Loomis (LOOMIS) Q3 2026 earnings summary

Executive summary

• Q3 revenue reached a record SEK 8,161m, up 6.8% reported, 6.6% currency-adjusted and 5.8% organically; EBITA was a record SEK 1,229m, with margin at 15.1% vs. 13.2%.

• Net income rose to SEK 690m from SEK 528m; basic EPS increased to SEK 10.31 from SEK 7.80.

• Growth was led by the USA and Automated Solutions; International and acquisitions also contributed, with acquisitions adding 0.8% to growth.

Financial highlights

• Gross income rose to SEK 2,466m from SEK 2,202m; EBIT increased to SEK 1,152m from SEK 938m, with EBIT margin of 14.1% vs. 12.3%.

• Nine-month revenue was SEK 23,542m, up 3.6% reported and 8.3% currency-adjusted; EBITA was SEK 3,277m vs. SEK 2,837m, with a 13.9% margin vs. 12.5%.

• Nine-month net income was SEK 1,828m vs. SEK 1,388m; basic EPS was SEK 27.31 vs. SEK 20.37.

• Q3 restructuring and other items affecting comparability were SEK -24m; nine-month charges were SEK -54m vs. SEK -208m a year earlier.

Outlook and guidance

• 2025–2027 targets are 5–7% annual currency-adjusted revenue CAGR and 12–14% EBITA margin; rolling 12-month margin was 13.7%, in the upper part of the target range.

• Q4 International is expected to be strong but below Q4 2025; Hermes is expected to contribute to revenue and profitability from Q4.

• European ATM rollout is expected to be largely complete by year-end; France revenue headwinds are expected to remain at Q3 levels in Q4, with slight improvement early next year.

• SafePoint Smart Safe rollout for a large U.S. retailer is expected to affect results from Q1 2027, with 2,000 units planned; Q4 restructuring is expected, with full-year costs SEK 50m–SEK 100m below the prior fiscal year.