, EBITDA +33%, net profit +32%, guidance confirmed.TPGQ2 2024
- 2025 targets €1.2bn GMV, €40–42m EBITDA, and expansion to 30 industries with scalable tech.TPGCMD 2025
- Q1 2025 saw record GMV, revenue, and profit growth, with guidance raised for 2025–2026.TPGQ1 2025
- Raised 2025 guidance after record revenue and EBITDA growth, driven by platform and M&A.TPGQ4 2024
Next The Platform Group earnings date
Q4 202626 Jan, 2027
The Platform Group
Next The Platform Group earnings date
Q4 202626 Jan, 2027
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Frequently asked questions
The Platform Group AG is a Germany-based company specializing in digital platform solutions across various industries. The company develops and operates e-commerce and technology-driven business models, focusing on sectors such as fashion, furniture, healthcare, and industrial goods. It integrates digital marketplaces, software solutions, and logistics services to support businesses in transitioning to online sales channels. The company is headquartered in Wiesbaden, Germany, and its shares are listed on the FWB.