Germany's ATOSS Software 9-month revenue rises 12%, EBIT margin improves

By Reuters News


Overview

  • Germany workforce management software firm's 9-month revenue rose 12% yr/yr to EUR 155.8 mln

  • EBIT margin for the period improved to 37% from 35% a year earlier

  • Company raised full-year EBIT margin forecast to around 37%, expects revenue at lower end of guidance


Outlook

  • ATOSS expects 2026 revenue at the lower end of EUR 210 mln to EUR 215 mln range

  • Company raises 2026 EBIT margin forecast to around 37%

  • Company sees continued strong growth in recurring revenue for 2026


Result Drivers

  • CLOUD & SUBSCRIPTIONS - Revenue from Cloud & Subscriptions rose 26% yr/yr to EUR 85.2 mln, accounting for 55% of total revenue, and was the main driver of software revenue growth

  • RECURRING REVENUE - Recurring revenue advanced 17% yr/yr to EUR 113.8 mln, making up 73% of total revenue, supported by growth in Cloud & Subscriptions

  • COST MANAGEMENT & AI PRODUCTIVITY - EBIT margin improvement attributed to rigorous cost management and AI-driven productivity gains, especially in Innovation & Development


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

9M Revenue

EUR 155.80 mln

9M EPS

EUR 2.45

9M Net Income

EUR 38.96 mln

9M EBIT

EUR 57.29 mln

9M EBITDA

EUR 60.89 mln

9M Pretax Profit

EUR 58.05 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the software peer group is "buy"

  • Wall Street's median 12-month price target for ATOSS Software SE is €115.00, about 19.9% above its October 22 closing price of €95.90

  • The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 19 three months ago


Reuters Recommended Reads

  • Oct 21 - Software provider SAP Q3 revenue rises on cloud business growth

  • Oct 20 - France's OVHcloud slightly beats FY2026 revenue estimates on strength in public cloud segment

  • Oct 21 - Sweden's HMS Networks Q3 sales rise 15%, meet expectations


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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