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Publicis Groupe SA (PUBGY)
OTHER OTC:PUBGY
Earnings Data
Report Date
Jul 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
1.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a strong operational and financial year: double‑digit total revenue growth in reported currency, solid organic performance (5.6% FY), record operating margin (18.2%), EPS and free cash flow milestones, substantial new business wins and market share gains. Headwinds were primarily external (currency translation) and segment‑specific (Publicis Sapient/client CapEx caution), plus higher financial expenses and planned incremental investments. Management issued a conservative-yet-confident 2026 organic guidance (4–5%) while outlining a medium‑term ambition of 6–7% growth and 7–9% EPS growth driven by AI, bolt‑on M&A and continued client wins. Overall, positives materially outweigh the negatives, which are mostly manageable or strategic investments.Company Guidance
Strong Organic Growth and Market Share Gains
Q4 organic growth +5.9% leading to full-year 2025 organic growth +5.6%; record market share gains and sixth consecutive year of industry outperformance (outperformance vs consensus average >700 bps in 2025).
Robust Top-Line and Revenue Metrics
Full-year revenue EUR 17.399 billion (+8.5% vs 2024); full-year net revenue EUR 14.547 billion (+4.2% reported, +5.6% organic). In USD terms net revenue $16.4 billion (+8.8% vs 2024).
Improved Profitability and Operating Leverage
Operating margin reached a record 18.2% (EUR 2.648 billion), operating margin rate up 20 bps vs 2024; management cites ~50 bps of operating leverage in 2025 (35 bps personnel + 15 bps other OPEX) net of ~30 bps incremental investments.
Earnings Per Share and Free Cash Flow Milestones
Headline EPS EUR 7.48, +6.6% at constant currency (reported +2.5%); free cash flow before change in working capital EUR 2.032 billion, +10.6% year-on-year; in USD FCF $2.3 billion (+~15.5%).
Strong New Business and Client Retention
Record new business performance created ~250 bps tailwind in 2025; management reports very high client retention with a 98% retention rate on new business and no material account losses.
Segment and Regional Outperformance
Connected Media (60% of net revenue) delivered high single-digit organic growth; Intelligent Creativity (~26%) mid-single-digit growth; Publicis Sapient positive in Q4. Regionally: US Q4 organic +4.3% (FY +5.2%), Europe Q4 +6.3% (FY +4.2%), Asia‑Pac Q4 +6.2% (FY +5.8%); China FY +6%.
Active M&A and Strategic Investments
Invested circa EUR 1 billion (2024 pace maintained) across identity (Lotame), pharma (p-value), influencer (Captiv8, BR Media), sport (Adopt, Bespoke); 2025 acquisitions grew ~20% organically; 2026 bolt-on acquisition plan ~EUR 900 million.
Capital Allocation and Shareholder Returns
Proposed dividend EUR 3.75 per share, +4.2% vs 2024 (payout ratio 50.1%); company plans FY2026 free cash flow target ~EUR 2.1 billion with continued dividend + buybacks and bolt-on M&A.
PUBGY 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
PUBGY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $25.46 | $23.15 | -9.08% |
Jul 17, 2025 | $26.06 | $24.30 | -6.72% |
Feb 04, 2025 | $25.72 | $26.48 | +2.95% |
Jul 18, 2024 | $25.87 | $26.60 | +2.83% |
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 Publicis Groupe SA (PUBGY) report earnings?
Publicis Groupe SA (PUBGY) is schdueled to report earning on Jul 16, 2026, Before Open (Confirmed).
What is Publicis Groupe SA (PUBGY) earnings time?
Publicis Groupe SA (PUBGY) earnings time is at Jul 16, 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 PUBGY EPS forecast?
Currently, no data Available