Exail Technologies (EXA) Q3 2026 TU earnings summary
Event summary combining transcript, slides, and related documents.
Q3 2026 TU earnings summary
14 Oct, 2026Executive summary
Q3 2026 revenue reached €121 million, up 21% organically; order intake was €97 million, up 15% YoY.
9M revenue was €396 million, up 25% organically, while backlog stood at €1.001 billion at September-end.
Financial highlights
Q3 consolidated revenue rose 16% reported and 21% organically; 9M revenue rose 22% reported and 25% organically.
Q3 order intake increased 15% to €97 million; 9M intake totaled €325 million versus €697 million in 9M 2025.
Backlog was €1.001 billion at period-end, down 7% YoY from €1.081 billion.
Outlook and guidance
2026 objective confirmed: double-digit revenue growth, with current EBITDA growth exceeding revenue growth.
Commercial outlook remains favorable, with major mine-countermeasure tenders underway and a strong pipeline, including significant U.S. and Asian opportunities.
Latest events from Exail Technologies
- Organic growth of 27% and EBITDA growth of 43% lifted H1 margin to 23%.EXA
H1 2026 - Q2 2026 delivered 17% organic revenue growth and a major acquisition agreement with Thales.EXA
Q2 2026 TU - Strong growth and scaling in maritime robotics and navigation, driven by global defense demand.EXA
AI & Technology Virtual Investor Conference - Q1 2026 revenue rose 40% year-over-year, with robust growth in navigation and robotics.EXA
Q1 2026 TU - Record order intake and EBITDA growth, with improved margins and strong financial outlook.EXA
H2 2025 - Q4 revenue up 26%, order intake up 87%, and 2026 targets double-digit growth.EXA
Q4 2025 TU - Record order intake and 35% revenue growth led to higher EBITDA and a return to profit.EXA
H1 2025 - Revenue up 5% and order intake surged 16%, supporting double-digit growth targets.EXA
H1 2024 - Record orders, margin gains, and a major drone contract drive strong growth outlook.EXA
H2 2024