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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.
emeis
emeis (EMEIS) investor relations material
emeis Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary30 Oct, 2026
Executive summary
9M 2026 revenue reached €4,543m, up 6.0% like-for-like and 3.5% reported; occupancy rose 2.9 pts YoY to 90.2%.
Growth was led by nursing homes and international markets; 2026 EBITDAR growth guidance was reiterated at 12%–14%.
Management priorities include sustaining momentum and converting it into lasting margin, cash-flow and balance-sheet improvement.
Financial highlights
9M revenue increased from €4,388m to €4,543m; reported growth was 3.5%, while organic/LfL growth was 6.0%.
LfL growth contributions were price +3.5%, occupancy in mature facilities +1.8% and ramp-up of recently opened facilities +0.7%.
Revenue mix was 66% nursing homes and 30% clinics; international operations represented 60% of revenue and France 40%.
Outlook and guidance
FY 2026 LfL EBITDAR growth guidance remains 12%–14%, raised from above 10% after H1 results.
Year-end 2026 net debt leverage excluding IFRS 16 is expected at 8.1x–8.5x; the deleveraging trajectory is ahead of medium-term targets.
2024–2026 EBITDAR CAGR is projected at 16%–17%; 2024–2028 targets are 4%–5% LfL revenue CAGR and 12%–16% LfL EBITDAR CAGR.
Nursing-home payroll costs are expected to remain controlled, with negotiated salary increases incorporated and workforce measures supporting cost discipline.
Further bed openings are expected, particularly in the Netherlands; French growth is limited to selective M&A amid very marginal new authorizations.
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Latest events from emeis
- Strong H1 2025 growth, improved margins, and reduced leverage drive positive outlook.EMEIS
Investor presentation - H1 2026 delivered strong margin growth, debt reduction, and upgraded EBITDAR guidance.EMEISH1 2026
- Q1 2026 saw 6.3% organic revenue growth and occupancy rates rise to 89.1%.EMEISQ1 2026 TU
- 2025 delivered robust growth, margin expansion, and €1bn net debt reduction, with a positive outlook.EMEISH2 2025
- 2025 saw robust growth, margin recovery, and major deleveraging, exceeding guidance.EMEISQ4 2025 TU
- Strong organic growth, margin expansion, disposals above target, and leverage improvement.EMEISH1 2025
- Revenue up 9.2%, net loss narrows, and debt falls after major restructuring.EMEISH1 2024
- EBITDAR and EBITDA exceeded guidance as revenue, margins, and occupancy improved in 2024.EMEISH2 2024
- 2024 results beat guidance with strong margin recovery and €916m in asset disposals.EMEISQ4 2024 TU
Next emeis earnings date
Q4 202615 Jan, 2027
emeis
Next emeis earnings date
Q4 202615 Jan, 2027
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Frequently asked questions
emeis Société anonyme (formerly Orpea SA) is a France-based company specializing in the operation of retirement homes, outpatient and rehabilitation clinics, and psychiatric care facilities. The company also manages assisted living facilities and provides home care services. Orpea's offerings include long-term stays, short or respite stays, daycare, and specialized care for patients with Alzheimer’s and related diseases. The company is headquartered in Puteaux, Ile-de-France, and its shares are listed on the Euronext Paris.