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24/06/2026 17:42
2025/2026 Third quarter SalesParis, June 24, 2026 Third-quarter 2026 sales of €1,162.2 million (up 1.6%)Trigano posted sales of €1,162.2 million in third-quarter 2026, up 1.6% versus a record-high comparison basis in the same prior-year period. * Following the acquisition of Bio Habitat, Trigano modified the presentation of its segment information (see page 106 of the 2025 Annual Report). Motorhomes and caravansSustained growth of some 15% in motorhome production has put pressure on supply chains, resulting in incomplete vehicles rolling off assembly lines. These issues are expected to be resolved in the coming weeks. At the same time, efforts to make good the shortfall in vehicles affected by a shortage of body parts caused by a fire at a supplier facility were not over by end of May, restricting growth in sales to external distribution networks to 2.5% in the third quarter. In addition, deliveries to end customers through integrated distribution networks edged down by 1.0% in volume, reflecting lackluster footfall at retailers in the latter half of the period. Overall, motorhome sales advanced by 1.4%. Sales of caravans surged 17.2% against a low comparison basis, while accessories and other sales remained broadly flat (up 0.4%). Other leisure activitiesSales of mobile homes were supported by the catch-up effect on delivery delays observed at the end of the first half of the fiscal year, with volumes up some 7%. However, growth was impacted by an unfavorable price mix-effect and overall, mobile home sales edged up by 1.6%. Sales of trailers contracted slightly by 0.6%, held back by sluggish market conditions in France and Germany, despite strong growth in Sweden and a host of Eastern European countries. In millions of euros |
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| from 9/1/2025 au 5/31/2026 | from 9/1/2024 au 5/31/2025 | Reported | Scope | Exchange rates | Like for like | |
|---|---|---|---|---|---|---|
| Motorhomes and caravans* | Q1 (Sept-Nov) 759.6 Q2 (Dec-Feb) 804.7 Q3 (Mar-May) 985.9 total sales (9m) 2,550.2 | Q1 (Sept-Nov) 716.4 Q2 (Dec-Feb) 751.4 Q3 (Mar-May) 968.2 total sales (9m) 2,436.0 | +6.0% +7.1% +1.8% +4.7% | +0.2% +0.4% +0.4% +0.3% | -0.6% -0.5% -0.3% -0.5% | +6.4% +7.3% +1.7% +4.8% |
| Other leisure activities* | Q1 (Sept-Nov) 73.8 Q2 (Dec-Feb) 141.3 Q3 (Mar-May) 176.3 total sales (9m) 391.4 | Q1 (Sept-Nov) 53.4 Q2 (Dec-Feb) 154.0 Q3 (Mar-May) 176.0 total sales (9m) 383.4 | +38.2% -8.2% +0.2% +2.1% | +47.9% - - +6.6% | +0.2% - - +0.1% | -9.9% -8.2% +0.2% -4.6% |
| Total | Q1 (Sept-Nov) 833.4 Q2 (Dec-Feb) 946.0 Q3 (Mar-May) 1,162.2 total sales (9m) 2,941.6 | Q1 (Sept-Nov) 769.8 Q2 (Dec-Feb) 905.4 Q3 (Mar-May) 1,144.2 total sales (9m) 2,819.4 | +8.3% +4.5% +1.6% +4.3% | +3.5% +0.3% +0.3% +1.2% | -0.5% -0.4% -0.3% -0.4% | +5.3% +4.6% +1.5% +3.5% |
Outlook for full-year 2026
The anticipated sales growth and positive trend in production point to an improvement in earnings for full-year 2026, together with robust cash flow generation.
Reflecting its confidence in the quality of its markets and in its positioning, the Company has bought back 300,000 shares over recent weeks for a total of €45.9 million. Trigano intends to maintain this policy during the fourth quarter.
Longer term outlook
Buoyed by strong market fundamentals, over the coming years motorhomes are expected to continue to attract an increasing number of European customers interested in active, authentic, affordable and nature-oriented leisure pursuits, as evidenced by the market’s continued growth (up 2.3% for the nine months to end-May) despite a very challenging economic and geopolitical environment.
However, continued economic instability coupled with emerging inflationary pressures could give rise to consumers temporarily deferring purchases, which could impact the market. In this event, the strength of Trigano’s positioning in the entry-level and mid-range segments – appealing to budgetconscious customers seeking an attractive price-to-features ratio – represents a decisive advantage in the battle for market share. The positive reception from distributors for the 2027 product lines, which are being unveiled, confirms this analysis and is expected to drive strong order volumes.
