Dassault Systèmes has projected revenue growth of 6% to 8% for 2025, an improvement from 5% in the previous year, driven by stronger software sales in late 2024. The French software firm, which serves the automotive, aerospace, and industrial sectors, also expects diluted earnings per share to rise to between 1.36 and 1.39 euros, up from 1.20 euros in 2024. Additionally, its operating margin is forecasted to increase to a range of 32.6%–32.9%, compared to 31.9% last year.
The positive outlook follows improved performance in Dassault’s software division, where revenue grew 9% in Q4 to 1.60 billion euros, supported by strong demand in the aerospace and defense sectors. The company’s flagship 3DEXPERIENCE platform, which offers 3D modeling, data management, and project management tools, saw sales growth of 22% in Q4—up from 21% in the same quarter of 2023 and recovering from a 10% decline in Q3 2024.
Dassault also announced a long-term partnership with Volkswagen to optimize the automaker’s engineering and manufacturing processes, though financial details were not disclosed.
Meanwhile, revenue at Medidata, Dassault’s clinical trial data analytics unit, increased by just 1% in Q4, an area closely monitored by investors.
Analysts at Stifel described the results as solid despite macroeconomic challenges but noted that the company’s 2025 guidance remains cautious. Dassault’s shares rose up to 2.5% at market open before stabilizing.
