Dassault Systèmes: Strong Q3 Performance with Improved FY26 Objectives and a Step Change in Life Sciences

Source: Dassault Systèmes•

Dassault Systèmes: Strong Q3 Performance with Improved FY26 Objectives and a Step Change in Life Sciences

VELIZY-VILLACOUBLAY, France — October 28, 2026 — Dassault Systèmes (Euronext Paris: FR0014003TT8, DSY.PA) today reports its IFRS unaudited estimated financial results for the third quarter 2026 and nine months ended September 30, 2026. The Group’s Board of Directors approved these estimated results on October 27, 2026. This press release also includes financial information on a non-IFRS basis and reconciliations with IFRS figures in the Appendix.

Summary Highlights

(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.

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.

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