Comet (COTN) Q3 2026 TU earnings summary

Executive summary

• Q3 net sales rose 51.9% YoY to CHF 155.6m; strong semiconductor demand and order intake supported an upgraded FY26 outlook.

• Incoming orders reached CHF 275.6m, up 170.0% YoY, with a 1.77 book-to-bill ratio.

Financial highlights

• Q3 net sales CHF 155.6m vs CHF 102.5m, up 51.9% reported and 49.9% at constant exchange rates.

• 9M net sales CHF 395.5m vs CHF 329.6m, up 20.0% reported and 24.3% at constant exchange rates.

Outlook and guidance

• FY26 net sales guidance increased to CHF 570–590m; reported EBITDA margin expected at 17.0%–19.0%.

• EBITDA margin guidance includes one-time costs of up to 3 percentage points from the Penang ramp-up and ongoing efficiency measures.

• A significant share of the order book is scheduled for delivery well into 2027, strengthening business visibility.