SCHMID Lifts Order Intake Guidance Above €150M as Q3 Orders Hit Record
SHMD sits 24% above its 52-week low of $2.765.
Summary
SCHMID posted Q3 order intake of €67.8M, more than double Q2, and raised full-year order intake guidance to more than €150M. Backlog jumped to €96.8M, though Q3 revenue of €24.0M shows orders are converting to sales slowly.
Key Events · Earnings and Guidance · SHMD
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Q3 Order Intake More Than Doubles
Q3 2026 order intake reached €67.8M versus €30.7M in Q2 2026, bringing 9M 2026 order intake to €111.7M.
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Order Intake Guidance Raised Above €150M
Full-year 2026 order intake guidance lifted from €125-150M to more than €150M; revenue guidance of more than €100M and 6-9% Adjusted EBITDA margin confirmed.
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Backlog Jumps to €96.8M
Order backlog rose from €54.8M at June 30, 2026 to €96.8M at September 30, 2026, covering equipment orders only.
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€25M+ Malaysia HDI Equipment Order
Agreement with a long-standing key customer for HDI capacity expansion in Malaysia; more than €7M was booked in Q3 with the remainder in Q4 2026.
Analysis · SHMD · Technology
Q3 order intake of €67.8M more than doubled from Q2's €30.7M, pushing backlog to €96.8M from €54.8M three months earlier. Management responded by lifting full-year order intake guidance from €125-150M to more than €150M, while keeping revenue guidance above €100M and a 6-9% Adjusted EBITDA margin. The €25M+ HDI equipment order in Malaysia, over €7M of which already landed in Q3 with the rest booked in Q4, is the clearest evidence the order momentum is carrying into the fourth quarter. Against that, Q3 revenue of only €24.0M against €67.8M of orders shows the revenue conversion lag, and the $4M of convertible notes converted in September into 1.17M shares adds dilution on top of the previously disclosed convertible and warrant overhang.
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At the time of this filing, SHMD was trading at $3.43 on NASDAQ in the Technology sector, with a market capitalization of approximately $205.2M. The 52-week trading range was $2.77 to $10.65. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.