Renishaw (RSW) Q3 2026 TU earnings summary

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.