reports
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Wim Lewi
- Kristof Samoy
Arcadis Guidance for moderate 2H25 growth prompts model revision
Arcadis released its 1H25 results last week. As anticipated, the Places segment continued to experience weakness due to ongoing uncertainty around capital expenditure programs. Resilience delivered strong margin performance, though topline growth and order intake decelerated. The UK segment declined 8%, impacted by the completion of HS2, the conclusion of the spending review in June, and the onset of the AMP8 cycle. On the analyst call, management guided for moderate growth in 2H25, diverging fr...
- ING Helpdesk
- Guy Sips
- Kristof Samoy
- Michiel Declercq
Arcadis nominates Simon Crowe as new CFO and member of the Executive B...
Arcadis nominates Simon Crowe as new CFO and member of the Executive Board Arcadis nominates Simon Crowe as new CFO and member of the Executive Board Amsterdam, 5 August 2025 – Arcadis (EURONEXT: ARCAD), a global leader in sustainable design, engineering, and consultancy solutions, today announces that its Supervisory Board has nominated Simon Crowe for the position of Chief Financial Officer (CFO) and member of the Executive Board, succeeding Virginie Duperat-Vergne, who left Arcadis on 31 May 2025. The Supervisory Board will propose Simon’s appointment as CFO and member of the Executive...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
V1S ARKEMA
LHN HOLCIM AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
VIE VEOLIA ENVIRONNEMENT SA
IPN IPSEN SA
RR. ROLLS-ROYCE HOLDINGS PLC
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
LI KLEPIERRE SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
OMV OMV AG
KOMB KOMERCNI BANKA A.S.
ISP INTESA SANPAOLO S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
UCB UCB S.A.
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
NEM NEMETSCHEK SE
ARCAD ARCADIS NV
EDW EDP RENOVAVEIS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI BANCO SANTANDER S.A.
RIO ANHEUSER-BUSCH INBEV SA/NV
LDO RIO TINTO PLC
SNP LEONARDO SPA
ARGX PETROM S.A.
SHL ARGEN-X SE
ULA SIEMENS HEALTHINEERS AG
KBX UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
NEXI KNORR-BREMSE AG
FDJ NEXI S.P.A.
SHEL LA FRANCAISE DES JEUX SA
P911 SHELL PLC
DSFIR DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM KONINKLIJKE DSM N.V.
TEN ARM HOLDINGS PLC
SYENS TENARIS S.A.
AAL SYENSQO
ANGLO AMERICAN PLC
- Louis Boujard
- CFA
- Philippe Ourpatian
V1S ARKEMA
LHN HOLCIM AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
VIE VEOLIA ENVIRONNEMENT SA
IPN IPSEN SA
RR. ROLLS-ROYCE HOLDINGS PLC
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
LI KLEPIERRE SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
KOMB KOMERCNI BANKA A.S.
ISP INTESA SANPAOLO S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
UCB UCB S.A.
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
NEM NEMETSCHEK SE
ARCAD ARCADIS NV
EDW EDP RENOVAVEIS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI BANCO SANTANDER S.A.
RIO ANHEUSER-BUSCH INBEV SA/NV
LDO RIO TINTO PLC
SNP LEONARDO SPA
ARGX PETROM S.A.
SHL ARGEN-X SE
ULA SIEMENS HEALTHINEERS AG
KBX UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
NEXI KNORR-BREMSE AG
FDJ NEXI S.P.A.
SHEL LA FRANCAISE DES JEUX SA
P911 SHELL PLC
DSFIR DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM KONINKLIJKE DSM N.V.
TEN ARM HOLDINGS PLC
SYENS TENARIS S.A.
AAL SYENSQO
ANGLO AMERICAN PLC
- Martijn Den Drijver
- Kristof Samoy
Arcadis 1H25 results overall in line, growth decelerating in Resilienc...
1H25 net revs were flat (-0.1% organically) at €1937m (vs. our €1960m and css of €1957m). Operating EBITA landed at €215m below our €222m but inline with css of €215m. Sequentially the backlog fell slightly over 2Q to €976m (still +2.6% organically ytd), with 2Q book-to-bill ratio of 1.0x (vs. 1.1x in 1Q25). Overall results were in line but both revenue and order intake dynamics at Resilience are somewhat subdue, in spite of the solid margin performance of the GBA. Mobility remains on track for ...
- ING Helpdesk
Benelux Morning Notes
AB InBev: 2Q25 results. Air France-KLM: Nice beat, let's see how FY25 finishes. AMG: Uptrend continues in 2Q25 with 23% EBITDA beat and guidance up to +US$200m. Aperam: Slight 2Q25 EBITDA beat, 3Q25 seen down QoQ. Arcadis: EBITA margin held up well in 2Q25, order intake mixed. Ayvens: 2Q25 results. Azelis: Soft but largely in-line 2Q25 with EMEA offsetting weaker APAC. Bekaert: 1H25 miss and lowered outlook to result in c.5% consensus downside. Corbion: Taking it to the wire. dsm...
APAML APERAM SA
FAGR FAGRON SA
UCB UCB S.A.
AF AIR FRANCE-KLM SA
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ALD ALD SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
Arcadis Q2 and Half Year 2025 Results: Strong margin, well positioned ...
Arcadis Q2 and Half Year 2025 Results: Strong margin, well positioned for growth PRESS RELEASE Arcadis Second Quarter and Half Year Results 2025 Strong margin, well positioned for growth KEY HIGHLIGHTS Net revenues were €1,937 million: stable year-on-year on an organic basisIncreased Key Client order intake further improving backlog quality (3% ytd organic growth) Strong operating EBITA margin of 11.3% in the quarter, with substantial strategic investments to accelerate future growth and further cost efficienciesIntegration of recently acquired WSP Rail and KUA Data Centers unlocking new...
- Adrian Pehl
- Emira Sagaama
- Klaus Ringel
- Margaux van Oerle
- Adrian Pehl
- Emira Sagaama
- Klaus Ringel
- Margaux van Oerle
- Martijn Den Drijver
- ING Helpdesk
- ING Helpdesk
- Dirk Verbiesen
- Quirijn Mulder
Arcadis/Let's see how 2H25 works out/HOLD
After contact with IR, we learned that 2Q25 has its challenges, mostly in line with 1Q. Idle time due to the ending of large contracts and ramping up of new ones was a factor and additionally, more markets encounter difficulties led by Mobility which suffers from a serious slowdown in the UK and Australia. Also, Places weakens. Resilience is doing better but not strong enough to compensate for the other GBAs. We fine-tune our estimates, expecting virtually no organic growth and no margin improve...
- ING Helpdesk
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