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Arcadis
Arcadis (ARCAD) investor relations material
Arcadis Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
2025 delivered mixed results with net revenues of €3.8 billion, reflecting growth in Resilience and Mobility but offset by underperformance in Places, Property & Investment, and Environmental Restoration.
Significant restructuring and cost reduction actions included a reduction of 1,100 roles (3% of workforce), with further reductions planned for 2026.
Record free cash flow of €288 million for the year and €344 million in Q4, driven by improved cash collection and working capital management.
Backlog increased to €3.6 billion, with organic growth of 2.7% and a step-up in Q4 order intake, especially in high-growth areas.
Leadership transition announced, with Heather Polinsky to become CEO on March 1, 2026, aiming for a more client-centric and performance-driven culture.
Financial highlights
Net revenues for 2025 were €3.8 billion, down 0.5% organically year-over-year; operating EBITA margin was 11.1% (Q4: 10.8%).
Free cash flow reached €288 million, up 26% year-over-year, with net working capital at 8.3% of gross revenues.
Dividend proposed at €1.05 per share, up 5% year-over-year, within a 30%-40% payout ratio.
€225 million returned to shareholders via buybacks and dividends; €175 million share buyback completed, reducing shares by 5%.
Net debt/Operating EBITDA at 1.5x, within the strategic target range.
Outlook and guidance
2026 is positioned as a reset year, with flat organic net revenue growth expected and operating EBITA margin guidance of 11.7%-12.0%.
First half of 2026 expected to be weak, with improvement anticipated in the second half as restructuring and market repositioning take effect.
Focus remains on high-growth sectors: Water, Energy, Technology, Pharma, and major infrastructure.
Further rightsizing and project selectivity to drive margin improvement.
Capital Markets Day planned for November 2026 to outline medium-term strategy.
P&I business: What is the remaining risk?
How will 2026 EBITA margin targets be met?
How will new CEO's priorities impact 2026?
Explain 2026 flat revenue despite cuts
How will AI and digital drive future growth
Future headcount reduction focus areas
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Next Arcadis earnings date
Q1 2026 TU30 Apr, 2026
Arcadis
Next Arcadis earnings date
Q1 2026 TU30 Apr, 2026
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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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