Sodexo SA (SDXAY)
OTHER OTC:SDXAY
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Earnings Data
Report Date
Oct 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.3Last Year’s EPS
0.53Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed picture: management has enacted a decisive strategic and organizational reset with targeted investments and early signs of improved commercial intensity, but H1 financials reveal meaningful execution shortfalls (margin compression, negative net new business, North America weakness), sizeable one-off provisions/charges and a recalibration of FY26 guidance. Short-term financial headwinds and higher leverage outweigh the early operational positives, though the company emphasizes that actions underway are intended to restore sustainable performance.Company Guidance
Leadership Reset and Strategic Program
New CEO Thierry Delaporte initiated a rapid leadership reshuffle (about two-thirds of North America leadership changed), simplified global structure (removed zone layer), pushed decision-making closer to clients and launched the 'shift and grow' program to restore execution, commercial intensity and accountability.
Organic Growth in H1 and Pricing Contribution
Group organic growth in H1 was +1.7% with pricing contributing ~+2.4% and like-for-like volume growth ~+0.2%, consistent with January expectations.
Regional Outperformance in Rest of World and Europe
Rest of the World organic growth +9.2% (driven by India, Australia, Brazil); Europe organic growth +2.8%, supported by Healthcare & Senior and strong Sodexo Live! activity.
Early Commercial Signs and Pipeline
Management reports an uptick in sales intensity and a slightly increasing pipeline; several at-risk deals were reportedly retained, indicating early positive commercial momentum.
Investment in Capabilities and Technology
Company accelerated investments in technology, core systems (finance and HR), commercial capabilities and supply/ workforce management to improve productivity and predictability; these are deliberate short-term margin trade-offs for longer-term execution improvement.
Operating Cash Flow and Cash Generation
Operating cash flow was €616m in H1 (up €16m YoY) and management reiterated seasonal normalization of working capital with expectation of improved second-half cash generation.
Decisive Contract and Asset Review
A comprehensive, case-by-case review of contracts and assets was completed to improve visibility and reduce future volatility; management framed provisions as establishing a more robust, predictable baseline.
SDXAY 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
SDXAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 10, 2026 | $10.36 | $9.30 | -10.27% |
Oct 23, 2025 | $12.48 | $11.57 | -7.29% |
Apr 04, 2025 | $12.29 | $11.40 | -7.24% |
Oct 24, 2024 | $15.33 | $16.36 | +6.71% |
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 Sodexo SA (SDXAY) report earnings?
Sodexo SA (SDXAY) is schdueled to report earning on Oct 23, 2026, Before Open (Confirmed).
What is Sodexo SA (SDXAY) earnings time?
Sodexo SA (SDXAY) earnings time is at Oct 23, 2026, Before Open (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 SDXAY EPS forecast?
SDXAY EPS forecast for the fiscal quarter 2026 (Q4) is 0.3.