Telecoms group Orange Q3 revenue rises 3.6%
Telecoms group Orange Q3 revenue rises 3.6%
Overview
France telecom provider's Q3 revenue rose 3.6% yr/yr, with growth across all geographies
Q3 EBITDAaL increased 4.6% yr/yr, driven by accelerating revenue and operational efficiency
Company raised 2026 EBITDAaL growth target to above 4.5%
Outlook
Orange raises 2026 Group EBITDAaL growth target to above 4.5% from above 4%
Company confirms 2026 eCAPEX-to-revenue ratio target of around 15%
Result Drivers
AFRICA & MIDDLE EAST - Double-digit revenue growth driven by retail services, mobile data, fixed broadband and Orange Money, with strong customer base expansion
EUROPE 6 - Revenue growth supported by convergent offers and IT & Integration services, notably in Poland and Romania
OPERATIONAL EFFICIENCY - EBITDAaL growth attributed to continued operational efficiency initiatives
Company press release: ID:nGNE4VmTSX
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue |
| EUR 12.19 bln |
|
Q3 EBITDAaL |
| EUR 4.14 bln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the integrated telecommunications services peer group is "buy"
Wall Street's median 12-month price target for Orange SA is €19.70, about 38.1% above its October 26 closing price of €14.26
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 16 three months ago
Reuters Recommended Reads
Oct 27 - Orange raises 2026 profit outlook as markets outside France power growth
Oct 26 - Verizon lifts annual forecasts, signs more than $2 billion AI infrastructure deal with AWS
Oct 26 - Verizon Q3 profit beats; raises 2026 postpaid phone net adds forecast
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)