Inferra AI / Company / INIO
Innio N.V.
INIO · Industrials
Last earnings Oct 27, 2026
Key results
Equipment Growth Equipment revenuequarter
86%
Equipment Growth Equipment revenue increased 86% year-over-year to $777.6 million, reflecting disciplined backlog execution and large-scale data center deliveries Services Growth Services revenue reached $390.3 million, up 20% year-over-year, supported by the Company s growing installed base
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Services Growth Services revenuequarter
$390.3 million
Equipment Growth Equipment revenue increased 86% year-over-year to $777.6 million, reflecting disciplined backlog execution and large-scale data center deliveries Services Growth Services revenue reached $390.3 million, up 20% year-over-year, supported by the Company s growing installed base
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Growthquarter
up 20%
Equipment Growth Equipment revenue increased 86% year-over-year to $777.6 million, reflecting disciplined backlog execution and large-scale data center deliveries Services Growth Services revenue reached $390.3 million, up 20% year-over-year, supported by the Company s growing installed base
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Revenuequarter
$1.2 billion
INNIO delivered record quarterly revenue of $1.2 billion, an increase of 57% year-over-year.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Net incomequarter
$109.2 million
Net income in Q3 2026 was $109.2 million, compared to $39.5 million in the prior-year period, increasing 176% year-over-year.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
INNIO delivered a record quarter, exceeding $1 billion in revenue for the first time and achieving a 21% Adjusted EBITDA margin.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Total revenuequarter
$1.2 billion
Total revenue was $1.2 billion in Q3 2026, an increase of 57% year-over-year, while year-to date revenue rose 46% to $2.8 billion.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
2 Net income in Q3 2026 was $109.2 million, compared to $39.5 million in the prior-year period, increasing 176% year-over-year.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Net incomeytd
$83.3 million
For the first nine months of 2026, Net income was $83.3 million, compared with $136.9 million in the prior-year period, and included $93.6 million of IPO and public market readiness costs.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Net income margin was 9% in Q3 2026 compared to 5% in Q3 2025 and 3% year-to-date compared to 7% for the first nine months of 2025.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
AI analysis
Q3 2026 · reported Oct 27, 2026
Based on: Earnings release + Q3 2026 deck + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Oct 27, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Equipment Growth Equipment revenue | 86% | — | — |
| Services Growth Services revenue | $390.3 million | — | — |
| Growth | up 20% | — | — |
| Revenue | $1.2 billion | $937.7 million | — |
| Net income | $109.2 million | $62.4 million | $39.5 million |
| Total revenue | $1.2 billion | $937.7 million | — |
Guidance · company-stated
Direction: Raised
“1 INNIO Reports Record Third Quarter 2026 Financial Results with Revenue Up 57%, Net Income Up 176% and Adjusted EBITDA Up 70% Raises 2026 Full-Year Guidance Third Quarter 2026 Financial Highlights Record Revenue $1.”
“4 million, with growth outpacing revenue while INNIO continued to invest in manufacturing capacity Raised Fiscal Year 2026 outlook Total Revenue guidance raised by $100 million to $3.”
“0 billion and Adjusted EBITDA 2 guidance raised by $60 million to $780 - $800 million MUNICH, Germany, (October 27, 2026) INNIO N.”
“Based on its year-to-date performance, INNIO raised its fiscal 2026 outlook for Total Revenue to $3.”
Classified from the release's primary full-year outlook statement.
Capital allocation
All rights reserved 26 Shareholder return focused financial policy We do not intend to pay cash dividends in the near - term Return of capital to shareholders to be continuously assessed subject to market and other conditions RETURN CAPITAL Strong cash flow and EBITDA growth support strong balance sheet Targeting net leverage below 2.0x over the medium term, with continued annual deleveraging Retain flexibility for selective, value - accretive M&A that may temporarily increase PF net leverage up to 2.5x REDUCE LEVERAGE Incremental organic investments to drive profitable growth Monitor and review M&A opportunities to accelerate growth GROWTH © 2026 INNIO.
Some of these limitations are that this measure excludes depreciation and amortization, a non-cash expense, where the assets being depreciated and amortized may have to be replaced in the future, and this measure does not reflect cash capital expenditure requirements for such replacements or for new capital expenditure requirements interest and other financial charges - net, or the cash requirements necessary to service interest or principal payments on our indebtedness, which reduces cash available to us provision for income taxes, which may represent a reduction in cash available to us and other income for certain non-cash items that are not reflective of our ongoing operational results.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -91.7% computed from stated figures
Event summary
Innio N.V. — Earnings release (2026-10-27)
Based on: Earnings release + Q3 2026 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “1 INNIO Reports Record Third Quarter 2026 Financial Results with Revenue Up 57%, Net Income Up 176% and Adjusted EBITDA Up 70% Raises 2026 Full-Year Guidance Third Quarter 2026 Financial Highlights Record Revenue $1.”
Revenue: “4 million, with growth outpacing revenue while INNIO continued to invest in manufacturing capacity Raised Fiscal Year 2026 outlook Total Revenue guidance raised by $100 million to $3.”
Company outlook: “0 billion and Adjusted EBITDA 2 guidance raised by $60 million to $780 - $800 million MUNICH, Germany, (October 27, 2026) INNIO N.”
Revenue: “Based on its year-to-date performance, INNIO raised its fiscal 2026 outlook for Total Revenue to $3.”
Revenue — Raised (“Raises”)
“1 INNIO Reports Record Third Quarter 2026 Financial Results with Revenue Up 57%, Net Income Up 176% and Adjusted EBITDA Up 70% Raises 2026 Full-Year Guidance Third Quarter 2026 Financial Highlights Record Revenue $1.”
