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Arcadis (ARCAD) investor relations material
Arcadis Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Net revenues for H1 2025 were stable at €1.9 billion, with strong demand in North America and Europe offsetting UK and Australia softness.
Margin performance remained robust, with operating EBITA/EBITDA margin at 11.1% for H1 and 11.3% in Q2, reflecting disciplined project selection and investments in digital and talent.
Backlog quality improved, reaching €3.6 billion, up 12% year-over-year, driven by large multi-year projects and strategic client focus.
Integration of WSP Rail, WSP Germany, and KUA Data Centers progressing well, unlocking new growth opportunities, especially in Germany and Data Centers.
Confident outlook for H2 2025, expecting a return to growth as large contracts ramp up and market stability improves.
Financial highlights
Net revenues stable year-over-year at €1.9 billion for H1 2025.
Operating EBITA/EBITDA margin at 11.1% for H1; Q2 margin improved to 11.3% (up from 10.8% last year, adjusted for provision release).
Free cash flow for H1 was negative €136 million, impacted by tax payment timing, restructuring, and seasonal patterns.
Net debt/operating EBITDA ratio at 1.8x, within target range; net debt increased to €1,039 million.
Basic EPS for H1 2025 was €1.19–€1.35, down 4% year-over-year.
Outlook and guidance
Expecting a return to modest growth in H2 2025, with stronger momentum in Q4 as large projects ramp up and UK market stabilizes.
Margin improvement trajectory to continue, aiming for 12.5% by 2026, with benefits from current investments expected next year.
On track to achieve 2024–2026 strategic targets: mid to high single-digit organic net revenue growth, 12.5% operating EBITA margin, and Net Debt/Operating EBITDA of 1.5–2.5x.
Strategic OpEx investments to remain at similar levels in H2 2025, stepping down in 2026.
UK market anticipated to recover gradually, supported by AMP8 contracts and increased public spending.
Assess impact of UK spending review on Places GBA.
Explain strategic levers driving EBITA margin improvement.
How will AMP8 water contracts impact near-term revenue?
Quantify 2026 margin uplift from 2025 investments.
Which sectors will drive growth beyond 2025?
How does skill-powered org prevent talent gaps?
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Next Arcadis earnings date
Q3 2025 TU30 Oct, 2025
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Frequently asked questions
Arcadis NV is a global design, engineering, and consulting firm specializing in sustainability and infrastructure solutions. The company provides services in areas such as urban development, water management, environmental restoration, and transportation systems. Its offerings include project management, architectural design, engineering, and consultancy to clients in both the public and private sectors. Arcadis focuses on delivering solutions that enhance quality of life and address challenges related to urbanization, climate change, and digital transformation. The company is headquartered in Amsterdam, Netherlands, and its shares are listed on the Euronext Amsterdam.
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