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France's Dassault Systèmes Q3 revenue rises 5%, beats estimates

By Reuters News


Overview

  • France 3D software firm's Q3 revenue rose 5%, beating analyst expectations

  • Company completed ArisGlobal acquisition, expanding Life Sciences capabilities


Outlook

  • Dassault Systèmes raises FY26 revenue outlook to €6.399-€6.459 bln, growth of 4-5%

  • Company lifts FY26 operating margin target to 32.5%-32.7% and EPS growth to 6-7%

  • Company expects Q4 2026 revenue growth of 5-8%, including ArisGlobal contribution


Result Drivers

  • 3DEXPERIENCE PLATFORM - Co said 3DEXPERIENCE software revenue rose 25%, driven by customer adoption across industries

  • CLOUD SOFTWARE - Cloud software revenue increased 14%, reflecting customers’ focus on operational transformation and preparing for industrial AI at scale

  • ASIA GROWTH - Asia software revenue was up 12%, led by strong performance in China


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

EUR 1.55 bln

EUR 1.52 bln (9 Analysts)

Q3 Adjusted EPS

EUR 0.32

Q3 EPS

EUR 0.22

Q3 Adjusted Operating Margin

31.60%

Q3 Operating Margin

20.90%


Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 11 "hold" and 5 "sell" or "strong sell"

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

  • Wall Street's median 12-month price target for Dassault Systemes SE is €22.25, about 9.9% below its October 27 closing price of €24.69

  • The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 13 three months ago


Reuters Recommended Reads

  • Oct 27 - Orange raises 2026 profit outlook, talks up satellites as network boost

  • Oct 26 - Canada's Celestica Q3 revenue jumps 83% on higher customer demand, operating leverage; raises 2026 outlook

  • Oct 27 - Novartis slightly misses Q3 net sales estimates, but tops core EPS view


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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