NYSE$LUXE
LuxExperience BV · Q3 2026 earnings
Q3 2026 earnings · · Before market open · Investor relations
Briefing
LuxExperience Q3 FY26: €618M net sales, second straight quarter of positive adjusted EBITDA
LuxExperience B.V. reported fiscal Q3 2026 results for the quarter ended March 31, 2026, with net sales of €618.4 million, flat on a constant-currency basis (-5.2% reported) despite geopolitical headwinds in March. The group delivered its second consecutive quarter of positive adjusted EBITDA at €5.7 million (0.9% margin), confirming full-year FY26 guidance. Mytheresa led with net sales up 9.9% ex-FX to €256.0 million and adjusted EBITDA of €14.1 million (5.5% margin), while NET-A-PORTER/MR PORTER and YOOX showed sequential margin and cost-ratio improvements under the transformation plan. The company ended the quarter debt-free with €436.1 million in cash and cash investments.
- Q3 FY26 net sales were €618.4 million (+0.0% ex-FX, -5.2% reported); GMV reached €653.7 million (-4.9% reported).
- Group adjusted EBITDA turned positive for the second straight quarter at €5.7 million (0.9% margin); adjusted SG&A ratio improved to 18.3%.
- Mytheresa net sales rose 9.9% ex-FX to €256.0 million with adjusted EBITDA up 50.4% to €14.1 million (5.5% margin).
- NET-A-PORTER/MR PORTER and YOOX continued transformation progress with gross margin gains of 700bps and 620bps YoY, respectively.
- Company reaffirmed FY26 guidance of €2.5–€2.7 billion GMV and adjusted EBITDA margin between -1% and +1%.
Headline financials
Revenue & EPS history
LuxExperience BV · Revenue · Quarterly
€618M
Revenue by segment
LuxExperience BV · €618M total across 3 segments · Q3 2026
- Luxury | Mytheresa€256M—41.4%
- Luxury | NET-A-PORTER & MR PORTER€232M—37.5%
- Off-Price | YOOX€131M—21.1%
Forward guidance
LuxExperience reaffirmed full fiscal year 2026 guidance of GMV between €2.5 billion and €2.7 billion and an adjusted EBITDA margin between -1% and +1%, with medium-term targets of €4 billion net sales and 7–9% adjusted EBITDA margin.
Tailwinds
- Second consecutive quarter of group-level adjusted EBITDA profitability supports FY26 guidance.
- Transformation plan driving lower adjusted SG&A ratio and margin gains across all three segments.
Headwinds
- Reported net sales declined 5.2% due to FX headwinds and geopolitical pressure in March.
- Group still reported a net loss of €35.4 million for the quarter.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 17 quarterly earnings reports · overlaid with Q3 2026
+1.5%
Avg return
Earnings day
+3.4%
Avg return
5 days after
-1.6%
Avg return
30 days after
47%
9 / 19 earnings
Positive
+21.1%
Q2 2026
Best reaction
-12.2%
Q3 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | -12.2% | — | — | |
| Q2 2026 | +21.1% | +36.0% | +7.5% | |
| Q4 2025 | +6.2% | +4.0% | +12.5% | |
| Q3 2025 | +13.3% | +5.4% | -7.0% | |
| Q1 2025 | +18.5% | +14.8% | +15.6% | |
| Q3 2024 | -2.0% | +0.4% | -0.8% | |
| Q2 2024 | +16.3% | +13.6% | +45.7% | |
| Q1 2024 | -7.0% | +8.7% | +10.0% | |
| Q4 2023 | +5.6% | +6.1% | -20.8% | |
| Q3 2023 | -4.0% | -10.7% | -8.7% | |
| Q2 2023 | -10.2% | -14.3% | -31.7% | |
| Q1 2023 | -4.8% | +14.0% | +0.0% | |
| Q4 2022 | -6.6% | -5.9% | -19.4% | |
| Q3 2022 | -8.8% | -6.0% | +14.7% | |
| Q2 2022 | +10.1% | +1.8% | -16.3% | |
| Q1 2022 | +7.3% | +2.8% | -14.1% | |
| Q4 2021 | -11.0% | -8.8% | -9.6% | |
| Q3 2021 | +6.8% | +12.0% | +10.0% | |
| Q2 2021 | -11.1% | -12.8% | -16.6% | |
| Q1 2021 | — | — | — | |
| Q4 2020 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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