Dassault Systemes SE Earnings Recaps
Q3 2025
Oct 23, 2025
Dassault Systèmes delivered a solid Q3 performance with 5% revenue growth and a robust 30.1% operating margin, driven by increased SaaS adoption and a strong showing in core industries.
Key takeaways
- Revenue increased by 5% year-over-year, fueled by a 16% rise in subscription revenue.
- Earnings per share grew 10% to EUR 0.29, reflecting the company's commitment to profitability.
- Notable contracts signed with major clients Ford and Stellantis highlight strong demand for the 3DEXPERIENCE platform.
- Continued momentum in Transportation & Mobility and double-digit growth in the defense sector showcase resilience despite market challenges.
- Full-year guidance reaffirmed with expected EPS growth of 7-10% and total revenue growth of 4-6%, despite a slowdown in the Life Sciences segment.
Q2 2025
Jul 25, 2025
Dassault Systèmes reported a strong Q2 with total revenue growing by 6%, driven by a 10% increase in subscription revenue and robust performance in the 3DEXPERIENCE platform, positioning the company for consistent growth amid evolving market dynamics.
Key takeaways
- Subscription revenue rose 10% year-over-year, while 3DEXPERIENCE revenue increased by 20%.
- Continued resilience in the Transportation & Mobility sector and strong growth in areas like space, defense, and energy contribute to a diversified revenue stream.
- Significant partnerships, such as with Thales Alenia Space, underscore the company’s capability to support critical infrastructure and technology independence in Europe.
- The AI sector is emerging as a new growth avenue, with traction in regulatory compliance and software-defined productions.
- Full year 2025 guidance remains unchanged, projecting revenue growth between 6% and 8%, and EPS growth between 7% and 10% excluding foreign exchange effects.