Atos SE (AEXAY)
OTHER OTC:AEXAY
Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-8.16Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear operational progress and cost discipline (margin improvement, strong Genesis savings execution, improved book-to-bill and liquidity) with significant residual challenges (material top-line decline, a substantial FY loss driven by restructuring/impairments and provisions, elevated net debt and refinancing sensitivity). Management provided a cautious but constructive 2026 outlook (targeting positive organic growth with a downside to -5%, operating margin ~7% and positive cash flow), and emphasized strategic repositioning into agentic AI, sovereignty and cyber. The tone was cautiously optimistic: strong evidence of a reset and structural recovery but with execution and market risks to monitor in 2026 before a full rebound/acceleration can be confirmed.Company Guidance
Revenue and FY 2025 Results
Reported revenues of EUR 8,001 million in FY2025, above the prior guidance; FY25 organic revenue decline of ~14% versus prior year, with Q4 organic decline narrowing to ~9% (inflection in trajectory).
Material Improvement in Profitability
Operating income (EBIT) improved to EUR 351 million (4.4% operating margin) in FY2025, more than doubling versus pro forma FY2024 EBIT of EUR 172 million.
Cash and Liquidity Position
Net change in cash improved to -EUR 326 million in FY2025 (vs ~-EUR 700 million in FY2024), liquidity reported at around EUR 1.7 billion — well above the EUR 650 million covenant.
Genesis savings and cost actions
Genesis plan targeted EUR 650 million of savings; management reports ~88% of target achieved with roughly EUR 350 million already flowing into FY2025 P&L and ~EUR 200 million expected in 2026. G&A reduced by roughly 26%.
Operational improvements and working capital
Book-to-bill improved to 89% for FY2025 (94% in H2 2025) versus 82% in 2024; renewal rate of 92%; DSO and receivables improved (DSO at target, receivables reductions cited ~13% and ~27% depending on metric). OMDA generated EUR 883 million; capex disciplined (~EUR 170 million in FY2025, management targets ~EUR 100m+ for 2026).
Strategic product and go-to-market launches
Launched Atos Amplify (consulting) and announced four sovereign Agentic Studios (U.K., U.S., France, Germany) to focus on mission-critical agentic AI, digital sovereignty and cyber; new partnerships with hyperscalers and foundational-model partner(s) and awarded Frontier partner status with Microsoft.
Commercial traction in AI, cloud and cyber
Management highlighted growing demand and client wins/trials (examples: Scottish Water, Defra, mBank, Eurocontrol) and expects to win multiple large strategic deals (estimated 19 >EUR30m deals in 2026 vs 10 in 2024) supported by repositioned portfolio and sales actions (top-100 account reviews producing EUR 1bn+ of opportunities).
Workforce and portfolio simplification
Headcount at ~63,000 (pro forma ~57,000 excluding Latin America and small divestitures) with exits or inactivation of ~10 countries and seven country disposals completed (Latin America and certain Nordics divestments planned/announced) as part of perimeter simplification.
AEXAY 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
AEXAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 06, 2026 | $9.24 | $8.77 | -5.01% |
Aug 01, 2025 | $4.84 | $4.84 | 0.00% |
Aug 01, 2024 | $2084.63 | $2035.23 | -2.37% |
Mar 26, 2024 | $3665.40 | $3685.16 | +0.54% |
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 Atos SE (AEXAY) report earnings?
Atos SE (AEXAY) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Atos SE (AEXAY) earnings time?
Atos SE (AEXAY) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is AEXAY EPS forecast?
Currently, no data Available