Lisi Group (FII) Q3 2025 TU earnings summary

Executive summary

• Cumulative revenue for the first nine months of 2025 rose 9.1% year-over-year to €1.44 billion, with strong export sales comprising 72% of Q3 revenue.

• LISI AEROSPACE drove growth with nearly 20% revenue increase in Q3, while LISI AUTOMOTIVE remained stable and LISI MEDICAL showed gradual recovery in the US.

Financial highlights

• Q3 2025 consolidated sales reached €464.4 million, up 10.7% year-over-year; nine-month revenue was €1,443.2 million, up 9.1%.

• EBIT for the period was €115.0 million, with net profit at €90.7 million.

• Negative currency impact of €20.1 million (1.4% of revenue) and a scope effect of -€8.6 million (0.6% of revenue) from the sale of LISI AUTOMOTIVE Nomel.

Outlook and guidance

• The group expects a fifth consecutive year of improvement in key indicators, including current operating income and positive free cash flow.

• Aerospace development remains the main growth driver, while automotive market uncertainty may slow performance improvement.

• Sale of LISI MEDICAL to SK Capital is expected to close in Q4 2025.