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Atos Origin Sa Unsp Adr Earnings Calls
| Release date | Mar 06, 2026 |
| EPS estimate | $14.72 |
| EPS actual | -$8.16 |
| EPS Surprise | -155.41% |
| Revenue estimate | 5.147B |
| Revenue actual | 4.641B |
| Revenue Surprise | -9.83% |
| Release date | Aug 01, 2025 |
| EPS estimate | $4.29 |
| EPS actual | -$8.80 |
| EPS Surprise | -305.08% |
| Revenue estimate | 5.76B |
| Revenue actual | 4.733B |
| Revenue Surprise | -17.82% |
| Release date | Jul 30, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Mar 05, 2025 |
| EPS estimate | $3.66 |
| EPS actual | $286.52 |
| EPS Surprise | 7,728.42% |
| Revenue estimate | 5.31B |
| Revenue actual | 4.777B |
| Revenue Surprise | -10.04% |
Last 4 Quarters for Atos Origin Sa Unsp Adr
Below you can see how AEXAY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Mar 05, 2025 |
| Price on release | $14.00 |
| EPS estimate | $3.66 |
| EPS actual | $286.52 |
| EPS surprise | 7,728.42% |
| Date | Price |
|---|---|
| Feb 27, 2025 | $10.00 |
| Feb 28, 2025 | $10.00 |
| Mar 03, 2025 | $10.00 |
| Mar 04, 2025 | $11.00 |
| Mar 05, 2025 | $14.00 |
| Mar 06, 2025 | $12.00 |
| Mar 07, 2025 | $10.00 |
| Mar 10, 2025 | $10.00 |
| Mar 11, 2025 | $10.50 |
| 4 days before | 40.00% |
| 4 days after | -25.00% |
| On release day | -14.29% |
| Change in period | 5.00% |
| Release date | Jul 30, 2025 |
| Price on release | $4.66 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 24, 2025 | $4.35 |
| Jul 25, 2025 | $7.00 |
| Jul 28, 2025 | $4.66 |
| Jul 29, 2025 | $4.66 |
| Jul 30, 2025 | $4.66 |
| Jul 31, 2025 | $4.66 |
| Aug 01, 2025 | $4.66 |
| Aug 04, 2025 | $7.00 |
| Aug 05, 2025 | $5.33 |
| 4 days before | 7.13% |
| 4 days after | 14.33% |
| On release day | 0% |
| Change in period | 22.48% |
| Release date | Aug 01, 2025 |
| Price on release | $4.66 |
| EPS estimate | $4.29 |
| EPS actual | -$8.80 |
| EPS surprise | -305.08% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $4.66 |
| Jul 29, 2025 | $4.66 |
| Jul 30, 2025 | $4.66 |
| Jul 31, 2025 | $4.66 |
| Aug 01, 2025 | $4.66 |
| Aug 04, 2025 | $7.00 |
| Aug 05, 2025 | $5.33 |
| Aug 06, 2025 | $8.00 |
| Aug 07, 2025 | $8.00 |
| 4 days before | 0% |
| 4 days after | 71.67% |
| On release day | 50.21% |
| Change in period | 71.67% |
| Release date | Mar 06, 2026 |
| Price on release | $9.53 |
| EPS estimate | $14.72 |
| EPS actual | -$8.16 |
| EPS surprise | -155.41% |
| Date | Price |
|---|---|
| Mar 02, 2026 | $10.50 |
| Mar 03, 2026 | $10.50 |
| Mar 04, 2026 | $9.76 |
| Mar 05, 2026 | $9.76 |
| Mar 06, 2026 | $9.53 |
| Mar 09, 2026 | $9.53 |
| Mar 10, 2026 | $9.53 |
| Mar 11, 2026 | $9.53 |
| Mar 12, 2026 | $9.53 |
| 4 days before | -9.24% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -9.24% |
Atos Origin Sa Unsp Adr Earnings Call Transcript Summary of Q4 2025
Key points for investors:
- Financial performance: FY-2025 revenue EUR 8.001bn (-14% yoy pro forma), operating margin EUR 351m (4.4%), OM improvement (best margin since 2021) and net change in cash -EUR 326m (improved vs -EUR 735m in 2024). Liquidity ~EUR 1.7bn, well above covenant. Net debt EUR 1.8bn (leverage ~3.17x).
- Genesis turnaround progress: management says ~88% of targeted EUR ~650m savings have been achieved (EUR ~350m realized in P&L in 2025) with ~EUR 200m more to come in 2026. G&A down ~26%; DSO and working capital improved.
- 2026 guidance and medium-term targets: management budget expects positive organic growth for 2026 (but prudently allows a downside to -5%). Target operating margin ~7% for 2026 (~EUR 500m), moving toward ~10% by 2028 and net debt <1.5x by 2028. Company expects to be cash flow positive in 2026.
- Strategic pivot to AI, sovereignty and cyber: launch of Atos Amplify (consulting) and four “Agentic Sovereign Studios” (UK, US, France, Germany) to deliver mission-critical, sovereign, agentic AI; management positions Atos as specialist for regulated/mission-critical environments and sovereign solutions (partnerships with hyperscalers and AI-native players).
- Commercial and operational notes: book-to-bill improved (H2 94%, FY 89%); renewal rate ~92%; pipeline quality and win-rates said to be improving; management willing to walk away from low-margin deals—average new-contract margin higher than prior year.
- Key risks and near-term items: remaining restructuring cash outflows in 2026 (management expects most one-offs to finish by 2027), litigation and onerous-contract provisions (management says FY-25 provisioning is prudent and does not expect material additional charges in 2026), exposure to refinancing markets (priority to refinance expensive 1L tranche when market window opens), and residual concentration (top 4 countries ~70% of revenues).
