- Loomis reported third quarter 2026 results with sales of SEK 8,161 million and net income of SEK 690 million, including higher basic earnings per share from continuing operations compared with a year earlier.
- The nine month figures to September 30, 2026 show SEK 23,542 million in sales and SEK 1,828 million in net income. This gives investors more visibility into how Loomis converts its cash handling and logistics footprint into earnings per share across a longer period.
- This article examines how Loomis' investment narrative around cash services and efficiency is influenced by the stronger third quarter earnings.
Scan how Loomis' cash handling story compares with other financially solid operators by running today’s moves against our hand-picked list of solid balance sheet and fundamentals (203 results).
Loomis Investment Narrative Recap
To own Loomis, you need to believe that secure cash handling, ATM services and valuables logistics stay essential in key markets, and that efficiency programs keep supporting profitability. The latest quarter points to that thesis still being intact. Higher sales and net income for both Q3 and the first nine months reinforce the idea that the operating model currently scales.
The biggest near term swing factor remains execution in newer areas like Latin America, SME and tech enabled solutions, as well as ongoing integration work in the U.S. Burroughs unit. Fuel costs and contract structures in Europe still sit on the risk side. The fresh earnings numbers do not remove those issues, but they help give Loomis some breathing room.
The Q3 2026 earnings release is the key update to focus on. Sales reached SEK 8,161 million for the quarter and SEK 23,542 million for the first nine months. Net income for those periods came in at SEK 690 million and SEK 1,828 million. Basic EPS from continuing operations also stepped up against the prior year in both time frames.
For you as a shareholder, the interest lies in how that income supports Loomis’ expansion into higher security logistics, Latin America and SME or Pay offerings without eroding margins. Integration risk in Peru, Argentina and Burroughs, along with fuel exposure in Europe, still matters. Recent profit delivery gives management more room to keep working on those execution points.
What Analysts Are Building Into The Loomis Story
Analyst models sketch out a clear version of where Loomis could be headed if current projects and cost work land roughly as planned. The consensus view assumes revenue grows at 7.0% a year for the next three years, helped by a fuller contribution from Latin America, SME services and higher security logistics.
That forecast is paired with wider profit margins. Earnings today are put at about SEK 1.9b and analysts see room for that to reach SEK 3.6b by 2029, which implies an increase of roughly SEK 1.7b in annual profit. Forecast revenue for that same year is SEK 37.7b, so Loomis is expected to convert a larger share of each krona of sales into bottom line income than it does today.
On these numbers the market discussion around Loomis becomes very specific. The consensus assumes the stock would trade on a P/E of 12.7x those 2029 earnings, compared with 19.6x today and with a current industry level quoted at 20.2x. Analysts also build in a gradual 0.8% yearly reduction in the share count for the next three years and discount the future cash flows at about 5.8%.
For you as an investor, the useful part is not whether those figures are perfect. The value lies in having a concrete set of levers to test. Higher Latin American exposure, more fee based Automated Solutions, improved Burroughs profitability and firmer contract structures in Europe all need to pull together to support that earnings path while keeping margins from slipping.
Loomis' narrative projects SEK 37.7b revenue and SEK 3.6b earnings by 2029. This assumes 7.0% yearly revenue growth and an earnings increase of roughly SEK 1.7b from current earnings of about SEK 1.9b.
Uncover why Loomis' fair value indicates a 5% potential upside to its current price that may not last much longer.
Exploring Other Perspectives
Some of the lowest Loomis forecasts hang on a very different catalyst. You see more pressure from slower Automated Solutions uptake and cyclically soft International flows. Those analysts were pencilling in revenue of about SEK 34.5b and earnings of roughly SEK 3.2b for 2029 before this Q3 surprise, so their story may shift.
Explore 4 other Loomis fair value estimates, including one that suggests as much as 13% downside from the current price.
The Verdict Is Yours
Disagree with existing narratives? Extraordinary investment returns do not typically come from following the herd, so consider your own analysis and judgment.
- A great starting point for your Loomis research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
- See our latest analysis for Loomis. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate Loomis' overall financial health at a glance.
Looking for more Loomis investment ideas?
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