Dassault Systèmes raises its 2026 targets

Dassault Systèmes announced its financial results for the third quarter of 2026 and the nine months ended 30 September 2026. Total revenue in the third quarter increased by 5% to EUR 1.55 billion, while software revenue rose by 5% to EUR 1.39 billion. Subscription and support revenue increased by 3%, and recurring revenue represented 84% of software revenue. By region, Asia recorded the highest growth rate, accounting for 23% of software revenue. Sales in the region rose by 12%, with China delivering double-digit growth. The aerospace and high-tech sectors showed good momentum. Europe, which generated 38% of software revenue, recorded growth of 10% under IFRS and 9% on a non-IFRS basis, despite weak market conditions in Central and Southern Europe. In the Americas, which accounted for 39% of software revenue, sales declined by 3% against a high comparison base. This decrease obscured growth in the Home & Lifestyle, High-Tech and Industrial Equipment sectors. Performance in the life sciences sector also improved during the quarter.

Growth of the 3DExperience platform and cloud business

By industry, some of the highest increases in third-quarter software revenue were recorded in the High-Tech, Home & Lifestyle and Industrial Equipment sectors.

Revenue from 3DExperience software sales increased by 25% and represented 46% of revenue from software eligible for migration to 3DExperience, compared with 40% a year earlier. Cloud software sales revenue rose by 14% and accounted for 28% of software sales revenue during the period. According to the company, these results reflect growing customer interest in transforming their operations and preparing for the large-scale deployment of industrial artificial intelligence.

Results for the first nine months

During the first nine months of 2026, Dassault Systèmes' total revenue increased by 4% compared with the corresponding period of 2025, reaching EUR 4.62 billion. Software revenue rose by 4% to EUR 4.17 billion.

Subscription and support revenue increased by 3% to EUR 3.48 billion, while recurring revenue represented 83% of total software revenue. Revenue from licences and other software-related sources grew by 7% to EUR 691 million. Services revenue increased by 6% to EUR 448 million.

Higher targets for 2026

Pascal Daloz, Chief Executive Officer of Dassault Systèmes, said: "In the third quarter, we delivered excellent results against our strategic priorities, recording broad-based growth across all industries and further progress in our 3DExperience platform and cloud business. These results reflect the strength of our strategy and the growing relevance of our solutions, allowing us to raise our targets for the 2026 financial year while continuing to pursue our long-term ambitions.

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