Arcadis Positioned for 2H25 growth
Arcadis executes on its strategic roadmap, supported by a resilient global platform, disciplined M&A integration, and exposure to structural growth markets. In this note, we take a closer look at Arcadis' water activities—an increasingly important growth engine within its Resilience GBA—and assess how recent developments position the company for topline acceleration in the second half of 2025. Despite macro uncertainty, Arcadis remains on track to deliver organic growth and margin expansion, underpinned by backlog strength and operational leverage.Arcadis NV is a global asset design and consultancy company. The Company is engaged in providing consultancy, design, engineering and management services in the area of infrastructure, water, environment and buildings. The Company's segments include Americas; Europe and Middle East; Asia Pacific, and CallisonRTKL. Its business lines include infrastructure, water, environment and buildings. Infrastructure business line focuses on sustainable infrastructure solutions for transportation by road, rail, air and over water, and creating reliable energy supply systems. The Company is an environmental solutions provider to private industry, and delivers projects that protect the earth's resources. It offers water supply, treatment, management and conveyance solutions. The Company also offers contract solutions, master planning and sustainable urban development, commercially led program management, business advisory, data analysis and architecture and design solutions.
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