공고 • Jul 29
Dassault Systèmes SE to Report Q2, 2027 Results on Jul 28, 2027 Dassault Systèmes SE announced that they will report Q2, 2027 results on Jul 28, 2027 Reported Earnings • Jul 24
Second quarter 2026 earnings released: EPS: €0.24 (vs €0.17 in 2Q 2025) Second quarter 2026 results: EPS: €0.24 (up from €0.17 in 2Q 2025). Revenue: €1.56b (up 2.2% from 2Q 2025). Net income: €319.3m (up 43% from 2Q 2025). Profit margin: 21% (up from 15% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. 공고 • Jul 23
Dassault Systèmes SE (ENXTPA:DSY) signed a definitive agreement to acquire ArisGlobal LLC for approximately $2.0 billion. Dassault Systèmes SE (ENXTPA:DSY) signed a definitive agreement to acquire ArisGlobal LLC for approximately $2.0 billion on July 23, 2026. The consideration consists of $1.8 billion in cash at closing and up to $200 million in additional consideration linked to multi-year AI-related revenue milestones. The transaction will be entirely funded with cash on balance sheet, allowing the group to retain significant financial flexibility going forward.
The transaction is subject to approval by regulatory board / committee, approval of offer by acquirer board and other customary conditions for a transaction of this nature. The deal has been unanimously approved by the board. The expected completion of the transaction is in the second half 2026. The acquisition is expected to deliver revenue synergies and it should be accretive to revenue growth and EPS in Year 1. Evercore and Jefferies LLC acted as financial advisors to ArisGlobal and Kirkland & Ellis acted as legal advisor to ArisGlobal. Juan Rodriguez, Arnaud Berdou, Miaoting Wu, Gauthier Blanluet, Davis Wang, Mehdi Ansari, Marc Treviño, Renata Hesse, Eric Kadel Jr., Alexis Madec, Manon Scales, Shane Palmer, and Lori Sherman of Sullivan & Cromwell LLP acted as legal advisor to Dassault Systèmes. 공고 • Jul 18
Dassault Mulls USD 2 Billion to Acquire ArisGlobal Dassault Systèmes SE (ENXTPA:DSY) is considering acquiring ArisGlobal LLC for approximately USD 2 billion, the Financial Times reported on Friday. ArisGlobal is based in Waltham, Massachusetts and is owned by Nordic Capital. Should the deal proceed, it would come in just behind Dassault's largest acquisition to-date, the FT noted - the USD 5.8 billion purchase of another medical trial software developer, Medidata Solutions Inc, which closed in October 2019. According to sources cited by the FT, discussions between Dassault and Nordic Capital value ArisGlobal in the region of USD 2 billion, but there is no certainty the transaction will complete. Buy Or Sell Opportunity • May 29
Now 21% undervalued Over the last 90 days, the stock has risen 1.6% to €18.84. The fair value is estimated to be €23.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period. Upcoming Dividend • May 20
Upcoming dividend of €0.27 per share Eligible shareholders must have bought the stock before 27 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.7%). Buy Or Sell Opportunity • May 13
Now 20% undervalued Over the last 90 days, the stock has risen 5.7% to €19.18. The fair value is estimated to be €24.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. 공고 • Apr 28
Dassault Systèmes SE to Report Q1, 2027 Results on Apr 28, 2027 Dassault Systèmes SE announced that they will report Q1, 2027 results on Apr 28, 2027 공고 • Apr 23
Dassault Systèmes SE to Report Q4, 2026 Results on Feb 03, 2027 Dassault Systèmes SE announced that they will report Q4, 2026 results on Feb 03, 2027 공고 • Apr 14
Dassault Systèmes SE, Annual General Meeting, May 20, 2026 Dassault Systèmes SE, Annual General Meeting, May 20, 2026. Location: 10 rue marcel dassault, velizy villacoublay France Reported Earnings • Apr 02
Full year 2025 earnings released: EPS: €0.91 (vs €0.91 in FY 2024) Full year 2025 results: EPS: €0.91 (down from €0.91 in FY 2024). Revenue: €6.24b (flat on FY 2024). Net income: €1.20b (flat on FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Declared Dividend • Mar 30
Dividend increased to €0.27 Dividend of €0.27 is 3.8% higher than last year. Ex-date: 27th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공고 • Mar 25
Dassault Systèmes Proposes Dividend for the Year 2025, Payable on May 29, 2026 Dassault Systèmes announced that the Board of Directors has decided to propose to the next General Meeting of Shareholders, to be held on May 20, 2026, a dividend of €0.27 per share for the year 2025, payable in cash only. Shares would be traded ex-dividend as of May 27, 2026. Dividends would be made payable on May 29, 2026. Buy Or Sell Opportunity • Mar 09
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 25% to €18.00. The fair value is estimated to be €22.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period. 공고 • Feb 22
Dassault Systèmes Se Announces Board Changes Dassault Systèmes announces that Bernard Charlès has informed the Board of Directors, February 21, 2026 and with immediate effect, that he is stepping down as Executive Chairman and member of the Board, for personal reasons. The Board has unanimously decided that Pascal Daloz, Chief Executive Officer of Dassault Systèmes, becomes Chairman and Chief Executive Officer, in line with the recommendation of the Compensation and Nomination Committee, as of February 21, 2026. As Co-Founder and CEO, Bernard guided company from a startup to a world leader. The inspiration behind Dassault Systèmes' leading technologies, he has instilled a culture of ongoing innovation within organization. He has helped transform industries for a more sustainable world. thank Bernard for his offer to remain available to help accelerate the adoption of 3D UNIV+RSES powered by AI. Reported Earnings • Feb 13
Full year 2025 earnings released: EPS: €0.91 (vs €0.91 in FY 2024) Full year 2025 results: EPS: €0.91 (down from €0.91 in FY 2024). Revenue: €6.24b (flat on FY 2024). Net income: €1.20b (flat on FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Buy Or Sell Opportunity • Feb 11
Now 33% undervalued after recent price drop Over the last 90 days, the stock has fallen 25% to €18.14. The fair value is estimated to be €27.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to €18.14, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €27.19 per share. Reported Earnings • Oct 26
Third quarter 2025 earnings released: EPS: €0.21 (vs €0.18 in 3Q 2024) Third quarter 2025 results: EPS: €0.21 (up from €0.18 in 3Q 2024). Revenue: €1.46b (flat on 3Q 2024). Net income: €275.0m (up 15% from 3Q 2024). Profit margin: 19% (up from 16% in 3Q 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. 공고 • Oct 23
Dassault Systèmes SE Reaffirms Earnings Guidance for the Year 2025 Dassault Systèmes SE reaffirmed earnings guidance for the year 2025. For the year, the reaffirmed diluted EPS target of 7%-10% growth. Adjusting full-year revenue growth outlook to 4%-6% (previously 6-8%).