Lumine Group (LMN) Q3 2026 earnings summary

Executive summary

• Q3 revenue rose 55% YoY to $289.9M, including 3% organic growth; operating income increased 31% to $85.5M. Net income grew 3% to $25.5M.

• Year-to-date revenue increased 33% to $733.3M, while net income declined 13% to $60.0M, reflecting acquisition costs, higher amortization and financing costs.

Financial highlights

• Q3 revenue was $289.9M versus $186.7M YoY; 9M revenue was $733.3M versus $549.4M. Organic growth was 3% for both periods, before and after FX adjustment.

• Q3 operating income increased 31% to $85.5M; 9M operating income increased 17% to $218.7M.

• Q3 net income rose 3% to $25.5M; 9M net income fell 13% to $60.0M.

• Q3 CFO increased 44% to $66.9M and FCFA2S rose 27% to $53.9M; 9M CFO declined 6% to $155.2M and FCFA2S declined 14% to $129.7M.

Outlook and guidance

• More than $500M of capital was deployed year to date; the M&A pipeline is advancing, with acquisition investments subject to the stated hurdle rate.

• The operating model is intended to maintain core-business performance while onboarding and strengthening acquisitions; Quortex and Imagine Communications were in early margin-strengthening stages.