Q3 2026 Rtx A/S Earnings Call Transcript
Key Points
- Revenue increased by 8% in the first nine months, adjusted for constant currency.
- Gross margin improved to 54.8%, up 4.1 percentage points year-over-year.
- EBITDA rose by 35% compared to the previous year.
- The company upgraded its full-year guidance for revenue, EBITDA, and EBIT.
- Healthcare segment grew by 51% and Pro Audio by 42%, showing strong momentum in high-margin areas.
- The company extended its share buyback program by an additional $20 million, reflecting confidence in cash flow.
- Component shortages and extended lead times are limiting revenue growth and causing order delays.
- The company expects component supply challenges to persist into 2027, creating ongoing uncertainty.
- Enterprise segment revenue declined in Q3, though management expects a recovery in Q4.
- The company had to increase its investment in development from $31 million to $72 million, impacting short-term profitability.
- The wide range in the upgraded guidance reflects high uncertainty due to component availability and pricing.
Welcome to RTX Q3 webcast directly from the headquarters here in [Sony ] close to Alba. And here, we have Henrik Mogensen, CEO in RTX and CFO, Mille Lux. (inaudible) will take us through the Q3 numbers.
And after that, we will go and look what's behind the numbers and the upgraded guidance and the added share buyback program and all those things. But most of all, we would love you to send in a lot of questions. (Operator Instructions)
So let's get started. Henrik, you start?
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Yes. So thank you very much, and welcome to all of the attendees. Yes, let me first give you a short introduction to RTX. Some of you might know RTX, yes. And and some of you might not. So who's RTX? Well, basically, we've been working with developing wireless communication solutions and products for a credible environment for more than 30 years.
And our main specialty are three segments where we -- sorry, where we deploy our technology. So
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