TomTom
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TomTom (TOM2) investor relations material

TomTom Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary15 Oct, 2026

Executive summary

  • Q3 revenue fell 6% YoY to €128.9m; EBIT was €6.0m, net income €5.1m and gross margin 90%.

  • Three divisions—Automated Driving, Location Intelligence and Navigation—were established on a shared Foundation, affecting ~200 roles globally.

Financial highlights

  • Q3 revenue was €128.9m versus €136.9m in Q3’25; YTD revenue was €392.7m versus €423.5m, down 7%.

  • Q3 EBIT was €6.0m versus €8.4m; net income was €5.1m versus €9.1m, and EPS was €0.04 versus €0.07.

  • Operating expenses fell 3% YoY to €110.6m; gross profit was €116.7m and gross margin improved to 90% from 89%.

  • YTD EBIT was €28.3m versus a €5.7m loss, and net income was €26.0m versus an €11.5m loss.

Outlook and guidance

  • FY26 revenue guidance narrowed to €505–530m from €495–555m; Location Technology revenue guidance is €450–470m, versus prior guidance of €435–485m.

  • FY26 operating margin guidance increased to ~4%, including an estimated €15m Q4 restructuring charge; excluding the charge, expected margin is ~7%.

  • Realignment is expected to generate €21m in annualized savings; Q4 OpEx is expected slightly below Q3, excluding restructuring.

  • 2027 Location Technology revenue growth was reiterated, supported by higher gross margins and a more efficient cost base; Navigation is expected to drive most reported segment growth.

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Frequently asked questions

TomTom N.V. develops navigation and mapping products, including digital maps, real-time traffic data, and software for automotive, enterprise, and consumer applications. The company provides location-based technologies used in connected and autonomous vehicles. It is headquartered in Amsterdam, Netherlands, and its shares are listed on Euronext Amsterdam.