Highlights
Summary Highlights[1]
(Third quarter 2026 unaudited, non-IFRS, operating cash flow in IFRS,
all growth rates in constant currencies, unless otherwise noted)
- Total revenue and software revenue up 5% in 3Q26, at the high end of our objectives, with ARR consistent growth of 6%, underscoring the traction of our recurring business
- 3DEXPERIENCE software revenue up 25% and cloud software revenue up 14%
- Operating margin up 150 bps at 31.6%, and diluted EPS up 8% at €0.32, above our objectives
- Operating cash flow up 20% year-to-date, supported by strong cash conversion of 111%, compared to 97% last year
- Completion of ArisGlobal acquisition and appointment of Dr. Ashwini Zenooz as Executive Vice President and CEO, Life Sciences & Healthcare
- Improving full-year objectives: new revenue range of €6.399 - €6.459 billion, reflecting 4% to 5% growth, from previous range of 3% to 5%. Raising operating margin range to 32.5% - 32.7%, and EPS growth range to 6% - 7%. This includes ArisGlobal contribution.
[1] IFRS figures for 3Q26: Total revenue of €1.55 billion compared to €1.46 billion in 3Q25, operating margin of 20.9% compared to 20.7% last year, and diluted EPS of €0.22 compared to €0.20 last year; IFRS figures for YTD26: Total revenue of €4.62 billion, operating margin of 22.3% compared to 18.6% in 3Q25, and diluted EPS of €0.66 compared to €0.57 last year.



