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Renishaw (RSW) investor relations material

Renishaw Q3 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 TU earnings summary6 May, 2026

Executive summary

  • Achieved record 9M revenue of £571.6m, up 9.5% year-over-year at actual exchange rates and 13.5% at constant exchange rates.

  • Q3 delivered record quarterly revenue of £206.0m, up 14.0% year-over-year.

  • Strong demand from semiconductor, electronics manufacturing, aerospace, and defence sectors drove growth and expanded the order book.

  • Revenue growth recorded in all three business segments and all regions, with notable acceleration in Q3.

Financial highlights

  • 9M revenue reached £571.6m, compared to £522.1m in the prior year.

  • Full-year revenue guidance maintained at £775m to £805m; adjusted profit before tax expected between £145m and £165m.

  • Americas and APAC regions showed strong revenue growth at constant exchange rates; EMEA rebounded in Q3.

Outlook and guidance

  • Positive market conditions expected to continue for the remainder of FY2026.

  • Full-year performance expectations remain in line with recently upgraded guidance.

  • Ongoing strong demand in key sectors and product lines anticipated to offset subdued general industrial markets.

Drivers of the Q3 revenue recovery in EMEA
Reasons for weaker metrology sensor sales
Early production orders for ASTRIA encoders
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