INNIO N.V. Ordinary Shares · INIO · FY2026 Q3 · Calendar Q4 2026
INIO posts record Q3, raises 2026 EBITDA guidance
INIO's Q3 results support a constructive growth case: record revenue, strong order momentum and expanding service opportunities were paired with higher full-year EBITDA guidance. The key question is whether demand converts into firm orders as capacity expands.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
Management reported record Q3 revenue and higher adjusted EBITDA, cited a sharply larger equipment backlog and 3.3x book-to-bill, and raised full-year 2026 EBITDA guidance. Data-center equipment and service contracts were central to the growth discussion.
Guidance delta
Raised full-year 2026 EBITDA guidance to $780-$800 million.
Key takeaways
- Record Q3 revenue reached $1.2 billion, up 57% year over year.
- Adjusted EBITDA grew 70% year over year to $245 million.
- Equipment backlog reached $8 billion, up 142% year over year, with a 3.3x book-to-bill ratio.
- Data-center equipment represented about 60% of equipment revenue.
- Management highlighted expanding long-term service contracts and projected service revenue intensity above $50,000 per MW-year for 19 GW of backlog and slot reservations.
Management priorities
- Scale annual production capacity to more than 10 GW by 2030.
- Release additional slot reservations in measured stages tied to capacity ramps.
- Expand service contracts, targeting a quadruple increase in adjusted service EBITDA by the mid-2030s.
- Maintain the Agreko partnership through 2031 and pursue selective, value-accretive M&A.
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Try FN2 freeCompany context
Snapshot as of publicationINNIO Group Holding B.V., through its subsidiaries, operates as a distributed energy solutions provider that manufactures reciprocating gas engines used for power generation and gas compression. The company offers gas engines that convert gaseous fuels, such as natural, renewable and specialty gases, into electricity and heat or compression for a wide array of critical infrastructure, including the grid, data centers and industrial applications. The company operates through two primary segments: Equipment and Services. Its Equipment segment addresses the data center, power solutions and compression end-markets through its engine-based solutions. It offers power generation equipment for data centers to deliver prime and backup power required to sustain intensive AI workloads. Its power solutions provide baseload and peaking power to stabilize utility grids in-front-of-the-meter and power independent microgrids behind-the-meter.…
Industrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ITW Illinois Tool Works Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -0.1% | ITW: Strong Q3 growth, margin expansion and higher EPS outlook |
| UPS United Parcel Service, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +5.8% | UPS raises 2026 outlook as premium volume and efficiency support margins |
| PNR Pentair plc | FY2026 Q3 · Calendar Q4 2026 | — | +12.8% | Pentair reaffirms outlook as pool destocking ends and Taco closes |
| PCAR PACCAR Inc | FY2026 Q3 · Calendar Q4 2026 | — | -2.0% | PACCAR Q3: Parts Record, Supply Constraints Temper Outlook |
| WSO Watsco, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -2.1% | Watsco posts record Q3 as acquisitions lift sales and digital scale |
| HUBB Hubbell Incorporated | FY2026 Q3 · Calendar Q4 2026 | — | -5.1% | Hubbell: Strong Electrical Demand, Utility Constraints Temper Outlook |
Latest beats and misses
Who reports nextBeat on EPS
- KOFY2026 Q3 · October 27, 2026+3.3% EPS-1.6% move
- HIG-PGFY2026 Q3 · October 26, 2026+10.4% EPS— move
- HIGFY2026 Q3 · October 26, 2026+10.4% EPS-1.8% move
- CLSFY2026 Q3 · October 26, 2026+12.6% EPS+12.1% move
- CINFFY2026 Q3 · October 26, 2026+39.5% EPS+2.3% move
- VZFY2026 Q3 · October 26, 2026+3.1% EPS-3.5% move
Missed on EPS
- HSBCFY2026 Q3 · October 27, 2026-4.5% EPS-5.7% move
- BROFY2026 Q3 · October 26, 2026-1.8% EPS-5.0% move
- PSA-PLFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PNFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-POFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PKFY2026 Q3 · October 26, 2026-32.1% EPS— move
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Sources
- Earnings call transcript and parsed analysis · 2026-10-27T16:05:06.199625+00:00
- FN2 earnings calendar · 2026-10-28T01:23:13.546025+00:00
- Polygon adjusted daily market bars · 2026-10-28T01:50:42.162984+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-28T01:50:42.160267+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-28. For educational purposes only; not investment advice.