Schindler Holding Ltd.SIX: SCHN

Q3-2026 Presentation

· Issued by Schindler Holding Ltd.

On 6ix: 6ix.com/news/schindler-q3-2026-presentation

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‌Q3 2026 results

October 22, 2026

I © Schindler 2026 I We Elevate I October 22, 2026 I Investor Relations

© Schindler 2026

‌Agenda

  1. Q3 highlights and 2026 market outlook Paolo Compagna

  2. Financial results and 2026 guidance Carla De Geyseleer

  3. Q&A Paolo Compagna/

Carla De Geyseleer

I © Schindler 2026 I We Elevate I October 22, 2026 I Investor Relations

2 I © Schindler 2026 I We Elevate I

October 22, 2026

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‌Q3 - Profitable growth gaining momentum

Revenue growth

+5.1%

Total revenue (LC)

+16.5%

Modernization revenue (LC)

Order growth acceleration

+10.3%

Total orders (LC)

+15.9%

New Installation orders (LC)

FY 26 guidance

~13.5%

EBIT margin

(prior: ~13%)

Margin expansion

14.0%

EBIT margin

+100 bps

Change y/y

Continued market share gains

Schindler PORT

Changing competitive landscape

New Modernization packages for global applications

‌Market outlook 2026 Outlook unchanged

0 to <5% +

5% to 10% ++

>10% +++

0 to > -5% -

-5% to -10% --

< -10% ---

Stable

Change vs. prior assessment

Units

Service

Americas

EMEA

China

APAC

w/o China

Global

+

+

+

++

+

Modernization (value)

++

++

+++

++

++

New Installations

+

+

- - -

++

- -

Source: Schindler estimates

‌Schindler order intake by region and product line - Q3 Acceleration in order growth

APAC

Units Americas EMEA China w/o China1)

Global

Service

+

++

++

+

Modernization (value)

- - -

+++

+++

+++

+++

New Installations

++

+++

-

+++

++

0 to <5% +

5% to 10% ++

>10% +++

0 to > -5%

-5% to -10%

< -10%

Stable

-

- -

- --

Note: Modernization orders in value (in LC). Includes both replacements of entire elevator systems and transformations and upgrades of specific components and component groups

1) APAC w/o China restated to reflect the divesture of South Korea operations in 2025

‌Agenda

  1. Q3 highlights and 2026 market outlook Paolo Compagna

  2. Financial results and 2026 guidance Carla De Geyseleer

  3. Q&A Paolo Compagna/

Carla De Geyseleer

I © Schindler 2026 I We Elevate I October 22, 2026 I Investor Relations

6 I © Schindler 2026 I We Elevate I

October 22, 2026

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‌Accelerating profitable growth

in CHF million

Q3 26 vs. Q3 25

Order intake

in LC

Revenue

in LC

EBIT adj.

