Earnings release
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Trading Update 3Q26 Subdued Entertainment markets; additional cost measures rolled out Kortrijk, Belgium, 20 October 2026, 7:15 am – Today Barco (Euronext: BAR; Reuters: BARBt.BR; Bloomberg: BAR BB) announced results for the 3rd quarter ending 30 September 2026. Third quarter 2026 highlights • Order intake 3Q26 of 215.7 million euro, -3% versus 3Q25: orderbook of 553.9 million euro, up 3% y-o-y • Sales 3Q26 of 228.6 million euro, including VerVent, +1% year-over-year, with growth in the Americas. • Recurring revenues grew +6% year-over-year, reaching 13% of group sales. Executive summary 3Q26 Sales and orders in line with last year; mixed divisional performance in million euro 3Q26 2Q26 1Q26 4Q25 3Q25 3Q26 vs 3Q25 Order intake 215.7 252.4 215.4 235.7 222.1 -3 % Sales 228.6 237.6 180.6 282.4 227.1 +1 % Order intake amounted to 215.7 million euro, down 3% year-over-year. Strong Control Rooms growth and stable Healthcare performance were offset by softer Entertainment markets and lower demand in Meeting Experience. The order book remained solid at 553.9 million euro, 3% above last year. Sales including VerVent reached 228.6 million euro, up 1% year-over-year, driven by the Americas. Recurring revenues amounted to 13% of group sales. Growth in Control Rooms was fueled by the Barco CTRL platform. The contribution from Consumer Experience compensated for lower demand in Immersive Experience and also in Cinema, which compared against a very strong quarter last year. Meeting Experience continued to see a decline in the agnostic market, while Healthcare sales were in line with last year. Quote of the CEO, An Steegen "In a challenging market environment, we see mixed sales patterns across divisions. Control Rooms has strong momentum, Healthcare is resilient, and Cinema will benefit from the strong summer box office. As markets are weak, we are acting by simplifying our organization, actively reviewing the portfolio and accelerating innovation and software penetration. With these clear priorities, we remain fully focused on delivering on our strategy and 2026 deliverables." Outlook 2026 The following statements are forward looking on a like-for-like basis and actual results may differ materially Management expects full year sales slightly below last year, with an EBITDA margin around 11%. Press release – regulated information - inside information P 1 / 4 Barco nv | Beneluxpark 21 | B-8500 Kortrijk | Belgium Registered office: President Kennedypark 35 | B-8500 Kortrijk | Belgium VAT BE 0473.191.041 | RPR Gent, Section Kortrijk www.barco.com
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Consolidated results for 3Q26 Order intake & order book Order intake year-over-year in million euro 3Q26 3Q25 3Q26 vs 3Q25 Order intake 215.7 222.1 -3 % Order intake quarter-over-quarter in million euro 3Q26 2Q26 1Q26 4Q25 3Q25 Order intake 215.7 252.4 215.4 235.7 222.1 Orderbook in million euro 30 Sep 2026 30 Jun 2026 31 Mar 2026 31 Dec 2025 30 Sep 2025 30 Jun 2025 Order book 553.9 568.3 536.0 492.8 539.7 548.4 Sales Sales year-over-year in million euro 3Q26 3Q25 3Q26 vs 3Q25 Sales 228.6 227.1 +1 % At constant currencies +1% Sales by division quarter-over-quarter in million euro 3Q26 2Q26 1Q26 4Q25 3Q25 3Q26 vs 3Q25 Entertainment 115.3 118.3 81.2 145.6 111.9 +3 % Enterprise 54.3 58.7 39.3 71.4 56.2 -3 % Healthcare 58.9 60.6 60.1 65.5 58.9 — % Group 228.6 237.6 180.6 282.4 227.1 +1 % Sales by division year-to-date in million euro YTD 3Q26 YTD 3Q25 YTD 3Q26 vs YTD 3Q25 Entertainment 314.8 321.2 -2 % Enterprise 152.3 163.8 -7 % Healthcare 179.6 196.5 -9 % Group 646.7 681.5 -5 % Press release – regulated information - inside information P 2 / 4 Barco nv | Beneluxpark 21 | B-8500 Kortrijk | Belgium Registered office: President Kennedypark 35 | B-8500 Kortrijk | Belgium VAT BE 0473.191.041 | RPR Gent, Section Kortrijk www.barco.com
