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Did Koninklijke Philips beat or miss consensus estimates last quarter?

- **Revenue Growth**: 3% YoY comparable sales, driven by North America (8% order growth) and Personal Health (11% growth).
- **Margin Expansion**: Adjusted EBITDA margin up 50bps to 12.3%, with full tariff mitigation in Q3.
- **Cash Flow Strength**: Free cash flow of EUR 172M, on track for EUR 0.2-0.4B full-year target.
- **Strategic Moves**: USD 150M U.S. manufacturing investment to reduce tariff risk; AWS cloud partnership driving Connected Care growth.
- **Risk Management**: FDA warning letter remediation underway; no commercial impact expected.

**【CEO Summary Section】**
- **Order Momentum**: Q3 order intake grew 8%, marking the 4th consecutive quarter of improvement, driven by North America and Connected Care. Year-to-date orders are up 6%.
- **Revenue Performance**: Comparable sales growth stepped up to 3% YoY, with broad-based contributions from all segments. Personal Health led with 11% growth, while D&T and Connected Care grew 1% and 5%, respectively.
- **Margin Expansion**: Adjusted EBITDA margin expanded 50bps to 12.3%, despite full-quarter tariff impact. Gross margin improvements from new innovations offset cost headwinds.
- **Tariff Mitigation**: Full-year tariff impact expected at EUR 150-200M, with mitigation efforts (inventory management, exemptions) reducing impact in Q3.
- **FDA Update**: Received FDA warning letter but remains confident in remediation efforts; no commercial impact anticipated.

**【CFO Financial Commentary】**
- **Profitability**: GAAP net income of EUR 187M, Non-GAAP EPS of EUR 0.36 (13% YoY growth). Adjusted EBITDA margin improved 40bps YoY to 11.2%.
- **Productivity Savings**: Delivered EUR 222M in Q3, bringing YTD total to EUR 566M, on track for EUR 800M full-year target.
- **Cash Flow**: Free cash flow of EUR 172M (EUR 150M YoY improvement), with full-year guidance of EUR 0.2-0.4B.
- **Tariff Impact**: Q3 tariff impact fully offset, but annualized impact expected to weigh on 2026 margins.
- **FX Hedging**: No margin impact in Q3, but Q4 may see headwinds from currency volatility.

**【Q&A Highlights】**
- **Pricing Strategy**: Expect limited price hikes; innovation-driven margin expansion (e.g., AI-powered solutions) will be key.
- **China Dynamics**: Cautious outlook due to slow tender conversion, but no restocking; Personal Health growth offset D&T softness.
- **Tariff Mitigation**: 2026 reshoring investments (e.g., USD 150M in U.S. manufacturing) to reduce tariff exposure.
- **Connected Care Strength**: Hospital monitoring partnerships (e.g., AWS cloud migration) driving 5% sales growth and margin expansion.
- **Regulatory Engagement**: Advocating for tariff relief while maintaining quality compliance post-FDA warning letter.

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