Ekinops Q3 2026 Revenue Surges 43% on North America Growth

Event summary

Q3 2026 revenue of €31.9m, up 43% YoY and 4% sequentially
Nine-month revenue reached €90.1m, a 13% YoY increase
North America revenue grew 32% YoY, driven by Optical Networks
High single-digit FY 2026 growth now targeted (previously single-digit)
Supply chain constraints causing order volatility

The big picture

Ekinops's strong Q3 performance reflects the growing demand for optical networking solutions in North America and the strategic value of its recent acquisitions. The company's ability to navigate supply chain challenges while expanding its distribution network will be critical as it targets high single-digit full-year growth. The telecom equipment sector continues to see consolidation and technological evolution, with SASE solutions emerging as a key growth driver.

What we're watching

Supply Chain Volatility: Whether component shortages will continue disrupting delivery schedules and revenue recognition patterns
North America Momentum: The pace at which Optical Networks growth can sustain its 32% YoY expansion in the region
Indirect Sales Rollout: How successful Ekinops will be in signing and executing new distribution agreements by year-end