- Dassault Systemes revised its full-year non-IFRS revenue forecast growth to 4% – 6%, down from the previous expectation of 6% – 8%.
- The non-IFRS operating margin for the year is expected between 32% and 32.4%, slightly lower than earlier predictions.
- The full-year non-IFRS earnings per share (EPS) is projected between €1.31 and €1.35.
- Annual non-IFRS revenue is anticipated to reach between €6.26 billion and €6.38 billion, down from the previous range of €6.41 billion to €6.51 billion.
- The fourth-quarter non-IFRS operating margin forecast is set at 37.2% to 38%.
- Fourth-quarter non-IFRS EPS is estimated between €0.41 and €0.45.
- Fourth-quarter non-IFRS revenue outlook is €1.70 billion to €1.82 billion.
- In the third quarter, the non-IFRS operating margin was 30.1%, slightly better than the year-ago margin.
- Third-quarter non-IFRS operating income was €439.9 million, representing a 1.7% year-over-year increase.
- Third-quarter non-IFRS EPS remained stable at €0.29, matching the previous year.
- Third-quarter non-IFRS revenue slightly decreased to €1.46 billion, reflecting a 0.2% year-over-year decline.
- Third-quarter non-IFRS software revenue slightly increased by 0.2% year-over-year to €1.32 billion.
- Subscription and support revenue saw a 4% year-over-year increase, reaching €1.13 billion in the third quarter.
- Industrial Innovation software revenue rose by 4.7% year-over-year in the third quarter.
- Life Sciences software revenue saw an 8.4% decline year-over-year in the third quarter.
- Contract liabilities were reported higher than estimates at €1.36 billion.
- Net cash provided by operating activities was €186.2 million in the third quarter.
Dassault Systemes on Smartkarma
Analysts at Smartkarma, such as Baptista Research and Gregory Ramirez, have provided insightful coverage of Dassault Systèmes. Baptista Research‘s report on “Inside Its 3DEXPERIENCE Overhaul” highlights the company’s strong second-quarter and first-half results for 2025, with solid revenue growth across business segments, particularly in subscription revenue and the 3DEXPERIENCE platform. Despite a growth in revenue, EPS only increased by 4% due to foreign exchange challenges.
Gregory Ramirez‘s analysis, “Long-Term Vision Vs Market Expectations,” focuses on Dassault Systèmes’ strategy for growth through subscription revenues and the implementation of AI-powered 3D Universes. The company aims for an EPS target of at least EUR 2.20 by 2029. Ramirez also discusses the repositioning of Medidata and the sales network to enhance engagement and scalability for sustained growth. Both reports reflect a bullish sentiment towards Dassault Systemes and its strategic initiatives.
A look at Dassault Systemes Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
In analyzing the long-term outlook for Dassault Systemes, Smartkarma Smart Scores provide valuable insights. With a Growth score of 4 and a Resilience score of 4, the company is positioned well for future expansion and able to withstand market challenges. Dassault Systemes focuses on providing a 3Dexperience platform for various industries, indicating potential for continued growth and innovation.
Additionally, the company’s Momentum score of 3 suggests a steady pace of development and market presence. While the Value and Dividend scores are at 2, indicating room for improvement in these areas, Dassault Systemes’ strong focus on growth and resilience bodes well for its long-term outlook in the software industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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