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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.
VAT Group
VAT Group (VACN) investor relations material
VAT Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary15 Oct, 2026
Executive summary
Record Q3 order intake of CHF 696.6m and net sales of CHF 376.4m, driven by AI- and technology-related semiconductor demand.
Backlog reached CHF 979.5m, with customer visibility extending six to eight quarters and supply-demand imbalance expected well into 2027.
Financial highlights
Q3 order intake rose 39.3% QoQ and 192.6% YoY; at constant currency, increases were 35.2% and 188.1%.
Q3 net sales increased 29.4% QoQ and 45.9% YoY; at constant currency, increases were 25.3% and 44.1%.
9M order intake was CHF 1,553.0m, up 113.5% YoY reported and 125.1% at constant currency; net sales were CHF 888.3m, up 8.9% and 15.0%, respectively.
Outlook and guidance
FY 2026 orders, sales, EBITDA, EBITDA margin, net income and free cash flow are expected above 2025 levels.
Q4 2026 sales guidance is CHF 420m–CHF 450m, with book-to-bill above 1; Q4 orders are expected at CHF 500m–CHF 600m.
2027 sales are expected significantly above prior CHF 1.5bn–CHF 1.7bn guidance; sales are expected to grow in Q1 and progressively through 2027.
Internal WFE planning assumes ~$200bn in 2027 and $250bn–$260bn in 2028.
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Latest events from VAT Group
- Record H1 orders and Atonarp acquisition drive growth amid semiconductor ramp-up.VACN
Q2 2026 - Q1 orders hit record highs despite sales delays; robust growth and ramp-up expected for 2026.VACNQ1 2026 TU
- Record 2025 results and robust outlook for 2026 driven by AI and semiconductor demand.VACNH2 2025
- Net sales up 24% and EBITDA up 22% YoY, with strong 2025 outlook despite FX headwinds.VACNH1 2025
- Q3 orders up 58% year-over-year, with strong semiconductor demand and robust 2025 outlook.VACNQ3 2024 TU
- Orders up 74% YoY, sales flat, EBITDA margin 30.1%, outlook strong for 2024–25.VACNH1 2024
- Aims to double WFE market growth with 15%+ CAGR, 30–37% EBITDA margin, and innovation focus.VACNCMD 2025
- Orders up 49%, semiconductor sales up 22%, and margins at record highs in 2024.VACNH2 2024
- Q1 2025 sales up 39% year-over-year, with strong semi growth and positive 2025 outlook.VACNQ1 2025 TU
Next VAT Group earnings date
H2 20262 Mar, 2027
VAT Group
Next VAT Group earnings date
H2 20262 Mar, 2027
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Frequently asked questions
VAT Group AG is a manufacturer of high-end vacuum valves used in semiconductor, display, and solar panel production. The company also supplies vacuum components and modules for advanced manufacturing processes in industrial and research applications. Its products support critical cleanroom and vacuum systems. The company is headquartered in Haag, Switzerland, and its shares are listed on the SIX.