Lumibird (LBIRD) Q3 2026 TU earnings summary

Executive summary

• 9M 2026 revenue was €168.8m, up 8.8% reported and 10.3% on a constant-currency and scope basis; Q3 revenue rose 12.0% to €54.1m.

• Photonics revenue grew 13.5% to €86.8m in 9M, while Medical revenue increased 4.3% to €82.0m.

Financial highlights

• Q1 revenue was €49.7m, up 0.7% reported and 4.1% like for like; Q2 was €65.0m, up 13.1% and 14.6%, respectively.

• Q3 revenue reached €54.1m, up 12.0% reported and 11.6% like for like; 9M revenue was €168.8m versus €155.1m in 2025.

• 9M Photonics revenue was €86.8m, up 13.5% reported and 14.9% like for like; Medical was €82.0m, up 4.3% and 5.8%, respectively.

Outlook and guidance

• A record Q4 is anticipated for both Photonics and the overall business, supported by the order book and deliveries scheduled through year-end.

• Q4 growth expectations are underpinned by Defence & Space and Medtech programme ramps and continued Medical recovery.

• Beyond 2026, the Photonics order book supports growth prospects and customer programme activity.