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Basler 9M sales rise on semiconductor and data-center demand, lifts 2026 outlook

By Reuters News


Overview

  • Germany computer vision tech firm's preliminary 9-mo sales rose 35% yr/yr to EUR 227.4 mln

  • Incoming orders for 9-mo climbed 62% to EUR 278.6 mln

  • Company raised 2026 sales and EBIT margin forecast after strong results and high order backlog


Outlook

  • Basler raises 2026 sales forecast to EUR 295-300 mln from EUR 270-290 mln

  • Company now expects 2026 EBIT margin of 17.5%-19.5%, up from 12.5%-14.5%

  • Forecast reflects ongoing supply chain strain and impact from Sony Kumamoto earthquake


Result Drivers

  • REGIONAL MOMENTUM - Co said EMEA and Asia provided material growth momentum in Q3

  • SECTOR DEMAND - Demand driven by applications in semiconductor and electronics manufacturing, data centers, and logistics automation

  • PROFITABILITY FACTORS - High production capacity utilization, efficiency measures, and positive one-time effects contributed to earnings performance; some effects are non-recurring


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

9M Sales

EUR 227.40 mln

9M EBITDA

EUR 61.60 mln

9M Free Cash Flow

EUR 31 mln

9M Orders

EUR 278.60 mln


Analyst Coverage

  • The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the office equipment peer group is "buy."

  • Wall Street's median 12-month price target for Basler AG is €29.00, about 34.3% above its October 28 closing price of €21.60

  • The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 30 three months ago


Reuters Recommended Reads

  • Oct 27 - Switzerland's INFICON Q3 sales jump, lifts FY outlook on firm semiconductor demand

  • Oct 29 - Germany's Aixtron Q3 revenue rises on AI demand

  • Oct 27 - Netherlands' ASM International Q3 revenue jumps on strong growth in memory sales


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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