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WEG (WEGE3) investor relations material

WEG 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 summary22 Oct, 2026

Executive summary

  • 3Q26 net revenue was R$10,860.8m, up 5.7% YoY and 7.1% QoQ; external markets reached a record 62.5% of revenue.

  • Growth reflected external-market demand and Brazilian long-cycle project deliveries, despite softer demand in some domestic markets and real appreciation.

Financial highlights

  • EBITDA was R$2,345.2m, up 3.1% YoY; net income attributable to controlling shareholders was R$1,665.2m, up 0.9%.

  • 9M26 revenue declined 0.3% YoY to R$30,472.7m; EBITDA fell 0.7% to R$6,660.6m and net income fell 2.2% to R$4,681.0m.

  • Gross margin was 32.9%, down 0.7 pp YoY; SG&A was R$1,274m, up 7.0%.

  • Adjusted for acquired businesses, quarterly revenue grew 5.6% YoY; external-market revenue rose 13.4% in weighted local currencies.

Outlook and guidance

  • Capacity expansion and operational efficiency remain priorities; management cited favorable opportunities and expects continued growth while monitoring market dynamics.

  • Healthy long-cycle industrial order intake supports the order book for coming quarters; North American T&D and generator demand support GTD momentum.

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Frequently asked questions

WEG S.A. engages in the production and trade of capital goods in Brazil and internationally. The company operates in two segments, Capital Goods and Distribution of Electricity. The Capital Goods segment involves in the production of electric motors with single or three-phase windings (in frames and without frames), induction motors, all speed motors, pumps, compressors, fans, blowers and hydraulic motors. WEG S.A. is based in Jaragua do Sul, Brazil.