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Diebold Nixdorf Inc (DBD) Q3 2026 Earnings Report
DBD Q3 2026 EPS Results
- Actual EPS
- $1.34
- Consensus EPS
- $1.31
- Beat/Miss
- Beat by +$0.03
- One Year Ago EPS
- $1.39
DBD Q3 2026 Revenue Results
- Actual Revenue
- $994.30M
- Expected Revenue
- $971.70M
- Beat/Miss
- Beat by +$22.60M
- YoY Revenue Growth
- +5.19%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 10/28/2026
- Time
- Before Open
- Conference Call
- Wednesday, October 28, 2026
Diebold Nixdorf Inc's next earnings date is estimated for February 11, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
The call reflected solid operating momentum, led by 5% revenue and adjusted EBITDA growth, 16% retail growth, multiple banking and retail wins, improving service execution, and a strong balance sheet. However, the company reduced full-year guidance because of memory and component-cost inflation, unfavorable mix, delayed banking tenders, lower product margins, working capital pressure, and regional banking challenges. The positive business momentum and strategic progress were balanced by meaningful near-term financial pressure and a missed service-margin target.
For the full year, Diebold Nixdorf is guiding to revenue of $3.86 billion to $3.9 billion, excluding contributions from the banking business in Turkey, adjusted EBITDA of $490 million to $510 million, free cash flow of $190 million to $210 million, adjusted earnings per share of $4.50 to $4.85, and a non GAAP effective tax rate of approximately 38%; operating expenses are expected to decline by at least 2% year-over-year, while free cash flow conversion is expected to be in the range of 40% to 45%. For the fourth quarter, service margins are expected to be in the range of 26.7 and product margins closer to 24%, while SmartVision AI remains on track to exceed 1 thousand deployments by year end, fit for purpose will grow significantly during Q4, and 95% to 98% of retail contracts should be done by the time the company exits Q4 with escalators and pricing provisions in for memory.
- Third-Quarter Revenue and Adjusted EBITDA GrowthThird-quarter revenue increased 5% year-over-year to $991 million, while adjusted EBITDA grew 5% year-over-year to $128 million. Management described the quarter as solid, with continued revenue and earnings growth.
- New $250 Million Share Repurchase AuthorizationThe company announced a new $250 million share repurchase authorization, its largest to date, following the previous $200 million program. Management cited confidence in the long-term outlook, the strength of the balance sheet, and a commitment to delivering value to shareholders.
- Retail Revenue Growth and North American MomentumRetail revenue grew 16% year-over-year, marking the fourth consecutive quarter of double-digit growth. Performance was supported by continued strength in Europe and increasing momentum in North America, where the company said its opportunity pipeline continues to grow.
- Retail Customer and Contract WinsThe company secured a new regional North American grocer customer covering approximately 1.2 thousand point-of-sale lanes across 200 stores. In Europe, it won a 6 thousand-lane self-checkout refresh with a major grocer and a service agreement valued at more than $25 million with a UK-based retailer.
- SmartVision AI Adoption and Deployment ExpansionSmartVision AI pilots and initial deployments are meeting or exceeding customer shrink-reduction targets, and the company remains on track to exceed 1 thousand deployments by year end. The solution is offered as software as a service, creating a growing base of recurring software revenue, and the company is beginning to extend its AI computer-vision capabilities into banking.
- Banking Growth Across Three RegionsBanking revenue grew in North America, Europe, and Latin America, with growth across nearly every region in the business. Management said the U.S. remained stable and grew slightly, while Europe grew year-over-year despite a strong prior-year comparison.
- Significant Banking Orders and Service WinsThe company secured an order for 520 DN Series cash recyclers with one of the largest banks in North America, a contract for more than 1.45 thousand ATMs in a large Asian market, a Latin American contract for 360 in-branch cash recyclers with a long-term service agreement, and a significant Spanish service contract covering approximately 6 thousand ATMs.
- Strategic Collaboration with EuronetDiebold Nixdorf announced that it is in the early stages of developing a strategic collaboration with Euronet to deliver integrated ATM outsourcing solutions globally. The proposed combination would bring together Diebold Nixdorf's cash-recycling technology, software, and global service capabilities with Euronet's ATM operations and transaction-processing expertise.
- Service Margin Improvement and Operational ProgressService gross margin reached 27.7%, up 32 basis points year-over-year, including a one-time $8 million tax benefit. Excluding that benefit, service margins still improved sequentially and year-over-year, driven in part by operational improvements and investments in the business. The company also maintained high global service-performance levels.
- Service Delivery and Pricing InitiativesThe company completed the consolidation of its Latin American regional support organization and said its North American service-fleet modernization is improving technician safety and first-time-fix rates. It is also renegotiating service pricing with the majority of customers, with an initial read described as quite positive; most of the benefit is expected to translate into the first quarter.
- Lean Manufacturing and Efficiency ImprovementsAt the Manaus, Brazil manufacturing operation, the company reduced lead time by several weeks, increased on-time delivery to approximately 95%, reduced its ATM assembly footprint by approximately 45%, and identified more than $1 million in annual freight-saving opportunities.
- Operating Expense ReductionNon-GAAP operating expenses decreased 2% year-over-year, marking the third consecutive quarter of improvement. For the full year, the company expects operating expenses to decline by at least 2% year-over-year.
- Operating Profit and Sequential EPS ImprovementNon-GAAP operating profit increased 7% year-over-year to $93 million. Non-GAAP earnings per share were $1.34, down 4% year-over-year but up 22% sequentially, driven by improved profitability and a lower share count.
- Strong Balance Sheet and LiquidityThe company reported liquidity of $495 million at the end of the third quarter and a net debt leverage ratio of 1.5x. Management described the balance sheet as strong and expects free cash flow conversion for the year to be in the range of 40% to 45%.
- India Fit-for-Purpose Portfolio OpportunityThe fit-for-purpose portfolio continues to gain traction in India, where the company expects sequential growth in unit shipments in the fourth quarter. Management said it is expanding the portfolio with cash dispensers and plans to launch a fit-for-purpose recycler specific to the Indian market.
- Safety and Workplace RecognitionThe company achieved multiyear highs in global safety performance and was recognized as one of America's best companies by Time Magazine, as well as a great place to work in Colombia and Costa Rica.
DBD Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 11, 2027 | 2026 (Q4) | 1.60- | 3.02 | ― | ― |
| Oct 28, 2026 | 2026 (Q3) | 1.311.34 | 1.39 | -3.60% (-0.05) | |
| Jul 29, 2026 | 2026 (Q2) | 1.101.10 | 0.94 | 17.02% (+0.16) | |
| Apr 30, 2026 | 2026 (Q1) | 0.620.67 | 0.37 | 81.08% (+0.30) | |
| Feb 12, 2026 | 2025 (Q4) | 1.613.02 | 0.97 | 211.34% (+2.05) | |
| Nov 05, 2025 | 2025 (Q3) | 0.931.39 | 0.53 | 162.26% (+0.86) | |
| Aug 06, 2025 | 2025 (Q2) | 0.580.94 | 1.15 | -18.26% (-0.21) | |
| May 07, 2025 | 2025 (Q1) | 0.360.37 | 1.2 | -69.17% (-0.83) | |
| Feb 12, 2025 | 2024 (Q4) | 1.050.97 | 0.72 | 34.72% (+0.25) | |
| Nov 07, 2024 | 2024 (Q3) | 1.140.53 | -2.86 | 118.53% (+3.39) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.