In brief

Marcopolo earned R$ 186.5 million in 3Q26.

Profit fell 43.4% in a year.

What we know

04
  1. Verified fact · material

    Marcopolo posted net income of R$ 186.5 million in 3Q26.

    Profit.

    Sources[01][02]
  2. Verified fact · material

    Net income fell 43.4% from the same period of 2025.

    Decline.

    Sources[01][02]
  3. Verified fact

    According to CNN Brasil, Ebitda fell 34.7% to R$ 274 million, below consensus.

    Ebitda.

    Sources[01]
  4. Verified fact

    According to Investidor10, net revenue was R$ 2.29 billion, down 8.5%.

    Revenue.

    Sources[02]

Transmission to assets

Market read-through

The below-forecast result pressures the stock short term.

Portfolio impact

01
POMO4negative

Falling profit.

Order recovery.

What would change the view: Weak demand.

direct20% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

What to watch

  • Order backlog
  • Exports

Limits of the reporting

What remains uncertain

  • Consensus appears in only one source.

Full sources

02