Education
About Us
Working with TipRanks
Follow Us
EVS Broadcast Equipment SA (GB:0N9Z)
LSE:0N9Z
Earnings Data
Report Date
Aug 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.94Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Feb 27, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a largely positive operational and strategic picture: record FY2025 revenue, expanding order book, accelerating North America momentum, product/AI innovation, and a healthy pipeline underpin a confident FY2026 revenue guidance (EUR 220–240M). That said, there are tangible near-term financial headwinds — net profit and EBIT declines, a 1.5pp gross margin dip, tariff-related cost inclusion, higher working capital and a 22% fall in net cash — and inorganic dilution from recent robotics acquisitions that will depress margins in 2026 by an estimated 1–1.5 points before gradual convergence. Management emphasized mitigations (price actions, supply-chain adjustments), conservative milestone recognition, and long-term integration plans. Overall, strategic progress and growth indicators outweigh the short-term margin and cash impacts, supporting a constructive outlook.Company Guidance
Record Revenue and Growth
FY2025 revenue reached EUR 208.1M (record high), up 5.1% YoY. On a constant-currency basis revenue would have been EUR 211.6M (+6.9%). Management also notes normalized growth of 14.2% when excluding 2024 Big Event Rental revenue.
Order Intake and Order Book Expansion
Order intake for FY2025 was EUR 225M, up 7.8% YoY and including EUR 14.9M of Big Event Rental contracts for 2026. The order book closed at EUR 182M, up 11.3% YoY, with long-term secured sales (2027+) increasing to >EUR 81M (vs ~EUR 53-56M historically).
Strong North America Momentum
North America revenue grew to ~EUR 78M (from EUR 56M in 2023), cited as a 39% growth over two years; the U.S. commercial funnel increased 47% YoY. The company doubled its North American headcount (~50 to >100) and completed the Telemetrics acquisition to add local R&D and manufacturing.
Profitability and EPS
EBIT of EUR 43.3M (20.8% EBIT margin) — slightly below prior year on a reported basis but would have been EUR 46M (+2.4%) at constant currency. Net profit of ~EUR 38.5-38.6M produced diluted EPS of EUR 2.73 per share; management highlights underlying one-offs when discussing the net profit decline.
Guidance and Pipeline
FY2026 revenue guidance set at EUR 220M–240M (midpoint EUR 230M), close to market consensus (EUR 232M). The commercial pipeline snapshot grew ~26% YoY, and management reports accelerating pipeline since 2019 (2.4x) with additional acceleration into 2026.
Strategic Acquisitions and TAM Expansion
2025 acquisitions (Telemetrics and XD Motion) expanded the Media Production Robotics capability (T-Motion) and increased total addressable market by ~EUR 100M. These moves extend EVS from control rooms into studio/robotics and complement MediaCeption/LiveCeption solutions.
Product & Technology Developments
Launched XtraMotion 3.0, expanded generative-AI effects, integrated Move Up and Move I/O (from prior MOG acquisition) into MediaCeption, launched Tactiq (flexible control room), and deployed VIA-MAP, Move and T-Motion in major winter events — supporting cross-solution adoption.
Recurring Revenue and SLA Growth
Recurring services (SLA) revenue continued to grow: SLA base increased ~37% over two years. Management also notes growth in flex license and on-demand activation (ODA) revenue contributing to recurring revenue.
Shareholder Returns and Balance Sheet Actions
Proposed dividend of EUR 1.20 per share for FY2025 (EUR 0.60 interim paid, EUR 0.60 proposed final). Total shareholder return since 2020 cited as +159%. Net cash ended at EUR 58.4M after planned uses (dividend, buyback, acquisitions).
ESG and People
High employee engagement (92% indicated EVS is a great place to work) and fourth consecutive Top Employer certification; continued ESG focus with external ratings (Ecovadis, Sustainalytics) highlighted.
GB:0N9Z 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
GB:0N9Z Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | €34.20 | €35.65 | +4.24% |
Aug 19, 2025 | €37.15 | €37.45 | +0.80% |
Feb 18, 2025 | €32.73 | €32.87 | +0.45% |
Nov 14, 2024 | €26.96 | €27.11 | +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 EVS Broadcast Equipment SA (GB:0N9Z) report earnings?
EVS Broadcast Equipment SA (GB:0N9Z) is schdueled to report earning on Aug 27, 2026, Before Open (Confirmed).
What is EVS Broadcast Equipment SA (GB:0N9Z) earnings time?
EVS Broadcast Equipment SA (GB:0N9Z) earnings time is at Aug 27, 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 the P/E ratio of EVS Broadcast Equipment SA stock?
The P/E ratio of EVS Broadcast Equipment is N/A.
What is GB:0N9Z EPS forecast?
Currently, no data Available