Highlights
Summary Highlights[1]
(Second quarter 2026 unaudited, IFRS & non-IFRS, operating cash flow in IFRS,
all growth rates in constant currencies, unless otherwise noted)
• Total revenue up 4% in 2Q26 driven by subscription up 8%
• 3DEXPERIENCE software revenue and cloud software revenue both up 14%, mainly driven by Manufacturing Industries
• Annual Run Rate growth of 6% versus last year[2], reflecting the continued strengthening of our business model
• Non-IFRS operating margin of 30%, and non-IFRS diluted EPS up 8% at €0.31
• Operating cash flow up 11% in the first half, supported by strong cash conversion
• Confirming non-IFRS full-year objectives, capitalizing on first half achievements
• Dassault Systèmes expands the 3DEXPERIENCE AI-native agentic platform with new Virtual Companion skills to co-engineer with humans
• Expanding our leadership in Life Sciences with the acquisition of ArisGlobal, creating a unified AI intelligence platform connecting molecule, patient & real-world outcomes
Pascal Daloz, Dassault Systèmes’ Chief Executive Officer and Chairman of the Board, commented:
“We delivered another quarter in line with our objectives, with sequential improvement reflecting the continued strengthening of our subscription model and growing customer momentum. Major competitive wins, accelerating cloud adoption, and continued diversification reinforce our confidence in delivering sustainable growth.
We further strengthened our position across High-Tech, New Space, and Consumer industries, with more customers adopting the 3DEXPERIENCE Cloud as the platform of choice to prepare for AI-powered Virtual Twins at enterprise scale.
Our conviction in Life Sciences has never been stronger. As the industry enters a new era shaped by AI-driven innovation, advanced therapies, and increasing regulatory complexity, the next wave of productivity will not come from disconnected point solutions. It will come from a unified platform connecting discovery, clinical development, manufacturing, quality, safety, and regulatory intelligence.
Today's acquisition of ArisGlobal marks a major step forward in executing that vision. By combining our leadership in scientific modeling and simulation with their expertise in safety and regulatory intelligence, we are creating the industry’s first AI platform that unifies real-world evidence with virtual evidence. This will help customers accelerate innovation, strengthen compliance, and bring more effective therapies to patients faster. Together, we are uniquely positioned to lead the digital transformation of Life Sciences.
As AI is becoming the new interface to industry, our 3DEXPERIENCE platform is evolving into an agentic platform, where Virtual Companions work alongside engineers, designers, scientists and manufacturers to accelerate decision-making and execution. Built on decades of scientific knowledge, industry expertise and enterprise data and simulation, they deliver trusted and actionable intelligence while preserving the scientific accuracy, governance and workflow continuity our customers depend on. By bringing together modeling, simulation, enterprise data and AI, we are building the next generation of industrial co-creation platform, helping customers transform their businesses faster, more sustainably and with greater confidence."
[1] IFRS figures for 2Q26: Total revenue of €1.56 billion, operating margin of 23.0% compared to 15.9% in 2Q25, and diluted EPS of €0.22 compared to €0.17 in 2Q25.
[2] At FY26 plan currency rates
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