In line with its policy, Trigano is continuing to monitor developments in the global political and economic environment and will adapt its organization where necessary to maintain the quality of its earnings. Furthermore, Trigano's very healthy financial position will enable it to take advantage of any external growth opportunities that may be strategically beneficial.
Glossary
Scope effect
Restating the scope for newly consolidated entities consists in:
- for entities entering the consolidation scope in the current year: deducting the contribution of the acquisition from the totals for the current year;
- for entities entering the consolidation scope in the previous year: deducting the contribution of the acquisition from September 1 of the current year to the last day of the month of the current year corresponding to that during which the acquisition was made the previous year.
Restating for entities that left the consolidation scope in the current year consists in deducting the contribution of the entity sold from the totals for the previous year.
Exchange rate effect
Restating for the exchange rate effect consists in calculating the totals for the current year using exchange rates from the previous year.
Full-year 2026 sales will be published on September 23, 2026, after trading
Investor Relations
Hichem Belblidia
Tel.: +33 1 44 52 16 57
Mob.: +33 6 75 06 96 71
hbelblidia@trigano.fr
Laure Al Hassi
Tel.: +33 1 44 52 16 31
communication@trigano.fr
Euronext Paris A – CAC All-Tradable – SRD – CAC Mid 60 – ISIN FR0005691656 – REUTERS: TRIA.PA – BLOOMBERG: TRI:FP
APPENDIX
Breakdown of sales by product category
1
In millions of euros
(Unaudited figures)
| From 3/1/2026 au 5/31/2026 | From 3/1/2025 au 5/31/2025 | Reported | Scope | Change like for like | |
|---|---|---|---|---|---|
| Change Q3 2026 / Q3 2025 | |||||
| Motorhomes | 847.2 | 835.9 | +11.3 +1.4% | +3.2 +0.4% | -2.9 -0.3% +11.0 +1.3% |
| Caravans | 40.9 | 34.9 | +6.0 +17.2% | - - | - - +6.0 +17.2% |
| Accessories and other | 97.8 | 97.4 | +0.4 +0.4% | +0.8 +0.8% | -0.2 -0.2% -0.2 -0.2% |
| Motorhomes and caravans | 985.9 | 968.2 | +17.7 +1.8% | +4.0 +0.4% | -3.1 -0.3% +16.8 +1.7% |
| Mobile homes | 115.6 | 113.8 | +1.8 +1.6% | - - | - - +1.8 +1.6% |
| Trailers | 47.5 | 47.8 | -0.3 -0.6% | - - | +0.1 +0.2% -0.4 -0.8% |
| Other | 13.2 | 14.4 | -1.2 -8.3% | - - | -0.1 -0.7% -1.1 -7.6% |
| Other leisure activities | 176.3 | 176.0 | +0.3 +0.2% | - - | - - +0.3 +0.2% |
| Sales | 1,162.2 | 1,144.2 | +18.0 +1.6% | +4.0 +0.3% | -3.1 -0.3% +17.1 +1.5% |
In millions of euros
(Unaudited figures)
| From 9/1/2025 au 5/31/2026 | From 9/1/2024 au 5/31/2025 | Reported | Scope | Change like for like | |
|---|---|---|---|---|---|
| Change YTD Q3 2026 / YTD Q3 2025 | |||||
| Motorhomes | 2,220.9 | 2,122.5 | +98.4 +4.6% | +5.9 +0.3% | -10.4 -0.5% +102.9 +4.8% |
| Caravans | 106.9 | 92.0 | +14.9 +16.2% | - - | -0.2 -0.2% +15.1 +16.4% |
| Accessories and other | 222.4 | 221.5 | +0.9 +0.4% | +2.6 +1.2% | -0.5 -0.2% -1.2 -0.5% |
| Motorhomes and caravans | 2,550.2 | 2,436.0 | +114.2 +4.7% | +8.5 +0.3% | -11.1 -0.5% +116.8 +4.8% |
| Mobile homes | 253.8 | 245.6 | +8.2 +3.3% | +25.3 +10.3% | - - -17.1 -7.0% |
| Trailers | 115.1 | 113.2 | +1.9 +1.7% | - - | +0.2 +0.2% +1.7 +1.5% |
| Other | 22.5 | 24.6 | -2.1 -8.5% | - - | - - -2.1 -8.5% |
| Other leisure activities | 391.4 | 383.4 | +8.0 +2.1% | +25.3 +6.6% | +0.2 +0.1% -17.5 -4.6% |
| Sales | 2,941.6 | 2,819.4 | +122.2 +4.3% | +33.8 +1.2% | -10.9 -0.4% +99.3 +3.5% |
Source : Webdisclosure.com
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