Education
About Us
Working with TipRanks
Follow Us
Amadeus IT Group, S.A. (AMADY)
OTHER OTC:AMADY
Earnings Data
Report Date
May 08, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.16Last Year’s EPS
0.89Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: double-digit acceleration in Q4, solid full-year growth across revenue, adjusted EBIT and EPS at constant currency, robust free cash flow and substantial shareholder returns. Management highlighted significant commercial wins (Nevio adoption by Lufthansa Group, Navitaire Stratos deals), successful cloud migration completion, strategic AI positioning and continued high R&D investment to capture medium-term opportunities. Near-term headwinds were acknowledged—primarily a cloud migration-related margin timing impact, elevated cost and investment levels, a slight YoY FCF dip due to nonrecurring items, and some booking softness in Q4 from U.S. cancellations. Overall, the positives (strong growth, cash generation, strategic wins and clear midterm targets) outweigh the manageable and largely one-off or investment-related lowlights.Company Guidance
Strong Top-Line and Profit Growth
Full year 2025 group revenue of EUR 6,517m, +9% at constant currency (+6% reported); adjusted EBIT EUR 1,894m, +10% at constant currency (+9% reported). Q4 revenue +10% and adjusted EBIT +15% at constant currency, showing acceleration into year-end.
Robust Cash Generation and Shareholder Returns
Free cash flow of EUR 1,302m in 2025 (7% growth excluding nonrecurring 2024 flows); pretax operating cash flow conversion 94%; returned EUR 2bn to shareholders through dividends and buybacks in the year; completed EUR 1.3bn buyback in Q4 2025 and announced an additional EUR 500m buyback to be executed within six months.
High R&D Investment to Support Long-Term Growth
R&D investment of EUR 1,434m in 2025, up 7.6% year-on-year and representing 22% of revenue; management expects continued high investment levels to underpin AI, Nevio, Navitaire Stratos, hospitality platform and cloud initiatives.
Segment-Level Momentum — Air IT Solutions
Air IT Solutions revenue +8.7% at constant currency for 2025; full-year PBs +3.8% and revenue per PB +4.7%; Q4 revenue growth for the segment +10.9% CC. Key commercial wins and implementations (Lufthansa Group adopting Nevio across 9 airlines; Pan American World Airways; Thai Airways selecting dynamic pricing).
Segment-Level Momentum — Hospitality & Payments
Hospitality & Other Solutions revenue +9.6% at constant currency in 2025 and Q4 +13.9% CC, driven by customer implementations (first Marriott properties live on CRS, Accor, Ascott Limited pilots) and payments growth; contribution up 13.8% with contribution margin improving 1.3 percentage points to 35.8%.
Air Distribution Growth and Improved Unit Economics
Air Distribution revenue +8% at constant currency in 2025, driven by booking volumes +2.8% and revenue per booking +5%; contribution margin expanded 2.3pp to 49.6% as unit economics improved.
Strategic Technology & AI Positioning
Completed cloud migration; expanded partnerships with Google and Microsoft; 25% of Altéa PBs engaged in Nevio program; over 75 signed NDC airline distribution agreements; acquisition of AI-first Skylink to accelerate conversational/orchestration capabilities—positioned to be an orchestration layer in an AI-enabled travel ecosystem.
Midterm Financial Outlook and EPS Target
Announced midterm targets: group revenue high single-digit CAGR (2026–28, constant currency), adjusted EBIT margin expansion over the period, low double-digit adjusted diluted EPS CAGR, and high single-digit free cash flow CAGR; 2026 guidance includes high single-digit revenue growth CC, stable adjusted EBIT margin (cloud ramp-up drag) and free cash flow EUR 1.35–1.45bn.
AMADY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AMADY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $60.60 | $62.27 | +2.76% |
Nov 07, 2025 | $75.45 | $76.83 | +1.84% |
Jul 31, 2025 | $80.69 | $80.11 | -0.72% |
May 08, 2025 | $78.64 | $74.56 | -5.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Amadeus IT Group, S.A. (AMADY) report earnings?
Amadeus IT Group, S.A. (AMADY) is schdueled to report earning on May 08, 2026, TBA (Confirmed).
What is Amadeus IT Group, S.A. (AMADY) earnings time?
Amadeus IT Group, S.A. (AMADY) earnings time is at May 08, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMADY EPS forecast?
AMADY EPS forecast for the fiscal quarter 2026 (Q1) is 1.16.