Verisure reports record Q3 2026 margins and cash generation
Verisure posted Q3 2026 adjusted EBIT of €285 million, a 13.9% year‑on‑year increase, delivering an all‑time high EBIT margin of 27.7%. Annualised recurring revenue rose 11.8% to €3,712 million and the customer base grew 9.0% to about 6.5 million. The company highlighted a fourth consecutive quarter of positive free cash flow and said it is approaching its 2.5‑times leverage target, supporting further shareholder returns.
Why it matters
The company expects full‑year 2026 ARR growth of 9.0%‑9.5% and an adjusted EBIT margin around 26.5%, which could improve profitability outlook for investors (). Positive free cash flow and leverage reduction signal increased financial flexibility and potential for additional returns ().
Key facts
- 1Q3 2026 adjusted EBIT was €285 million, up 13.9% year‑on‑year. finanznachrichten.de
- 2Adjusted EBIT margin reached 27.7% in Q3 2026, the highest ever level. finanznachrichten.de
- 3Annualised recurring revenue (ARR) was €3,712 million, a 11.8% year‑on‑year increase in constant currency. finanznachrichten.de
- 4The customer portfolio increased 9.0% year‑on‑year to approximately 6.5 million customers. finanznachrichten.de
- 5Free cash flow for the quarter was €59 million, the fourth consecutive quarter of positive cash flow. finanznachrichten.de
- 6Verisure expects full‑year 2026 ARR growth of 9.0%‑9.5% (constant currency, excluding Mexico) and an adjusted EBIT margin around 26.5%. finanznachrichten.de
Summary written by AlphAI AI Desk from 3 of 3 sources. Not investment advice. Figures are as stated by the linked sources.