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Lectra SA (FR:LSS)
:LSS
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Lectra SA (LSS) AI Stock Analysis

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FR:LSS

Lectra SA

(LSS)

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Neutral 65 (OpenAI - 5.2)
Rating:65Neutral
Price Target:
€23.00
▲(25.00% Upside)
Action:Reiterated
Date:08/04/26
The score is driven primarily by solid operating profitability and healthy free-cash-flow generation alongside a stable balance sheet, offset by TTM revenue contraction and only modest net-margin/ROE performance. Technically, the uptrend is supportive, but overbought signals reduce the near-term setup. Valuation is the largest headwind given the high P/E and modest dividend yield.
Positive Factors
High gross and operating margins
Sustained high gross margin and strong EBIT/EBITDA indicate durable pricing power and operational leverage from software and systems sales. These structural margins support reinvestment in R&D and services, aiding competitiveness and resilience through industry cycles.
Negative Factors
Trailing revenue contraction
Ongoing top-line decline weakens scale benefits and can reduce recurring software and service revenue over time. If revenue erosion continues, it may force higher customer acquisition costs or price concessions, pressuring margins and long‑term growth prospects.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross and operating margins
Sustained high gross margin and strong EBIT/EBITDA indicate durable pricing power and operational leverage from software and systems sales. These structural margins support reinvestment in R&D and services, aiding competitiveness and resilience through industry cycles.
Read all positive factors

Lectra SA (LSS) vs. iShares MSCI France ETF (EWQ)

Lectra SA Business Overview & Revenue Model

Company Description
Lectra S.A. specializes in crafting intelligent industrial solutions for the fashion, automotive, and furniture industries. The company's comprehensive offerings include advanced software, automated cutting equipment, and related support services....
How the Company Makes Money
Lectra makes money primarily by selling and supporting a mix of software and manufacturing technology used to design and produce goods. Key revenue streams typically include: - Software revenue: Fees from licensing or subscribing to Lectra’s soft...

Lectra SA Financial Statement Overview

Summary
Overall fundamentals are solid but not standout: revenue is declining TTM (-6.8%), while gross margin remains strong (~74%) and operating margins are healthy (EBIT ~27.6%, EBITDA ~36.0%). Net margin is modest (~4.7%) versus prior years, and ROE has softened (~6.7%). Cash generation is good (TTM FCF ~58M, ~0.86x net income), though the provided operating cash flow coverage metric is relatively low (~0.21).
Income Statement
68
Positive
Balance Sheet
74
Positive
Cash Flow
71
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue485.14M506.73M526.67M477.58M521.93M387.58M
Gross Profit357.92M369.26M376.87M333.18M347.69M262.57M
EBITDA69.97M75.13M90.06M77.70M86.41M50.04M
Net Income23.01M25.96M31.16M33.90M44.39M28.25M
Balance Sheet
Total Assets804.05M818.86M915.68M809.22M834.90M795.96M
Cash, Cash Equivalents and Short-Term Investments44.15M65.06M81.90M115.05M130.63M130.59M
Total Debt130.37M111.75M134.64M129.31M153.65M173.82M
Total Liabilities463.65M458.57M541.34M391.36M382.68M395.17M
Stockholders Equity330.74M344.86M353.29M409.83M449.50M398.06M
Cash Flow
Free Cash Flow58.00M63.73M81.55M52.49M50.10M48.34M
Operating Cash Flow67.39M73.75M88.32M59.57M57.79M54.51M
Investing Cash Flow-17.08M-10.61M-80.93M-24.25M-12.34M-187.34M
Financing Cash Flow-66.85M-67.66M-44.23M-49.53M-46.03M125.87M

Lectra SA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price18.40
Price Trends
50DMA
18.54
Positive
100DMA
17.40
Positive
200DMA
19.39
Positive
Market Momentum
MACD
1.57
Negative
RSI
81.46
Negative
STOCH
85.25
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:LSS, the sentiment is Positive. The current price of 18.4 is below the 20-day moving average (MA) of 20.67, below the 50-day MA of 18.54, and below the 200-day MA of 19.39, indicating a bullish trend. The MACD of 1.57 indicates Negative momentum. The RSI at 81.46 is Negative, neither overbought nor oversold. The STOCH value of 85.25 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FR:LSS.

Lectra SA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
€1.78B26.391.79%8.20%18.11%
72
Outperform
€29.00B21.6814.86%1.36%-1.69%15.95%
67
Neutral
€297.67M15.4527.27%6.94%10.75%-12.80%
65
Neutral
€894.22M39.195.72%1.90%-7.72%-25.52%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FR:LSS
Lectra SA
23.65
-0.27
-1.12%
FR:DSY
Dassault Systemes
21.68
-4.68
-17.77%
FR:SWP
SWORD GROUP SE
31.20
-3.13
-9.13%
FR:PLNW
Planisware Societe anonyme
25.60
8.06
45.98%

Lectra SA Corporate Events

Lectra boosts profitability in Q2 2026 and reaffirms 2026–2028 growth roadmap
Jul 30, 2026
Lectra reported second-quarter 2026 revenue of €126.5 million, essentially flat year-on-year, but delivered a 12% rise in current EBITDA to €21.6 million, lifting the margin to 17.1%. Higher recurring revenue, better equipment orders a...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 04, 2026