The earnings call presented a mixed picture with strong revenue growth driven by ALSA and new contract opportunities, but significant challenges remain, including a decline in profit, high debt levels, and operational issues in WeDriveU and German Rail.
Company Guidance
In the recent call, Mobico provided guidance for the second half of 2025, emphasizing several key metrics. The company reported a 7% year-over-year increase in group revenue, reaching £1.3 billion, largely driven by ALSA's strong performance with a 13% revenue growth and 10% underlying profit growth in Spain. However, adjusted operating profit for the group decreased by £8.7 million to £59.9 million due to challenges in WeDriveU and German Rail divisions. Despite these issues, the company remains committed to its full-year profit guidance of £180 million to £195 million. To achieve this, Mobico plans to focus on cost control, improving operational efficiency, and reducing debt. The company also highlighted the importance of simplifying its business structure and integrating the U.K. Coach operations with ALSA to create a pan-European coach powerhouse. Additionally, discussions are progressing in Germany to address past contract losses and improve future profitability, while in the U.K., a recent 8.6% fare increase in the bus sector is expected to generate approximately £8 million in operating profit for the year.
Revenue Growth
Group revenue increased by GBP 86 million, reaching GBP 1.3 billion, a 7% increase compared to last year, driven by strong growth in ALSA and WeDriveU.
ALSA Performance
ALSA delivered a strong performance with an underlying profit growth of approximately 10% and passenger figures growing 11.5% in Spain.
New Contracts and Opportunities
ALSA is currently bidding for a significant 10-year asset-light contract in Saudi Arabia valued at over EUR 500 million, part of a EUR 75 billion global investment.
Cost Reduction Strategy
The company is focused on reducing costs and simplifying the business to improve profitability and strengthen the balance sheet.
Mobico Group (GB:MCG) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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:MCG Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Sep 09, 2025
32.34p
27.60p
-14.66%
Apr 29, 2025
33.58p
31.96p
-4.82%
Aug 21, 2024
58.05p
68.35p
+17.74%
Apr 22, 2024
60.05p
54.15p
-9.83%
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 Mobico Group Plc (GB:MCG) report earnings?
Mobico Group Plc (GB:MCG) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).
What is Mobico Group Plc (GB:MCG) earnings time?
Mobico Group Plc (GB:MCG) earnings time is at Feb 26, 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.