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Divisional results for 3Q26 ENTERTAINMENT division in million euro 3Q26 2Q26 1Q26 4Q25 3Q25 3Q26 vs 3Q25 Order intake 100.4 124.6 119.0 119.9 105.7 -5 % Sales 115.3 118.3 81.2 145.6 111.9 +3 % Entertainment recorded a 5% decline in orders, but a 3% increase in sales year-over-year. The decline in orders was driven by Immersive Experience, where customer projects were delayed by the situation in the Middle East and its broader global economic impact. In these slower market conditions, the business continued to gain market share and pursued its new products program, including the launch of the SwiftAgent software based switcher and the I65 mid-segment projector. Sales growth was supported by the inclusion of Consumer Experience , but on a comparable basis, audio sales declined year-over-year. Cinema sales in EMEA and the Americas matched a strong prior-year comparison, while Asia, particularly China, slowed down. Summer box office in the Americas and EMEA was close to or above record 2019 levels, which is expected to support further lamp-to-laser investments in the coming periods. HDR by Barco continues its path towards the first 100 installations, with positive customer feedback. ENTERPRISE division in million euro 3Q26 2Q26 1Q26 4Q25 3Q25 3Q26 vs 3Q25 Order intake 58.3 72.3 42.8 60.0 60.0 -3 % Sales 54.3 58.7 39.3 71.4 56.2 -3 % Enterprise orders and sales declined 3%, with contrasting trends in Meeting Experience and Control Rooms. Meeting Experience orders and sales were further down year-over-year, in line with the continued decline of the agnostic wireless conferencing market. Control Rooms delivered double-digit growth in both orders and sales, driven by strong momentum across regions and particularly in the Americas, where several large utility projects were secured. Growth was driven by continued adoption of the Barco CTRL platform. Hardware sales benefited from replacement demand and final purchases of the gradually phased out RPC videowall technology. HEALTHCARE division in million euro 3Q26 2Q26 1Q26 4Q25 3Q25 3Q26 vs 3Q25 Order intake 57.0 55.6 53.6 55.8 56.5 +1 % Sales 58.9 60.6 60.1 65.5 58.9 — % Healthcare recorded orders and sales broadly in line with last year. Diagnostic imaging displays grew, driven by the Americas and digital pathology. Also modality displays grew, while surgical solutions are still recovering. The first signs of improvement are visible, with new customer wins, and the transformation of the business is starting to take effect, although it does not show in the results yet. The surgical portfolio continues to expand with scalable and cost-competitive products. Press release – regulated information - inside information P 3 / 4 Barco nv | Beneluxpark 21 | B-8500 Kortrijk | Belgium Registered office: President Kennedypark 35 | B-8500 Kortrijk | Belgium VAT BE 0473.191.041 | RPR Gent, Section Kortrijk www.barco.com
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Additional information The information given in this press release has not been reviewed by the statutory auditor. In the event of differences between the Dutch and the English original of this press release, the latter prevails. Request more information Claire Heuberger, Chief Strategy Officer and Head of Investor Relations +32 56 89 59 00 or claire.heuberger@barco.com Disclaimer This press release may contain forward-looking statements. Such statements reflect the current views of management regarding future events, and involve known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Barco is providing the information in this press release as of this date and does not undertake any obligation to update any forward-looking statements contained in this press release in light of new information, future events or otherwise. Barco disclaims any liability for statements made or published by third parties and does not undertake any obligation to correct inaccurate data, information, conclusions or opinions published by third parties in relation to this or any other press release issued by Barco. About Barco Barco, headquartered in Kortrijk (Belgium), is a global technology company leading in visualization, networking, and collaboration solutions. Its innovative technologies drive advancements in the healthcare, enterprise, and entertainment markets. At the heart of Barco’s success are over 3,000 dedicated ‘visioneers’, each passionately contributing to driving change through technology. Listed on Euronext (BAR), Reuters (BARBt.BR), and Bloomberg (BAR BB), Barco realized sales of 964 million euro in 2025. For further insights, please visit www.barco.com, or connect on LinkedIn, YouTube, Instagram, and Facebook. Barco. Visioneering a bright tomorrow. © 2026 Press release – regulated information - inside information P 4 / 4 Barco nv | Beneluxpark 21 | B-8500 Kortrijk | Belgium Registered office: President Kennedypark 35 | B-8500 Kortrijk | Belgium VAT BE 0473.191.041 | RPR Gent, Section Kortrijk www.barco.com