)
)
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.
VusionGroup
VusionGroup (VU) investor relations material
VusionGroup Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary20 Oct, 2026
Executive summary
Q3 adjusted sales rose 25.2% YoY to €445.0m; 9M adjusted sales reached €1,284.3m, up 27.8% and 41% at constant exchange rates and tariffs.
Q3 order entries hit a record €462m, up 10%; 9M order entries totaled €1,143m.
FY26 revenue, VAS growth and adjusted EBITDA margin guidance was reaffirmed.
Financial highlights
Q3 IFRS sales were €432.6m, up 24.4% YoY; adjusted sales were €445.0m, up 25.2%, or 49% at constant exchange rates and tariffs.
9M IFRS sales were €1,252.4m, up 30.2% YoY; adjusted sales were €1,284.3m, up 27.8%, or 41% at constant exchange rates and tariffs.
Q3 VAS revenue was €77m, up 45% YoY; 9M VAS was €202m, up 40% and ~16% of sales versus 14% for FY25.
9M recurring VAS revenue reached €100m, up 77%; Q3 annualized recurring VAS revenue was €154m, up 82%.
Americas & Asia-Pacific 9M adjusted sales were €954.1m, up 35.1%; EMEA sales were €330.2m, up 10.7%.
Outlook and guidance
FY26 adjusted revenue growth guidance remains 15%-20% at constant exchange rates and tariffs; estimated adjusted revenue is €1.600bn-€1.680bn after FX and tariff impacts.
FY26 VAS growth is expected at ~40%; adjusted EBITDA margin improvement is expected to exceed 100 bps, with operating free cash flow continuing to grow.
EMEA FY26 revenue growth is expected at 15%-20%, with stronger Q4 growth; full-year order entries are expected to exceed 2025, with ~€1bn targeted for H2.
Q4 order intake is expected to remain strong, supported by the pipeline and ongoing negotiations.
Subject to completion of the ISM acquisition, pro forma annual VAS revenue is expected to reach ~€400m; completion was expected in the coming weeks.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from VusionGroup
- H1 2026 saw 29% revenue growth, 48% higher EBITDA, and strong VAS momentum.VU
Q2 2026 - H1 2026 revenue up 29%, VAS up 39%, and In-Store Media acquisition drive strong outlook.VUQ2 2026 TU
- Q1 2026 revenue up 26% adjusted, 34% IFRS, with strong VAS growth and positive outlook.VUQ1 2026 TU
- Record revenue and EBITDA growth in 2025, with strong cash and positive 2026 outlook.VUH2 2025
- Q3 2025 adjusted sales surged 59% year-over-year, driven by major UK contracts and cloud growth.VUQ3 2025 TU
- Record order intake and US growth drove strong H1 results and higher margin guidance.VUH1 2024
- Record Q3 sales and US-driven growth support €1B full-year target and higher profitability.VUQ3 2024 TU
- Record Q1 orders and 31% adjusted-sales growth underpin reaffirmed FY2025 guidance.VUQ1 2025 TU
- Record revenue, cash flow, and Walmart-driven US growth set up 40% expansion in 2025.VUH2 2024
Next VusionGroup earnings date
CMD 202618 Nov, 2026
VusionGroup
Next VusionGroup earnings date
CMD 202618 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
VusionGroup S.A., formerly known as SES-imagotag, specializes in the development of retail IoT technologies. The company offers a VUSION Retail IoT platform designed to transform physical stores into digital assets. This platform enhances store operations through digital price tags and connected shelves, which improve pricing accuracy, inventory management, and customer engagement. VusionGroup's solutions also focus on increasing employee productivity by automating routine tasks and providing real-time, accurate information on product availability and location. This aids retailers in reducing inventory waste and enhancing the shopping experience with better product, nutritional, and traceability information directly at the shelves. The company is headquartered in Nanterre, France, and its shares are listed on the Euronext Paris.