Barco (BAR) Q3 2026 TU earnings summary

Executive summary

• 3Q26 order intake was €215.7m, down 3% YoY; sales were €228.6m, up 1% including VerVent, with growth in the Americas. Orderbook was €553.9m, up 3% YoY.

• Recurring revenue grew 6% YoY and represented 13% of sales; divisional performance was mixed, with Control Rooms growth offset by softer Entertainment and Meeting Experience demand.

Financial highlights

• 3Q26 sales were €228.6m versus €227.1m in 3Q25; order intake was €215.7m versus €222.1m.

• YTD 3Q26 sales totaled €646.7m, down 5% YoY; Entertainment was down 2%, Enterprise down 7%, and Healthcare down 9%.

• 3Q26 divisional sales: Entertainment €115.3m, up 3% YoY; Enterprise €54.3m, down 3%; Healthcare €58.9m, flat.

Outlook and guidance

• FY26 sales are expected to be slightly below last year, with an EBITDA margin around 11%, on a like-for-like basis; actual results may differ materially.

• Strong summer box office in the Americas and EMEA is expected to support further cinema lamp-to-laser investments in coming periods.