Latest news with #ArcadisNV
Yahoo
01-08-2025
- Business
- Yahoo
Arcadis NV (ARCAY) (Q2 2025) Earnings Call Highlights: Strategic Growth Amid Market Challenges
Release Date: July 31, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Arcadis NV (ARCAY) reported stable net revenues year-on-year, with strong demand in North America and Europe. The company's backlog grew organically by 12% year-on-year, reaching 3.6 billion, providing visibility into 2026 and beyond. Strong performance in energy transition solutions, particularly in Germany, and water optimization in the US contributed to revenue growth. The operating EBITA margin improved to 11.3% in Q2, up from 10.8% the previous year, demonstrating effective strategic priorities and operational discipline. Arcadis NV (ARCAY) continues to invest in digital platforms and AI, enhancing its service offerings and operational efficiency. Negative Points The UK market experienced an 8% organic revenue decline in the first half, impacting overall growth. The Australian infrastructure sector remained soft, affecting revenue performance. Free cash flow was negative 136 million for the half year, influenced by seasonal patterns and timing of tax payments. Delays in large capital expenditure decisions in industrial manufacturing and property sectors impacted growth. The company faced challenges in the UK and Australia due to policy uncertainties and market conditions. Q & A Highlights Warning! GuruFocus has detected 2 Warning Signs with LSPD. Q: Can you provide more details on the "book and burn" revenue and expectations for the second half of the year? A: We continue to maximize opportunities from our existing frameworks, which include both short-term and long-term projects. In the second half of the year, we expect a blend of these projects, including short-term ones that will quickly move us forward, alongside larger, long-term projects like those in the AM8 cycle. Q: Regarding OpEx investments, what should we expect for the second half of 2025? A: We plan to continue our OpEx investments throughout 2025 at a similar level to the first half. These investments are prioritized this year to benefit us in 2026 and beyond, aligning with our strategy to ensure long-term sustainable growth. Q: Could you clarify your growth expectations for the second half of the year, and have there been any changes to the large projects won last year? A: We anticipate a gradual return to growth in the second half, with stronger growth expected towards the end of the year. Regarding large projects, there have been no cancellations or changes; the mobilization time is significant due to their scale, but we expect a step-up in activity between the first and second halves of the year. Q: How do you see the recovery potential of the UK market, and will it fully reverse the first half's decline? A: We expect a gradual recovery in the UK, driven by the mobilization of recent contract wins and the AM8 cycle. While we don't anticipate an immediate sharp turnaround, we are confident that the UK market has bottomed out and is on a path to recovery. Q: What is the outlook for the operating EBITA margin in the second half and into 2026? A: We aim to continue improving our margin trajectory, with a similar margin improvement expected in the second half as seen in the first half. By 2026, we anticipate benefiting from the investments made this year, leading to further efficiency gains and margin improvements. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
29-05-2025
- Business
- Business Insider
Kepler Capital Sticks to Their Buy Rating for Arcadis NV (0N6B)
In a report released on May 27, Tim Ehlers from Kepler Capital maintained a Buy rating on Arcadis NV (0N6B – Research Report), with a price target of €65.00. The company's shares closed last Tuesday at €45.46. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Ehlers covers the Industrials sector, focusing on stocks such as Arcadis NV, Nedap N.V, and Signify NV. According to TipRanks, Ehlers has an average return of 19.2% and a 48.00% success rate on recommended stocks. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Arcadis NV with a €65.00 average price target.
Business Insider
23-05-2025
- Business
- Business Insider
Kepler Capital Remains a Buy on Arcadis NV (0N6B)
In a report released on May 21, Tim Ehlers from Kepler Capital maintained a Buy rating on Arcadis NV (0N6B – Research Report), with a price target of €65.00. The company's shares closed last Wednesday at €45.84. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Ehlers is a 4-star analyst with an average return of 17.6% and a 44.00% success rate. Arcadis NV has an analyst consensus of Strong Buy, with a price target consensus of €65.00, representing a 41.80% upside. In a report released on May 8, KeyBanc also maintained a Buy rating on the stock with a €55.00 price target.
