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Arcadis NV Earnings Calls
| Release date | Feb 19, 2026 |
| EPS estimate | $1.93 |
| EPS actual | $1.55 |
| EPS Surprise | -19.69% |
| Revenue estimate | 2.235B |
| Revenue actual | 2.141B |
| Revenue Surprise | -4.19% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.67 |
| EPS actual | $1.41 |
| EPS Surprise | -15.57% |
| Revenue estimate | 2.352B |
| Revenue actual | 2.888B |
| Revenue Surprise | 22.82% |
| Release date | May 08, 2025 |
| EPS estimate | $0.480 |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 13, 2025 |
| EPS estimate | $0.760 |
| EPS actual | $1.51 |
| EPS Surprise | 98.68% |
| Revenue estimate | 1.03B |
| Revenue actual | 2.571B |
| Revenue Surprise | 149.68% |
Last 4 Quarters for Arcadis NV
Below you can see how ARCVF 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 | Feb 13, 2025 |
| Price on release | $56.85 |
| EPS estimate | $0.760 |
| EPS actual | $1.51 |
| EPS surprise | 98.68% |
| Date | Price |
|---|---|
| Feb 07, 2025 | $56.85 |
| Feb 10, 2025 | $56.85 |
| Feb 11, 2025 | $56.85 |
| Feb 12, 2025 | $56.85 |
| Feb 13, 2025 | $56.85 |
| Feb 14, 2025 | $54.72 |
| Feb 18, 2025 | $54.72 |
| Feb 19, 2025 | $54.72 |
| Feb 20, 2025 | $52.45 |
| 4 days before | 0% |
| 4 days after | -7.74% |
| On release day | -3.75% |
| Change in period | -7.74% |
| Release date | May 08, 2025 |
| Price on release | $46.34 |
| EPS estimate | $0.480 |
| EPS actual | - |
| Date | Price |
|---|---|
| May 02, 2025 | $46.34 |
| May 05, 2025 | $46.34 |
| May 06, 2025 | $46.34 |
| May 07, 2025 | $46.34 |
| May 08, 2025 | $46.34 |
| May 09, 2025 | $46.34 |
| May 12, 2025 | $46.34 |
| May 13, 2025 | $46.34 |
| May 14, 2025 | $46.34 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Jul 31, 2025 |
| Price on release | $49.81 |
| EPS estimate | $1.67 |
| EPS actual | $1.41 |
| EPS surprise | -15.57% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $49.81 |
| Jul 28, 2025 | $49.81 |
| Jul 29, 2025 | $49.81 |
| Jul 30, 2025 | $49.81 |
| Jul 31, 2025 | $49.81 |
| Aug 01, 2025 | $48.99 |
| Aug 04, 2025 | $49.81 |
| Aug 05, 2025 | $49.81 |
| Aug 06, 2025 | $49.81 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Feb 19, 2026 |
| Price on release | $45.30 |
| EPS estimate | $1.93 |
| EPS actual | $1.55 |
| EPS surprise | -19.69% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $45.30 |
| Feb 13, 2026 | $45.30 |
| Feb 17, 2026 | $45.30 |
| Feb 18, 2026 | $45.30 |
| Feb 19, 2026 | $45.30 |
| Feb 20, 2026 | $45.30 |
| Feb 23, 2026 | $33.25 |
| Feb 24, 2026 | $33.25 |
| Feb 25, 2026 | $33.25 |
| 4 days before | 0% |
| 4 days after | -26.60% |
| On release day | 0% |
| Change in period | -26.60% |
Arcadis NV Earnings Call Transcript Summary of Q4 2025
Arcadis reported mixed 2025 results: revenue of EUR 3.8bn (organic decline ~0.5ppt) with pockets of strong performance in Resilience (excluding environmental restoration), North American/European mobility, data centers and semiconductors, but significant weakness in Places—notably Property & Investment (P&I) and mobility in the U.K./Australia. The company delivered record cash collection (EUR 288m free cash flow for the year; EUR 344m cash-in in Q4) after intensified billing/collection discipline. Backlog rose ~3% to EUR 3.6bn. Management enacted sizeable rightsizing and cost-reduction measures in 2025 (c.1,100 headcount reductions, EUR 77m non-operating costs) and plans further reductions in early 2026 (additional ~150 in P&I plus ongoing overhead actions). P&I suffered a EUR 22m revenue/EBITDA reduction following a Canadian portfolio review and ERP-related distractions. Arcadis is pivoting capital and talent toward higher-growth markets (water, energy & power, data centers, life sciences, critical minerals, climate resilience) and investing in digital/AI capabilities to boost productivity and value-based pricing. Guidance: 2026 is framed as a reset year—management expects flat organic net revenue for 2026 with a weak start and an operating EBITDA margin target of 11.7%–12.0%. A Capital Markets Day is planned for November 2026 to present a new 3-year strategy and targets. Management emphasizes continued M&A optionality, disciplined capital allocation (dividend proposed EUR 1.05 per share, completed EUR 175m buyback), and accountability under the incoming CEO Heather Polinsky.
