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JENSEN-GROUP N.V.

Earnings Release Nov 5, 2025

3967_10-q_2025-11-05_e1fe702e-f7f4-4bd6-ba65-e0d1cb81801e.pdf

Earnings Release

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Press Release

JENSEN-GROUP reports higher revenue and profitability, slowdown in order intake

HIGHLIGHTS

(in thousands of euros) YTD Q3 2025 Q3 2025 Q2 2025 Q1 2025 YTD Q3 2024 Variance %
Order intake 354,220 95,534 121,181 137,505 360,017 -5,797 -2%
Revenue 397,990 134,856 135,601 127,533 334,818 63,172 19%
Operating Profit (EBIT) 55,336 19,836 18,861 16,638 37,920 17,416 46%
Consolidated result attributable to
equity holders
47,354 14,915 17,771 14,669 32,470 14,884 46%
Earnings per share 5.03 1.58 1.88 1.55 3.41 1.62 48%
  • During Q3 2025, the Group received orders for an amount of 95.5 MEUR compared to 118.5 MEUR during Q3 2024. This results to an order intake YTD of 354.2 MEUR, 2% lower than prior year.
  • JENSEN-GROUP's revenue for the third quarter amounts to 134.9 MEUR, resulting in a total revenue for three quarters of 398.0 MEUR, an increase of 19% compared to the same period last year.
  • The operating profit (EBIT) amounts to 55.3 MEUR, 13.9% on total revenue, compared to 37.9 MEUR or 11.3% on total revenue in the previous period.
  • Investments have positively impacted the profitability. The share in the result of associates and companies accounted for using the equity method amounts to 4.3 MEUR versus 2.3 MEUR last year.
  • The consolidated result attributable to equity holders amounts to 47.4 MEUR and leads to an Earnings per Share of 5.03 euro, compared to 3.41 euro per share per end of September 2024.

Outlook

After very solid results in the first nine months, the Group remains on track to deliver a record year with an expected EBIT range between 66 and 71 MEUR. Nonetheless, the recent slowdown in order intake, as well as the geopolitical and economic uncertainty require a cautious stance. The Group's aim is to hold firm to its strategic course and stay relentlessly focused on operational excellence and agility in execution, while investing in sustainable innovation and pursuing growth opportunities in order to solidify its market position and profitability.

Risk factors for the remainder of the year continue to revolve around the unpredictability of the global geopolitical and economic dynamics, and in particular, the potentially negative financial impact of increasing trade tariffs and the possible adverse effect on customer demand and investment behaviour.

Other risk factors to be considered are exchange rate volatility, the evolution of energy and transportation costs, and competitive pressure in general.

MAXI-PRESS

On July 23, 2024, JENSEN-GROUP announced the acquisition of a 85% equity stake in MAXI-PRESS, renowned for its leading market share in press cushions as well as its unique range of consumables. The purchase price amounted to 34.4 million euro on a cash-/debt-free basis, corresponding to 85% of the total enterprise value of MAXI-PRESS. Additionally, JENSEN-GROUP committed to acquiring the remaining 15% equity stake currently held by the founding CEO and shareholder, Mr. Zaiser, over the ensuing three years. During 2025, the parties agreed to temporarily postpone the effectiveness of the transfer of the remaining 15% shares.

During Q3, 2025, MAXI-PRESS, expanded its activities through acquisitions in Australia, Germany, New Zealand and the UK. These transactions will impact the consolidated revenue and profitability of the JENSEN-GROUP with less than 5%. These acquisitions will enable the JENSEN-GROUP to further expand its activities within the after-sales business.

Update on our Joint Venture with Gotli Labs

In line with our strategy to concentrate on our core strengths and efficient operations through machinery data, we have decided to withdraw from our joint venture, Gotli Labs. The activities will continue under the full ownership of Gotli Labs NL. Data management remains an essential part of our brand promise to create the future in laundry automation, and all JENSEN machines offer simple and efficient integration into existing networks. This open approach allows us to work with additional partners and provide the best digital solutions for our customers.

Share buy-back program

The Bylaws of the Company allow the purchase of own shares. At its meeting per March 10, 2022, the Board of Directors decided to implement a program to buy back a maximum of 781,900 or 10% of its own shares. During the extraordinary shareholders' meeting of May 16, 2023, the shareholders voted on the cancellation of the 113,873 treasury shares after the Board suspended the program in view of a recent acquisition. Later in the year, the Board decided to re-launch the program and as of September 30, 2025, 313,829 shares have been bought back at an average price of 44.98 euro for a total amount of 14.1 MEUR.

Financial calendar

  • March 5, 2026 evening: results 2025
  • May 18, 2026 evening: Trading update Q1 2026
  • May 19, 2026: Annual Shareholders' Meeting
  • August 6, 2026 evening: Half-year results 2026
  • November 5, 2026 evening: Trading update Q3 2026

About the JENSEN-GROUP

The JENSEN-GROUP, listed on Euronext Brussels, assists heavy-duty laundries worldwide to provide quality textile services economically. We have become a preferred supplier in the laundry industry by leveraging our broad laundry expertise to design and supply sustainable single machines, systems and integrated solutions. We are continuously growing by extending our offer and by developing environmentally friendly and innovative products and services that address specific customer needs. The JENSEN-GROUP is the top-of-mind supplier when it comes to sustainable solutions through its CleanTech concept, highly automated material handling solutions as well as groundbreaking new approaches utilizing robotics and AI in industrial laundries. Our success results from combining our global skills with our local presence. The JENSEN-GROUP has operations in 22 countries and has distribution in more than 50 countries. As per September 30, 2025, the JENSEN-GROUP employs worldwide 2,148 employees.

(End of press release)

For more information, please contact:

JENSEN-GROUP

Jesper Munch Jensen, Chief Executive Officer Doga Cagdas, Chief Financial Officer Scarlet Janssens, Investor Relations Manager

E-mail: [email protected]

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