Compass Group PLC

Compass Group PLC Earnings Recaps

CPG.L Consumer Discretionary 1 recap
Q4 2025 Nov 26, 2025

Compass delivered robust full-year results, achieving nearly 12% profit growth and generating $2 billion in free cash flow for the first time, bolstered by strong net new business wins.

Key takeaways
  • Operating profit increased to over $3.3 billion, with earnings per share up over 11% in constant currency.
  • Net new business growth remained stable at 4.5%, maintaining the target range for the fourth consecutive year.
  • Free cash flow conversion improved to 88%, reflecting strong cash management and operational efficiency.
  • The company expects operating profit growth of approximately 10% and organic revenue growth of about 7% for fiscal year 2026.
  • Acquisitions, particularly the pending Vermaat purchase, are projected to contribute 2% to profit growth in 2026, reinforcing the firm's M&A strategy.