EBIT

Cash flow

Net profit

Order intake Revenue Operating cash flow

+1.7%

+2.6%

+2.8%

+0.8%

+5.1%

+1.1%

-0.5%

+10.3%

+2.9%

+0.7%

YoY growth in LC

523 532

2 638 2 789 2 826

2 968 2 941

2 668 2 792 2 593 2 736 2 833

264

286

85

Q3 25 Q4 25 Q1 26 Q2 26 Q3 26

Q3 25 Q4 25 Q1 26 Q2 26 Q3 26

Q3 25 Q4 25 Q1 26 Q2 26 Q3 26

EBIT adjusted EBIT Net profit

13.9%

372 377

343

379

407

13.5% 13.2%

13.9% 14.4%

13.0% 13.0% 13.0%

362

13.5% 14.0%

347

337

369 396

9.9% 9.9%

10.1% 10.2% 10.9%

265

277

262

280

310

Q3 25 Q4 25 Q1 26 Q2 26 Q3 26

Q3 25 Q4 25 Q1 26 Q2 26 Q3 26

Q3 25 Q4 25 Q1 26 Q2 26 Q3 26

‌Order intake and revenue Pick-up in organic growth

Order intake - Q3

in CHF million

Revenue - Q3 in CHF million

263

8

32

2 941

2 638

131

4

30

2 833

2 668

Q3 25 Organic

growth

Acquisitions FX impact Q3 26

Q3 25 Organic

growth

Acquisitions FX impact Q3 25

YoY growth in LC

+10.3%

+5.1%

YoY growth in CHF

+11.5%

+6.2%

‌Operating profit

Growth in CHF

Margin

12.5%

Improvement driven by efficiency gains and organic growth

Growth in CHF

Margin

14.1%

14.0%

9.4%

13.0%

EBIT - Q3

in CHF million

EBIT - YTD

in CHF million

372

407

347

30

14

5

396

1 077

1 129

75

28

1 102

1 022

- 23

EBIT adj.

EBIT adj.

EBIT

Operational

Adjustments

FX

EBIT

EBIT adj.

EBIT adj.

EBIT

Operational

Adjustments

FX

EBIT

Q3 25

Q3 26

Q3 25

Q3 26

YTD 25

YTD 26

YTD 25

YTD 26

8.1%

Growth in LC

12.7%

7.0%

Growth in LC

10.1%

13.9%

14.4%

13.8%

7.8%

13.5%

4.8%

13.2%

‌Net profit Solid growth

Net profit - Q3

in CHF million

Net profit - YTD

in CHF million

796 852

265 310

Q3 25 Q3 26 YTD 25 YTD 26

9.9%

Margin

10.9%

9.8%

Margin

10.4%

2.36

Earnings per share (CHF)

2.81

7.04

Earnings per share (CHF)

7.64

‌Operating cash flow Improvement in Q3 driven by stronger profitability

Operating cash flow - Q3 in CHF million Operating cash flow - YTD in CHF million

80

49

1

264

286

- 28

967

- 122

903

- 22

Q3 25

Operating

Change in

Others

Q3 26

YTD 25

Operating

Change in

Others

YTD 26

profit

NWC

profit

NWC

‌2026 guidance revised

~13.5% EBIT margin (prior: ~13%)

Low- to mid-single-digit local currency revenue growth

Tailwinds

  • Continuous operational improvement

  • Pricing discipline

  • Growing Modernization markets

  • Modest recovery in key NI markets

    Headwinds

  • Continued China NI market downturn

  • Inflationary pressures

  • Supply chain volatility

  • Market uncertainty

12 I © Schindler 2026 I We Elevate I

October 22, 2026

I Investor Relations

‌Schindler Capital Markets Day November 19, 2026 Ebikon, Switzerland

I © Schindler 2026 I We Elevate I October 22, 2026 I Investor Relations

13 I © Schindler 2026 I We Elevate I

October 22, 2026

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‌Q&A

I © Schindler 2026 I We Elevate I October 22, 2026 I Investor Relations

14 I © Schindler 2026 I We Elevate I

October 22, 2026

I Investor Relations

‌Appendix

I © Schindler 2026 I We Elevate I October 22, 2026 I Investor Relations

15 I © Schindler 2026 I We Elevate I

October 22, 2026

I Investor Relations

‌Q3 2026 key figures

In CHF million

Q3 2026

Q3 2025

r %

r% in LC

Order intake

2 941

2 638

11.5

10.3

Revenue

2 833

2 668

6.2

5.1

Operating profit (EBIT)

396

347

14.1

12.7

in %

14.0

13.0

Operating profit (EBIT), adjus ted

407

1)

372

2)

9.4

8.1

in %

14.4

13.9

Financing and inves ting activities

-7

-11

Profit before taxes

389

336

15.8

Income taxes

79

71

Net profit

310

265

17.0

Earnings per share and participation certificate in CHF

2.81

2.36

19.1

Cash flow from operating activities

286

264

8.3

1) Adjusted for res tructuring costs (CHF 6 million), and expenses for BuildingMinds (CHF 5 million)

2) Adjusted for res tructuring costs (CHF 21 million), and expenses for BuildingMinds (CHF 4 million)

‌9M 2026 key figures

In CHF million

9M 2026

9M 2025

r %

r% in LC

Order intake

8 735

8 524

2.5

5.2

Revenue

8 162

8 155

0.1

2.6

Operating profit (EBIT)

