- Net profit of R$ 152.1 million in Q3 2026 (up 117% year-over-year).
- Guidance met for the fourth consecutive quarter, according to a material fact filing for MOVI3 stock.
- Total gross revenue of R$ 4.2 billion and a record in the rental division (R$ 2.7 billion).
Shares of MOVI3 posted strong gains following the release of their operational and financial preview, driven by the company's best quarterly result in four years.
What Did the MOVI3 Stock Results Preview Reveal in Q3 2026?
Movida Participações S.A. delivered a net profit of R$ 152.1 million in the third quarter of 2026, 117% higher than the same period a year earlier. The figure was made official through a material fact filing submitted to Brazil's securities regulator, the CVM, on October 13, 2026, by the company's executive board.
The document details that this is the company's highest quarterly result in the last four years. In addition, the company highlighted that it met its established guidance for the period, repeating the feat for the fourth consecutive quarter.
What Were Movida's Main Operational and Financial Figures?
Revenue expansion and cost control were the pillars supporting the rental company's preliminary balance sheet for the quarter. Total gross revenue reached R$ 4.2 billion, while revenue generated exclusively from rental operations hit an all-time record of R$ 2.7 billion—up 19% compared to Q3 2025.
On the operational front, the company reported EBITDA of R$ 1.8 billion (a 21% increase) and kept EBIT above the R$ 1.0 billion mark for the second consecutive quarter. Its fleet strategy remained guided by strong demand in the Rent-a-Car (RAC) segment, resulting in the sale of 20,100 vehicles during the quarter, while the used-car division maintained a stable EBITDA margin of 1.1%.
What Do Company Management and the Market Highlight Regarding Guidance?
Meeting guidance for the fourth consecutive quarter demonstrates the predictability and financial discipline promised by management. In a statement signed by Daniela Sabbag Papa, Chief Administrative, Financial, and Investor Relations Officer, the company attributed the performance to improvements in customer experience, the use of data analytics in pricing, and operational efficiency.
Despite a positive market reception—with MOVI3 trading near recent highs and delivering a solid 26.44% return over the last 12 months—management emphasized that the figures released are preliminary, unaudited, and subject to revision until the definitive official report is published.
For shareholders, confirmation of resilient margins and met targets reduces execution risk for the investment thesis in the vehicle rental and logistics sector. However, it is prudent to wait for the external audit process to conclude before inferring extraordinary dividend distributions or definitive adjustments to capital allocation.
What to Watch in Movida's Next Steps
Official audited report — Monitor the release of the complete report with independent audit validation of the Q3 2026 figures.
Guidance maintenance — Observe whether the company can extend its positive streak into Q4 2026 while maintaining leverage control and used-car margins.
