Exosens (EXENS) Q3 2026 TU earnings summary

Executive summary

• 9M 2026 revenue rose 18.0% to €386.9m, including 14.4% LFL growth; Q3 growth accelerated to 23.5%, including 20.5% LFL, on strong demand and faster capacity ramp-up.

• Faster-than-expected European production ramp-up and continued commercial momentum support the confirmed upgraded 2026 outlook.

Financial highlights

• 9M revenue increased €59.1m YoY; acquisitions contributed alongside 14.4% LFL growth.

• Adjusted gross margin rose 16.1% to €194.9m; the margin rate declined 85 bps YoY to 50.4%.

Outlook and guidance

• FY 2026 revenue guidance is €558m–€570m; adjusted EBITDA guidance is €186m–€192m.

• At guidance midpoints, 2026 implies ~20% revenue growth and ~25% adjusted EBITDA growth vs. 2025, with further profitability improvement.

• 2027 guidance is scheduled with FY 2026 results on 22 February 2027.