Yahoo
14-05-2025
- Business
- Yahoo
Posthaste: Developers lament construction costs in Canada, but it could be a lot worse
Construction costs have been a major obstacle for growth in some of Canada's big cities, but those costs fall in the middle of the road compared to the world's urban centres. Toronto (No. 41), Vancouver (No. 46), Calgary (No. 48) and Montreal (No. 50) each fall into the middle of the pack in Arcadis NV's list of the 100 most expensive cities for construction. Interest rates, material costs and red tape are among the factors developers lament about Canadian construction, but Arcadis believes the outlook for Canadian development is positive. 'There is a huge pipeline of work, and a large amount of infrastructure spending has already been committed,' Catherine Bruen, business unit leader of cost and commercial management at Arcadis, said in a news release. 'This should hopefully lead to a return to growth across the construction sector in 2025 and beyond.' United States tariffs on Canadian products threaten to further slow construction down, but the federal government has taken steps to reduce costs for developers. The federal government last spring removed the GST on new rental housing construction projects, which 70 per cent of developers believe will help with long-term supply, according to Canada Mortgage Housing Corp. The government is now promising the 'most ambitious housing plan since the Second World War,' with the goal of building 500,000 new homes annually. Prime Minister Mark Carney is planning $10 billion in financing for affordable home builders, cutting red tape and introducing tax incentives to spur construction. But the political climate is making construction more difficult in the near term. 'Any growth potential could be tempered by a couple of headwinds, namely the prospect of potential delays to project approvals until the dust settles after April's election, plus the ongoing tariff trade dispute with the U.S.,' the Arcadis report said. Geneva, London, Zurich, Munich and New York City were the five most expensive cities for construction. But there is room for optimism, according to Arcadis, which believes construction is ready for a rebound. 'Despite many challenges, there is a clear horizon of opportunity,' Paul Maddison, acting global head of cost and commercial management, said in the report. 'Even with slower growth, most development markets show strong underlying demand, whether for modern, near-zero-carbon office space, data centre capacity or housing. Demand for data centres, for example, has driven rents high enough to offset construction cost premiums.' to get Posthaste delivered straight to your U.S.'s loss could be Canada's gain for the job market. A burst in interest for U.S.-based jobs among foreigners has plummeted to levels not seen since before the COVID-19 pandemic, according to new data from Indeed Inc. Clicks on job postings have fallen more than 30 per cent since their August 2023 peak, with white collar jobs such as science, engineering and mathematics facing the steepest drop. The changing dynamics could help Canada's economy, as the 'brain drain' from the U.S. could soon begin to look north. Read more here. Canadian Chamber of Commerce B7 Summit begins in Ottawa Today's Data: Building permits for March, vehicle sales for March (expected) Earnings: Cisco Systems Inc., Stantec Inc. These are the Carney cabinet picks that business leaders will be watching Honda taps the brakes on $15-billion EV project in Ontario amid tariffs and market slowdown These are the stock market sectors poised to benefit from the Carney era Ontario to make gas tax cut permanent, remove tolls on Highway 407 East Taking a mid-career gap to travel or assess your life situation can be a viable choice for many Canadians, but it can jeopardize your financial health without the proper planning. Mary Ellen Byrne, a senior wealth adviser and portfolio manager at Richardson Wealth Ltd., recommends taking into account all priorities and making adjustments to maintain them as a successful way to manage extended time off. Read more here. Are you worried about having enough for retirement? Do you need to adjust your portfolio? Are you starting out or making a change and wondering how to build wealth? Are you trying to make ends meet? Drop us a line at wealth@ with your contact info and the gist of your problem and we'll find some experts to help you out while writing a Family Finance story about it (we'll keep your name out of it, of course). Want to learn more about mortgages? Mortgage strategist Robert McLister's Financial Post column can help navigate the complex sector, from the latest trends to financing opportunities you won't want to miss. Plus check his mortgage rate page for Canada's lowest national mortgage rates, updated daily. Visit the Financial Post's YouTube channel for interviews with Canada's leading experts in business, economics, housing, the energy sector and more. Today's Posthaste was written by Ben Cousins with additional reporting from Financial Post staff, The Canadian Press and Bloomberg. Have a story idea, pitch, embargoed report, or a suggestion for this newsletter? Email us at posthaste@ High down payments keep Canadians out of homeownership Car ownership has gotten more expensive and it could get worse Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
