Exosens Raises Full-Year 2026 Revenue and EBITDA Guidance

Exosens, a high-tech company specializing in mission- and performance-critical amplification, detection, and imaging technologies, has raised its full-year 2026 financial guidance, reflecting strong commercial momentum and a faster-than-expected ramp-up of additional European production capacity.

The company’s guidance now anticipates revenue in the range of €558 million to €570 million, up from the previously forecasted €520 million to €540 million. Adjusted EBITDA is expected to be between €186 million and €192 million, compared to the earlier estimate of €168 million to €178 million.

Exosens attributes the upward revision to the successful implementation of an extended operating schedule at its European facilities, which allowed for the first time the production of high-performance image intensifier tubes throughout August. The company also noted that the newly installed production equipment was commissioned successfully, contributing to the faster-than-expected capacity ramp-up.

In the detection and imaging segment, Exosens is seeing strong adoption of its mission-critical imaging technologies across drone, counter-drone, and long-range surveillance applications. The Group is planning to triple production capacity for thermal cameras and double capacity for cooled infrared cameras in 2026 to meet growing customer demand.

Additionally, the company is experiencing robust momentum in nuclear instrumentation, particularly in next-generation small modular reactor (SMR) applications. Exosens CEO Jérôme Cerisier stated, "Building on our strong first-half performance, we continue to see sustained commercial momentum across our markets. The faster-than-expected ramp-up of additional European production capacity for high-performance image intensifier tubes enables us to meet growing global demand for advanced night vision solutions sooner than anticipated."

Cerisier added, "Our imaging technologies continue to gain traction, particularly across drone and surveillance applications, while demand in the nuclear market remains strong. This sustained momentum, combined with continued operational discipline, gives us confidence to raise our full-year 2026 guidance and supports our industry-leading profitability."

Exosens plans to communicate its full-year 2027 guidance upon the publication of the Group’s full-year 2026 results on February 22, 2027. The company is also committed to expanding its industrial capabilities, with capital expenditure at around 9% of revenue, excluding capitalized R&D expenses of around 3% of revenue.