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