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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.
Theon International
Theon International (THEON) investor relations material
Theon International Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary9 Nov, 2026
Executive summary
Q3 revenue grew 40.4% YoY to €134.1m; adjusted EBIT margin reached 26.2%, up 3.1 p.p. YoY.
9M revenue rose 37.1% YoY to €382.8m, with adjusted EBIT margin of 26.2%; FY26 guidance was reconfirmed.
Medium-term organic revenue growth guidance increased to >20% p.a. from >15%, reflecting stronger momentum and a broader product mix.
Financial highlights
Q3 adjusted EBIT was €35.1m versus €22.0m YoY, up 59.5%; Q3 revenue was €134.1m versus €95.5m.
9M adjusted EBITDA rose 48.4% to €107.3m; adjusted EBIT increased 44.4% to €100.2m.
9M order intake increased 22.5% to €285.2m; book-to-bill was 0.74x, with Q4 acceleration expected to support a FY26 target of c.1.0x.
Non-night-vision revenue contribution reached 17.6% in 9M 2026, versus 7.1% in 9M 2025.
Outlook and guidance
FY26 revenue guidance remains c.€600m, with an adjusted EBIT margin baseline of 26%.
FY26 capex is now expected at c.€25m versus prior guidance of c.€30m, reflecting investment phasing; the balance shifts into FY27.
Medium-term targets include organic revenue growth >20% p.a., adjusted EBIT margin >26%, and capex c.4% of revenue.
Further order-intake acceleration is expected in Q4, in line with seasonal patterns; strong momentum is expected to continue into early 2027.
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Latest events from Theon International
- Revenue up 35.4%, EBIT margin at 26.2%, and acquisitions drive strong growth outlook.THEON
H1 2026 - Q2 2026 revenue up 38%, profitability strong, and addressable market doubled to €8bn.THEONQ2 2026 TU
- Record order intake and robust growth support EUR 1 billion revenue target by 2029.THEONStatus update
- Q1 2026 revenue up 32.3% to €120.1M, with strong profit growth and major acquisitions.THEONQ1 2026 TU
- Record order intake and 26% revenue growth set the stage for ambitious 2026 targets.THEONH2 2025
- FY 2026 revenue guided at €570–600m, digital products to reach 25% of sales.THEONInvestor update
- Record FY 2025 results with 25.9% revenue growth and 182% order surge; 30% growth targeted for FY 2026.THEONQ4 2025 TU
- Record revenue growth, strong margins, and acquisitions drive global expansion.THEONH1 2024
- 61% revenue growth and strong margins in 2024 support robust FY25 outlook.THEONH2 2024
Next Theon International earnings date
Q3 202618 Nov, 2026
Theon International
Next Theon International earnings date
Q3 202618 Nov, 2026
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Frequently asked questions
Theon International Plc is a Malta-based company specializing in the design, manufacturing, and distribution of advanced optical and night vision systems. The company serves sectors such as defense, security, and law enforcement, providing high-performance solutions tailored to demanding operational environments. The company is headquartered in Birkirkara, Malta, and its shares are listed on the Malta Stock Exchange.