EKINOPS (EKI) Q3 2026 TU earnings summary

Executive summary

• Q3 2026 revenue reached €31.9m, up 43% YoY and 4% QoQ; nine-month revenue rose 13% to €90.1m.

• FY 2026 growth target raised to high single digits, supported by momentum across business lines and North America, with supply constraints posing delivery risk.

Financial highlights

• Q3 revenue was €31.9m, up 43% YoY (42% at constant scope and exchange rates) and 4% sequentially vs. Q2 2026.

• Nine-month revenue totaled €90.1m, up 13% YoY (11% at constant scope and exchange rates).

• Quarterly revenue included €1.8m from Olfeo; Chimere’s contribution remained non-material, as expected.

Outlook and guidance

• FY 2026 growth is now targeted at high single digits, versus the prior single-digit growth target.

• Initial deliveries of PTM products for the DCI market and sovereign SASE solutions remain scheduled for year-end, in line with plan.

• First deployments under the Proximus framework agreement are expected to support growth in 2026.