Revenue — Raised (“Raised”)
“4 million, with growth outpacing revenue while INNIO continued to invest in manufacturing capacity Raised Fiscal Year 2026 outlook Total Revenue guidance raised by $100 million to $3.”
Company outlook — Raised (“raised”)
“0 billion and Adjusted EBITDA 2 guidance raised by $60 million to $780 - $800 million MUNICH, Germany, (October 27, 2026) INNIO N.”
Revenue — Raised (“raised”)
“Based on its year-to-date performance, INNIO raised its fiscal 2026 outlook for Total Revenue to $3.”
Revenue — Raised (“raising”)
“Based on our performance and outlook, we are raising our full-year revenue and Adjusted EBITDA guidance, said Dr.”
Classified from the release's primary full-year outlook statement.
Capital allocation
All rights reserved 26 Shareholder return focused financial policy We do not intend to pay cash dividends in the near - term Return of capital to shareholders to be continuously assessed subject to market and other conditions RETURN CAPITAL Strong cash flow and EBITDA growth support strong balance sheet Targeting net leverage below 2.0x over the medium term, with continued annual deleveraging Retain flexibility for selective, value - accretive M&A that may temporarily increase PF net leverage up to 2.5x REDUCE LEVERAGE Incremental organic investments to drive profitable growth Monitor and review M&A opportunities to accelerate growth GROWTH © 2026 INNIO.
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
Some of these limitations are that this measure excludes depreciation and amortization, a non-cash expense, where the assets being depreciated and amortized may have to be replaced in the future, and this measure does not reflect cash capital expenditure requirements for such replacements or for new capital expenditure requirements interest and other financial charges - net, or the cash requirements necessary to service interest or principal payments on our indebtedness, which reduces cash available to us provision for income taxes, which may represent a reduction in cash available to us and other income for certain non-cash items that are not reflective of our ongoing operational results.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
GAAP, including but not limited to Adjusted EBITDA, Adjusted EBITDA Margin , Adjusted SG&A, Adjusted Net Income, Diluted Adjusted EPS, Adjusted EBITDA - Capex, Free Cashflow, Free Cashflow Conversion and Cash Conversion .
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
11 Gas engines outperform competing technologies across several use cases Gas engine Simple cycle gas turbine Combined cycle gas turbine Fuel cell Fast start and transient load following 1 (Part load) efficiency 2 Fast and flexible deployment $$$$$$$$$$$Capex 12 Low redundancy requirement Fast deployment, flexible performance and competitive capex make gas engines a compelling choice for customers Source: Company information.
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
2 Adjusted EBITDA - Capex is a non - GAAP measure and defined as Adjusted EBITDA Capex.
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
3 Cash Conversion is a non - GAAP measure and is defined as (Adjusted EBITDA Capex) / Adjusted EBITDA.
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
Strategy & priorities
Adjusted EBITDA for the quarter also reflected continued investments in product innovations and the expansion of manufacturing capacity in North America and Austria.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
The growth in revenue and Adjusted Segment EBITDA was primarily attributable to disciplined Order Backlog execution and large-scale data center deliveries, supported by improvements in production and the ongoing self-funded expansion of manufacturing capacity.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
All statements other than statements of historical fact contained in this press release, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for future operations are forward-looking statements.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
During the nine months ended September 30, 2026, the Company incurred the following costs 11 Long-term incentive program 2023 $61.5 million Costs related to financial statements in US GAAP and comfort letter costs related to S1 filing $18.8 million Others $5.9 million Advisory fees $4.6 million Legal fees $2.8 million (c) Transformation costs include costs in a given year incurred in relation to significant operational change initiatives and the ramp-up of supply chain capacity.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
This includes the ramp up of our business transformation efforts to support our capacity expansion initiatives to strengthen internal manufacturing and supply chain foundations, supported by dedicated third party expertise to accelerate the capacity uplift.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Risks & headwinds
Resilience Maintain power through grid disruptions Scalability Ability to scale independent of grid capacity Operational control Flexibly match generation to demanding AI workloads Grid inflation Retain an alternative to rising utility tariffs Marginal generation cost vs.
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
grid tariff ($/MWh) 89 43 Grid power Gas engine - 51% 51% lower marginal cost Gap expected to widen: Grid investments expected to push grid prices higher © 2026 INNIO.
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
In light of these risks, uncertainties and assumptions, the forward-looking events and circumstances discussed in this press release may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
For additional information on other potential risks and uncertainties that could cause actual results to differ from expected results, please refer to our filings with the Securities and Exchange Commission.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
In light of these risks, uncertainties and assumptions, the forward - looking events and circumstances discussed in this presentation may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward - looking statements .
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
For additional information on other potential risks and uncertainties that could cause actual results to differ from expected results, please refer to our filings with the Securities and Exchange Commission .
SEC original ↗Innio N.V. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026
What changed vs prior quarter
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Total revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Innio N.V. — Earnings release (8-K exhibit)EX-99Oct 27, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
4 documentsEarnings releases
4 documentsPresentations
0 documentsNo presentations for Innio N.V. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Innio N.V. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Innio N.V. by name or ticker. A mention is counted once per document, from the document text the library holds.
“mpensation. We define Adjusted EBITDA… … Earnings (loss) per share attributable to INNIO N.V.: Basic (0.02) 0.08 (0.03) 0.13 Diluted (0.02) 0.08 … …acr”
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