WCB Topic · Updated 8 Nov 2026
Q3 2026 Results: The Global Cleaning Industry
Third-quarter results from listed cleaning, pool, outdoor and appliance companies worldwide: who grew, who lost money, and what tariffs and refunds did to the numbers.
Fourteen listed companies have reported July–September 2026, plus Fluidra's nine-month and Makita's half-year figures. Robot-vacuum specialists grew fastest; large appliance groups shrank; tariff refunds lifted several US profits.
The story so far
The third quarter split the cleaning industry into clear groups. Robot-vacuum specialists kept growing fast: Roborock's revenue rose 34.85% to CNY 5.61 billion with profit up 33%, and ECOVACS grew 10.61% to CNY 4.65 billion. But ECOVACS's attributable net profit fell 72.43%, a reminder that growth in robot vacuums is no longer the same as profit.
The large appliance groups went the other way. Midea's revenue fell 4.12%, Haier's 10.13% and Whirlpool's 8.8%, with Whirlpool reporting a loss after an India impairment. SharkNinja grew 21.2%, but its Cleaning Appliances category grew only 4.1%; cooking, food preparation and beauty drove the group. Electrolux grew 3.5% organically and still reported a net loss.
Outdoor and pool were mixed. Husqvarna's sales fell and it reported an operating loss as European robotic-mower demand weakened. Pentair's pool sales fell 18% as a channel inventory reset ended, while Hayward grew 6.5%. Tennant's robotics sales rose 71%. In the US, refunds of the IEEPA tariffs struck down in February lifted reported profits at SharkNinja and Stanley Black & Decker, so headline profit growth there needs to be read with the refund taken out.
Timeline
Husqvarna opens the season with a loss
Sales fall to SEK 9.01 billion and the group reports an operating loss as European robotic-mower demand weakens.
Groupe SEB flat like-for-like
Q3 sales of EUR 1.96 billion, up 2.5% reported and down 0.1% like-for-like.
Electrolux grows, still loses money
Organic growth of 3.5% on sales of SEK 33.9 billion, with a SEK 340 million net loss.
Whirlpool sales fall 8.8%
An India impairment drives a quarterly loss.
Pentair pool sales fall 18%
The company says its channel inventory reset is complete.
Hayward grows 6.5% and raises guidance
Net pricing and modest volume growth lift North American sales.
Haier revenue falls 10.13%
Weaker demand in China pulls revenue down to CNY 69.7 billion.
Midea revenue falls, reported profit rises
Revenue down 4.12%; attributable net profit up 25.93% while recurring profit falls.
Roborock and ECOVACS report
Roborock grows 34.85% with profit up 33%; ECOVACS grows 10.61% while profit falls 72.43%.
Tennant robotics up 71%
Net sales rise 6.2% and orders 9.5%.
SharkNinja and Stanley Black & Decker close the season
SharkNinja grows 21.2% and raises its outlook; both companies book IEEPA tariff refunds.
Key questions
Which cleaning companies grew fastest in Q3 2026?
Among companies that reported July–September, Roborock grew fastest at 34.85%, followed by SharkNinja at 21.2% and ECOVACS at 10.61%. SharkNinja's growth came mainly from categories outside cleaning; its Cleaning Appliances sales rose 4.1%.
Is robot-vacuum growth turning into profit?
Not evenly. Roborock's attributable net profit rose 33.01% alongside revenue, while ECOVACS's fell 72.43% to about CNY 121 million despite 10.61% revenue growth. Price competition and spending are absorbing much of the growth.
Why are the big appliance groups shrinking?
Midea, Haier and Whirlpool all reported lower revenue. Haier cited weaker demand in China, and Whirlpool cited soft North American demand and booked an India impairment. Their figures cover whole groups, so cleaning is a small part of the picture.
What happened in pool and outdoor equipment?
Pentair's pool sales fell 18% as it finished reducing channel inventory, while Hayward grew 6.5% and Fluidra grew 4% at constant exchange rates over nine months. Husqvarna reported an operating loss as European robotic-mower demand weakened.
Do the US results include tariff refunds?
Yes, for some companies. After the Supreme Court struck down the IEEPA tariffs, SharkNinja recognised USD 109.6 million and Stanley Black & Decker a USD 180.7 million pre-tax gain from refunds in Q3. SharkNinja excludes the refund from its adjusted results.
Analysis
What Company Results Reveal About the Pressure on Cleaning AppliancesThird-quarter filings from Chunguang, Xinbao, Dechang, Ecovacs and Roborock show how pricing, currency swings and inventory are squeezing the cleaning appliance supply chain.
$166 Billion in Tariff Refunds Is Being Paid Out. Who Actually Gets the Money?Amazon has received about $600 million in IEEPA tariff refunds, but the money follows the importer of record—not marketplace sales or brand nationality.
China’s Cleaning Appliance Industry Is Entering a Financial Reality CheckFirst-quarter results, DJI’s robot vacuum signal and Pudu’s financing show China’s cleaning appliance sector moving from growth stories to operating tests.
Can Roborock Reach RMB 70 Billion by 2029?Roborock’s Hong Kong application proof, 2025 results and category expansion show what must happen for the company to approach RMB 70 billion in annual revenue by 2029.
94% of SharkNinja's Q2 Growth Came From Outside CleaningSharkNinja grew 22.2% in Q2, but cleaning appliances contributed only 6.4% of incremental sales. The company is becoming a global household-products platform.
Global Power Tool Brands Are Reshaping Their PortfoliosMakita, Stanley Black & Decker, Chervon and TTI show how power tool companies are reallocating assets, channels and manufacturing footprints.