Mobico lifts 2025 profit on Alsa strength as turnaround gains traction

Mobico Group ( (GB:MCG) ) has provided an update.

Mobico Group reported 2025 adjusted operating profit up 9% to £198m on revenue of £2.76bn, driven by another record year of double-digit growth at its Alsa division, which offset weaker trading in UK Coach and operational issues at U.S. shuttle arm WeDriveU. Statutory operating profit fell to £21.9m due to one-off non-cash items, while free cash flow declined as a result of the NASB business prior to its sale, though covenant gearing improved to 2.7x helped by £273m of disposal proceeds and the group maintained ample liquidity with an undrawn £600m facility.

Management said its ‘Simplify, Strengthen, Succeed’ turnaround remains on track, highlighting an agreement in principle with German rail transport authorities to underpin a sustainable rail business and the ongoing integration of UK Coach into Alsa to cut overheads and enhance competitiveness. The group is targeting £100m of annualised cost savings by the end of 2026 through cost reductions, strict capex controls and continued monetisation of UK Bus assets, and expects adjusted operating profit in 2026 to be broadly stable in a £195m–£210m range, signalling an emphasis on margin improvement and deleveraging over rapid top-line expansion.

The most recent analyst rating on (GB:MCG) stock is a Hold with a £24.00 price target. To see the full list of analyst forecasts on Mobico Group stock, see the GB:MCG Stock Forecast page.

Spark’s Take on GB:MCG Stock

According to Spark, TipRanks’ AI Analyst, GB:MCG is a Neutral.

The score is primarily held back by weak financial performance (ongoing losses, pressured margins, high leverage, and volatile free cash flow). Technicals are only modestly supportive with mixed momentum and a longer-term downtrend (below 100/200-day averages). Earnings-call commentary adds some offset via revenue growth and reaffirmed guidance, but is tempered by profit decline and elevated debt; valuation remains weak due to negative earnings and no dividend yield provided.

To see Spark’s full report on GB:MCG stock, click here.

More about Mobico Group

Mobico Group is an international shared mobility provider operating bus, coach and rail services across the UK, North America, continental Europe, North Africa and the Middle East. The company’s portfolio includes its high-performing Alsa division in Spain and other markets, corporate shuttle operator WeDriveU in North America, and UK and German public transport operations, positioning it as a major player in regulated and contracted transport services.

Average Trading Volume: 3,046,735

Technical Sentiment Signal: Strong Sell

Current Market Cap: £136.4M

See more data about MCG stock on TipRanks’ Stock Analysis page.