1 102

1 022

7.8

10.1

in %

13.5

12.5

Operating profit (EBIT), adjus ted

1 129

1)

1 077

2)

4.8

7.0

in %

13.8

13.2

Financing and inves ting activities

-22

-14

Profit before taxes

1 080

1 008

7.1

Income taxes

228

212

Net profit

852

796

7.0

Earnings per share and participation certificate in CHF

7.64

7.04

8.5

Cash flow from operating activities

903

967

-6.6

1) Adjusted for res tructuring costs (CHF 17 million), and expenses for BuildingMinds (CHF 10 million)

2) Adjusted for res tructuring costs (CHF 43 million), and expenses for BuildingMinds (CHF 12 million)

‌Quarterly overview Key figures

In CHF million

Q3

Q2

2026

Q1

Q4

Q3

Q2

2025

Q1

Order intake

2 941

2 968

2 826

2 789

2 638

2 939

2 947

Revenue

2 833

2 736

2 593

2 792

2 668

2 755

2 732

Operating profit (EBIT)

396

369

337

362

347

346

329

in %

14.0

13.5

13.0

13.0

13.0

12.6

12.0

Operating profit (EBIT), adjus ted

407

379

343

377

372

372

333

in %

14.4

13.9

13.2

13.5

13.9

13.5

12.2

Financing and inves ting activities

-7

-11

-4

-17

-11

1

-4

Profit before taxes

389

358

333

345

336

347

325

Income taxes

79

78

71

68

71

73

68

Net profit

310

280

262

277

265

274

257

Cash flow from operating activities

286

85

532

523

264

163

540

‌Balance sheet

In CHF million

30.09.2026

in %

31.12.2025

in %

30.09.2025

in %

Cash and cash equivalents

2 216

18.9

2 304

19.6

1 978

17.3

Other current assets

5 870

50.2

5 950

50.8

5 959

52.2

Total current as s ets

8 086

69.1

8 254

70.4

7 937

69.5

Non-current assets

3 621

30.9

3 468

29.6

3 475

30.5

Total as s ets

11 707

100.0

11 722

100.0

11 412

100.0

Current liabilities

5 732

49.0

5 487

46.8

5 363

46.9

Non-current liabilities

1 080

9.2

1 088

9.3

1 122

9.9

Total liabilities

6 812

58.2

6 575

56.1

6 485

56.8

Equity

4 895

41.8

5 147

43.9

4 927

43.2

Total liabilities and equity

11 707

100.0

11 722

100.0

11 412

100.0

Net working capital

-915

-1 064

-900

Net liquidity

3 377

3 946

3 542

‌Schindler order intake by region and product line - YTD

APAC

Units Americas EMEA China w/o China1)

Global

Service

+

++

++

+

Modernization (value)

+++

+++

++

+++

New Installations

+

+++

- - -

+++

-

0 to <5% +

5% to 10% ++

>10% +++

0 to > -5%

-5% to -10%

< -10%

Stable

-

- -

- --

Note: Modernization orders in value (in LC). Includes both replacements of entire elevator systems and transformations and upgrades of specific components and component groups

1) APAC w/o China restated to reflect the divesture of South Korea operations in 2025

‌Calendar 2026/2027

2026

Capital Markets Day

November 19

2027

Full year results analyst and media conference

February 10

Ordinary General Meeting Schindler Holding Ltd.

March 18

.

Contact:

Lars Brorson, Head Investor Relations; Phone +41 41 445 4036, investor.relations@schindler.com

Non-GAAP measures: Financial information contained in the reporting includes certain non-GAAP measures, that are not as defined by International Financial Reporting Standards (IFRS). They are used by management for the purpose of defining targets and measuring the Group's performance. These non-GAAP measures may not be comparable to similar measures at other companies and should not be viewed as substitute for IFRS measures. They are available at: group.schindler.com - Investors - Results (group.schindler.com/en/investor-relations/results/definition-on-non-gaap-items.html).

The information in the presentation was factually accurate on the date of publication. It remains on our website for historical information purposes only. Schindler assumes no responsibility to update the information to reflect subsequent developments. Readers should not rely upon the information in this presentation as current or accurate after its publication date.

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