Accelevation (ACCV) Q3 2026 earnings summary

Executive summary

• Q3 revenue rose 65.9% YoY to $202.2M; bookings increased 364% to $768.9M and backlog grew 329% YoY to $1.7B.

• Adjusted EBITDA increased 30.8% to $37.7M, while GAAP net income fell to $3.2M from $13.6M.

• Management cited accelerating end markets, robust demand, market-share gains and productivity as drivers of performance and future growth.

Financial highlights

• Q3 revenue was $202.2M, up 65.9% YoY; gross profit rose 40.4% to $59.2M.

• Operating income was $18.2M, up 0.7% YoY; net income declined 76.9% to $3.2M.

• 9M revenue increased 128.0% to $639.7M; net income rose 355.5% to $22.5M.

• Q3 operating cash flow was $62.5M vs. an outflow of $0.6M; free cash flow was $55.0M vs. an outflow of $3.3M.

Outlook and guidance

• FY2026 revenue guidance is $905M–$915M, representing stated YoY growth of 102%–104%.

• FY2026 Adjusted EBITDA guidance is $155M–$165M, with stated YoY growth of 71%–82%.

• Guidance reflects information available Nov. 12, 2026, and may be affected by factors outside management’s control; no reconciliation of Adjusted EBITDA guidance was provided because excluded items cannot be reasonably estimated without unreasonable effort.