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Last updated : 06/10/2026 - 10h16
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Archos: Revenue up 124% over nine months, driven by defense

Archos published on October 5, 2026 cumulative revenue of 68 million euros over the first nine months of the fiscal year, up 124% compared to the same period in 2025. The group maintained its target of annual revenue exceeding 92 million euros and is targeting a significant improvement in profitability in the second half of 2026.

This publication comes ahead of the final quarter of the fiscal year and makes it possible to assess the group's trajectory against its annual target. The Igny-based company attributes this growth notably to the defense sector, one of the three pillars on which it is now organized.

The target of more than 92 million euros compares to revenue of 47.9 million euros achieved in fiscal year 2025, according to accounts published on March 15, 2026.


Archos: Revenue up 124% over nine months, driven by defense

68 million euros in revenue at end of September, up 124%

Over the first nine months of 2026, Archos recorded revenue of 68 million euros, up 124% compared to the same period in 2025. This growth was driven notably by the defense sector.

This is cumulative data as of September 30, with the group's fiscal year corresponding to the calendar year. The publication covers business activity, measured by revenues for the period.

To put this in perspective, Archos achieved 47.9 million euros in revenue over the entire 2025 fiscal year, according to annual accounts published on March 15, 2026.

Defense, engine of a group organized around three pillars

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Archos now operates on three pillars: defense and industry in mobile solutions, consumer electronics and healthcare. The group, listed on Euronext Growth Paris, brings together several subsidiaries, including Logic Instrument, Elexo, Glacier Computer, Artic, Distrame, O2i ingénierie, Poladerme, Dextrain and Domisanté.

The defense sector is the only one explicitly cited as the driver of growth over the first nine months. This mention is consistent with recent initiatives in this area. On September 8, 2026, Archos launched Nidis, an innovation program dedicated to the Internet of Things in the field, carried by its subsidiary Distrame and oriented towards securing sensitive sites. This project benefits from an Innovation Loan of 400,000 euros granted by Bpifrance.

The healthcare division is also the subject of development. On September 22, 2026, the group announced plans to integrate the Ardoiz business, a tablet for seniors with more than 22,000 subscribers. This transaction remains subject to conditions and extends an industrial collaboration undertaken for more than ten years.

Annual target of more than 92 million euros maintained

The group maintained its target of exceeding 92 million euros in revenue for the entire 2026 fiscal year. Compared to the 47.9 million euros achieved in 2025, this target reflects a change in scale of activity over a single fiscal year.

Archos also reiterated its ambition to significantly improve profitability in the second half of 2026. The statement published, however, only covers revenue, and this commitment is presented as a management objective.

At the end of September, the group achieved 68 million euros in revenue, up 124%, against an annual target set above 92 million euros. The remainder of this target depends on activity in the fourth quarter.

Related


Sector Semi-conducteurs et matériel › Matériel informatique / hardware


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Context

Period
  • Period: S1 2026
Key reported figures
  • Revenue: 45,9 millions d'euros
  • Quarterly revenue: 45,9 millions d'euros
  • Revenue growth: 118,6 %
  • Net income: 0,5 millions d'euros
  • -5,8 millions d'euros
Guidance from the release
  • « Le chiffre d'affaires 2026 est attendu à plus de 92M€ avec une rentabilité améliorée sur l'exercice. […] le groupe a remporté l'appel d'offre de l'OTAN via sa centrale d'achat NSPA pour les solutions mobiles pour 3 ans et le chiffre d'affaires attendu est très significatif. »
Risks mentioned
  • Hausse des prix matières premières électroniques et mémoire impactant la marge brute de 4%
  • Augmentation des charges d'exploitation liée aux nouvelles consolidations et au projet Tempest
  • Répercussion tardive des hausses de coûts sur les prix de vente (seulement à partir de mai 2026)
Opportunities identified
  • Croissance de 118% du chiffre d'affaires au 1er semestre 2026, portée par la défense
  • Contrat remporté avec l'OTAN via la centrale d'achat NSPA pour 3 ans, chiffre d'affaires très significatif attendu
  • Première commande OTAN livrée fin juin 2026
Outlook / guidance
  • Expected revenue: 93,9 millions d'euros
  • Management commentary: « Le chiffre d'affaires 2026 est attendu à plus de 92M€ avec une rentabilité améliorée sur l'exercice. » — tableau « 2026 prévision » (p.19) : chiffre d'affaires 45,9 réalisé au premier semestre + 48 prévus sur les six mois suivants = 93,9 ; marge brute 21,0 (22 %) ; charges d'exploitation 18,6 ; résultat d'exploitation 2,5 (2,7 % des ventes)

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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