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Teleperformance (TLPFY)
OTHER OTC:TLPFY
Earnings Data
Report Date
Aug 05, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.49Last Year’s EPS
2.42Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a mixed but constructive picture: the company met its updated 2025 objectives, delivered strong cash generation (record H2 and EUR 901m FCF), stabilized leverage below 2x, advanced a large AI and efficiency program (>500 AI projects; >EUR 100m targeted run‑rate savings), and announced governance renewal and a dividend increase (+7%). Offsetting this, Specialized Services saw significant revenue declines (loss of major contracts ~EUR 140m), FX translation materially reduced reported results (c. EUR 362m impact), and management expects Q1 2026 to be softer with one‑time restructuring costs in 2026 and a lower FCF guidance (EUR 800–850m). Overall, the positives — delivery against targets, strong cash flow, clear transformation initiatives and a strengthened governance/strategy platform — outweigh the near‑term operational and FX headwinds, but investors should monitor Specialized Services, FX sensitivity and execution of the AI/efficiency programs.Company Guidance
Revenue and Like-for-Like Growth
Group net revenue of EUR 10.2 billion for FY2025 with like‑for‑like growth of +1.3% (excluding hyperinflation effects). Core Services delivered stable growth of +2.7% like‑for‑like.
Geographic Strengths
Strong regional momentum: Americas grew +1.4% like‑for‑like and EMEA delivered close to +4% like‑for‑like, with notable strength in the U.K., South Africa, Egypt, India and Latin America.
Profitability and Margins Met Guidance
EBIT (before nonrecurring items) reported around EUR 1.485 billion with an EBITDA margin reported at ~14.6% (stable versus guidance). Management confirmed delivery versus updated 2025 objectives.
Record Second‑Half Cash Generation and Strong Free Cash Flow
Record H2 cash generation of >EUR 640 million (H2: EUR 642 million) and full‑year free cash flow of EUR 901 million, demonstrating robust cash conversion.
Balance Sheet and Capital Allocation
Net debt stabilized below 2x EBITDA; average cost of debt below 4% and average maturity ~3 years. Board proposed a dividend increase of +7% to EUR 4.50 per share and returned 42% of free cash flow to shareholders via dividend and buybacks.
AI and Future Forward Initiatives
Launched >500 AI projects and the TP.ai strategy; internal AI & efficiency program targeting >EUR 100 million run‑rate savings in 2026 (with planned one‑time implementation costs). Data services for AI and sales/BPO lines showed strong growth (AI data services double‑digit, sales ~7% of group with high single‑digit growth, back‑office/BPO double‑digit).
Strategic & Governance Renewal
Board initiated governance renewal with appointment of incoming CEO Jorge Amar (AI/customer experience expert) starting March 16 and co‑option of new Board members; management launched a comprehensive strategic portfolio review (including potential divestitures and M&A).
Selective M&A and Scope Growth
Scope additions (ZP consolidated and Agents Only) contributed positively to revenue scope effect (~EUR 196 million), helping offset some Specialized Services declines.
Controlled Investment and CapEx Discipline
CapEx was maintained and increased in high‑demand markets to ~2.4% of sales, supporting growth while preserving investment in future capabilities.
TLPFY 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
TLPFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $29.70 | $31.49 | +6.01% |
Jul 31, 2025 | $49.12 | $49.05 | -0.14% |
Feb 27, 2025 | $52.99 | $50.50 | -4.70% |
Jul 30, 2024 | $55.59 | $56.48 | +1.59% |
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 Teleperformance (TLPFY) report earnings?
Teleperformance (TLPFY) is schdueled to report earning on Aug 05, 2026, During Market Hours (Confirmed).
What is Teleperformance (TLPFY) earnings time?
Teleperformance (TLPFY) earnings time is at Aug 05, 2026, During Market Hours (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 TLPFY EPS forecast?
TLPFY EPS forecast for the fiscal quarter 2026 (Q2) is 3.49.