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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Compass Group
Compass Group (CPG) investor relations material
Compass Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary21 Jul, 2026
Executive summary
Achieved organic revenue growth of 7.1% year-over-year, with client retention at 96% and net new business growth returning to the 4%-5% target range.
Secured $4.3 billion in new business wins over the last 12 months, up 16% year-over-year, with about half from first-time outsourcing.
Broad-based growth across all sectors, with business and industry leading, and strong performance in U.S. education, healthcare, sports & leisure, and defense.
Financial highlights
Organic revenue growth for Q3 2026: North America 7.5%, International 6.4%, Group 7.1%.
Net new business growth expected to accelerate in Q4, maintaining the 4%-5% range on a 12-month basis.
CapEx expected at $1.6 billion for the year, with 20% allocated to technology, data, and AI investments.
Capex trending around 3.5% of sales year-to-date, expected to be slightly higher at year-end due to client mobilisations.
Net expenditure on M&A was $2.4bn year-to-date, broadly unchanged from the half-year.
Outlook and guidance
Reiterated 2026 guidance of above 11% underlying operating profit growth in constant currency, driven by organic growth, acquisitions, and margin improvement.
Guidance driven by around 7% organic revenue growth, 2% profit growth from M&A, and ongoing margin progression.
Expect continued net new business acceleration and consistent delivery within the 4%-5% range for years to come.
Foreign exchange translation expected to positively impact 2025 revenue by $438m and operating profit by $23m if current rates persist.
Anticipate modest improvement in net new business in Q4, despite tough comparators from last year.
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Latest events from Compass Group
- Profit guidance raised above 11% after strong H1 growth, margin gains, and major acquisitions.CPG
H1 2026 - Q1 organic revenue up 7.3%, Vermaat acquired, and 2026 profit growth guidance reaffirmed.CPGQ1 2026 TU
- Profit up 11.7%, organic revenue up 8.7%, and FY26 profit growth guided at 10%.CPGH2 2025
- Profit guidance raised after strong Q3 growth and the €1.5bn Vermaat acquisition.CPGQ3 2025 TU
- Double-digit profit and revenue growth, margin expansion, and strong FY25 outlook.CPGH2 2024
- Scale, compliance, and digital innovation drive procurement excellence and growth.CPGESG Update
- Q3 organic revenue up 10.3% and full-year profit growth expected above 15%.CPGQ3 2024 TU
- Double-digit profit growth, strong cash flow, and high retention drive positive outlook.CPGH1 2025
- Q1 organic revenue up 9.2%, strong M&A, and positive outlook for profit and margin growth.CPGQ1 2025 TU
Next Compass Group earnings date
Q4 202624 Nov, 2026
Compass Group
Next Compass Group earnings date
Q4 202624 Nov, 2026
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Frequently asked questions
British Food Service Group
Compass Group is a British food service and support services company with multinational operations. The company provides catering services to a number of sectors including healthcare, education, business, sports, and military. Its services extend beyond food catering to include facility management and other support services, primarily aimed at the educational sector. The company is headquartered in Chertsey, England, and its shares are listed on the LSE.
Aiding the War Effort
The origins of Compass Group can be traced back to 1941 in the United Kingdom, under the name Factory Canteens Ltd. This initial venture was focused on providing catering services to factories during the war. When peace was achieved in Europe, the company continued to provide catering services across the country. In the following decades, it pursued a strategy of growth through acquisitions, extending its reach across various markets globally. The early 2000s saw Compass Group undergoing significant corporate restructuring. This included divesting non-core businesses to focus more intensely on catering and related services.
Food services
Compass Group provides food services across various sectors, providing all-encompassing solutions for clients looking to feed larger groups of people. The company delivers daily meal solutions for office workers and supplies schools and universities with catering. Other client groups include event organizers, hospitals and healthcare facilities, correctional facilities, and similar institutions. Some companies operating in the same sector are Sodexo and Aramark.
Other Services
Besides its primary focus on food services and catering, Compass Group offers a range of additional services that complement its core operations. These include facilities management, support services in the form of receptionists and other key operational roles for businesses, vending services, and event planning. All of these services can be combined with its catering to offer a comprehensive solution for its clients.