Logic Instrument (ALLOG) Q3 2026 TU earnings summary

Executive summary

• 9M 2026 revenue reached €59m, up 127% YoY, driven notably by defense; 2026 revenue target remains above €75m, with significantly improved H2 profitability expected.

Financial highlights

• Unaudited revenue was €59m through September 2026 versus €26m in the same period of 2025, an increase of €33m.

Outlook and guidance

• 2026 revenue target confirmed at more than €75m; significant H2 2026 profitability improvement expected.

• 2027 roadmap preparation targets double-digit growth and a marked improvement in profitability.

• Two major contracts are under consideration, one in the US and one in Germany.

• Defense team expansion is planned; a dedicated site for intermediate defense-drone assembly and maintenance is under consideration.