The Nemetschek Group delivered another quarter of strong financial performance, with its Build segment leading growth and reinforcing the company’s strategy of combining artificial intelligence with targeted acquisitions. In the second quarter of 2026, the AEC/O software provider reported revenue of EUR 327.7 million, up 14.5% year over year, while EBITDA increased 15.8% to EUR 98.6 million. Net income reached EUR 66 million, and earnings per share rose 25.3% to EUR 0.57. For the first half of 2026, revenue climbed to EUR 640.7 million, representing constant-currency growth of 15.7%.
Architosh notes that a major milestone during the quarter was the completion of Nemetschek’s largest acquisition to date, Heavy Construction Systems Specialists (HCSS), which officially joined the company on July 1. HCSS expands Nemetschek’s presence in infrastructure and heavy civil construction while bringing a business that generated more than USD 215 million in annual revenue during 2025. The acquisition is expected to strengthen the Build segment further through organic growth and synergies with brands such as Bluebeam and GoCanvas.
Artificial intelligence remains another key pillar of Nemetschek’s strategy. The launch of Bluebeam Max, the company’s first agentic AI suite for the construction industry, represents an important step in integrating AI across its software portfolio. By adding premium AI capabilities to an already established subscription platform, Nemetschek aims to increase customer value while creating new revenue opportunities.
Among the company’s business segments, Build delivered the strongest performance with 22.4% revenue growth and an industry-leading 40.1% margin. The Design segment also posted healthy growth of 9.9%, supported by brands including Graphisoft, Allplan, and Vectorworks. Meanwhile, the Manage segment recorded modest gains, while the Media segment, led by Maxon, remained relatively flat, highlighting the need for stronger differentiation in the visualization market.
Despite weakness across AEC software stocks amid slower construction activity, Nemetschek’s financial outlook remains positive. The company expects organic revenue growth of 14% to 15% for 2026 and continues to invest in AI-driven products and strategic acquisitions. With recurring revenue, healthy margins, and an expanding AI portfolio, Nemetschek appears well positioned for sustained long-term growth as digital transformation continues across the architecture, engineering, construction, and operations industries.
