INNIO第三季度营收创纪录12亿美元同比增57% 净利1.092亿美元增176%、全年营收指引上调至39亿至40亿美元
分布式能源解决方案商 INNIO N.V.（Nasdaq: INIO）10月27日公布2026年第三季度业绩：营收创纪录达到12亿美元，同比增长57%，为公司史上首个单季营收突破10亿美元的季度；净利1.092亿美元，去年同期为3,950万美元，同比增长176%；调整后 EBITDA 增长70%至2.454亿美元，利润率21%。
分板块看，设备营收同比增长86%至7.776亿美元，受益于订单积压的有序交付与数据中心的大规模交付；服务营收增长20%至3.903亿美元。当季设备订单 intake 为22亿美元，设备订单积压达到80亿美元，同比增长142%。
INNIO 总裁兼首席执行官 Olaf Berlien 博士表示，公司交出创纪录季度，营收首次突破10亿美元、调整后 EBITDA 利润率达到21%；今年以来设备订单 intake 已超过60亿美元，公司正扩大产能以满足尤其是超级智能基础设施领域加速的需求。
公司据此上调2026财年展望：总营收指引上调1亿美元至39亿至40亿美元，调整后 EBITDA 指引上调6,000万美元至7.8亿至8.0亿美元。首席财务官 Dennis Schulze 表示，设备利润率随交付量上升继续改善，服务板块保持强劲盈利，公司同时继续投资扩大产能。
业务动态方面，公司新获一笔620兆瓦的后续订单，以及 Liberty Energy 一笔450兆瓦的北美新一代数据中心项目订单，相关表后供电解决方案将于2028年前交付。INNIO 总部位于德国 Munich，旗下拥有 Jenbacher 与 Waukesha 两大燃气发动机品牌，全球员工超过5,000人。
INNIO Q3 Revenue Hits Record $1.2 Billion, Up 57%, Net Income Jumps 176% to $109.2 Million as Full-Year Guidance Is Raised
Distributed energy solutions provider INNIO N.V. (Nasdaq: INIO) on October 27 reported results for the third quarter ended September 30, 2026. Revenue reached a record $1.2 billion, up 57% year over year, marking the first $1 billion-plus revenue quarter in the company's history. Net income was $109.2 million, compared with $39.5 million a year earlier, an increase of 176%, and adjusted EBITDA rose 70% to $245.4 million, with a margin of 21%.
Equipment revenue increased 86% year over year to $777.6 million, reflecting disciplined backlog execution and large-scale data center deliveries, while services revenue reached $390.3 million, up 20%. Equipment order intake was $2.2 billion in the quarter, and the equipment order backlog reached $8.0 billion, up 142% year over year.
Dr. Olaf Berlien, President and CEO of INNIO, said the company delivered a record quarter, exceeding $1 billion in revenue for the first time and achieving a 21% adjusted EBITDA margin, and that with more than $6 billion in equipment order intake year to date, the company is scaling capacity to meet accelerating demand, particularly for super-intelligence infrastructure.
Based on its year-to-date performance, INNIO raised its fiscal 2026 outlook: total revenue guidance rose by $100 million to $3.9 to $4.0 billion, and adjusted EBITDA guidance rose by $60 million to $780 to $800 million. CFO Dr. Dennis Schulze said equipment margins improved again as deliveries increased while services continued to deliver strong profitability, and the company continues to invest in manufacturing capacity.
Business highlights included a 620 MW follow-on order and a 450 MW order from Liberty Energy for next-generation data center projects in North America, with behind-the-meter power solutions to be delivered by 2028. Headquartered in Munich, Germany, INNIO employs over 5,000 people worldwide and owns the Jenbacher and Waukesha gas engine brands.
来源：GSM·美国（原文链接）
图片来源：图：数据中心机房内的服务器机架（资料图）。BalticServers.com 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Server racks inside a data center (file photo). Photo by BalticServers.com, CC BY-SA 3.0, via Wikimedia Commons.
