The earnings call highlighted Sodexo's strong business development momentum, improved operating profit, and resilience in financial positioning. However, these positives were counterbalanced by significant challenges in North America, particularly in healthcare and education sectors, leading to a downward revision in full-year guidance. Macro conditions in Europe added further pressure.

Company Guidance -

Q4 2025

During the call, Sodexo revised its full-year guidance for fiscal year 2025, now expecting organic growth between 3% to 4%, down from the initial estimate of 5.5% to 6.5%. The revision is largely due to challenges in North America, which account for 80% of the shortfall, including a 90 basis points drag from healthcare delays and a 60 basis points impact from education. Despite weaker-than-expected net new contributions and retention issues, the company remains focused on long-term growth, anticipating a stronger Q4 with a ramp-up of new contracts. Sodexo also reported a retention rate target of 94% to 94.5% and highlighted a EUR1 billion increase in new contracts in H1. The company maintains a strong financial position, expecting a leverage ratio within 1 to 2 times by year-end, and projects a tax rate of 20% to 24% for the year.

Strong Business Development Momentum

Secured over EUR1 billion in new contracts during H1, including cross-sell opportunities, demonstrating solid development momentum.

Increased Operating Profit

Operating profit increased by 6.4%, with a 10 basis point margin improvement to 5.2%.

Resilient Financial Position

Net financial expenses decreased, and a strong cash flow position was maintained, with improvements in working capital and a targeted leverage ratio between 1 and 2 times by the end of the fiscal year.

Organic Revenue Growth in Food Services

Food Services delivered 4.5% organic growth, outperforming Facilities Management Services.

Recognition in Sustainability

Sodexo was recognized by major organizations for leadership in sustainability and responsible business conduct.

Sodexo SA (SDXAY) 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

Daily Earnings Calendar >

SDXAY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q4)	0.56 / -	0.324	―	―	―
Apr 04, 2025	2025 (Q2)	0.65 / 0.67	0.577	15.77% (+0.09)
Oct 24, 2024	2024 (Q4)	0.42 / 0.32	0.582	-44.33% (-0.26)
Apr 19, 2024	2024 (Q2)	0.73 / 0.58	0.48	20.21% (+0.10)
Oct 26, 2023	2023 (Q4)	0.40 / 0.58	0.516	12.79% (+0.07)
Apr 05, 2023	2023 (Q2)	0.38 / 0.48	0.346	38.73% (+0.13)
Oct 26, 2022	2022 (Q4)	0.28 / 0.52	0.233	121.46% (+0.28)
Apr 01, 2022	2022 (Q2)	0.33 / 0.35	0.138	150.72% (+0.21)	―	―
Oct 27, 2021	2021 (Q4)	0.21 / 0.23	-0.134	273.88% (+0.37)	―	―
Apr 01, 2021	2021 (Q2)	- / 0.14	0.431	-67.98% (-0.29)	―	―

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

SDXAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 04, 2025	$12.84	$11.91	-7.24%
Oct 24, 2024	$16.01	$17.08	+6.68%
Apr 19, 2024	$15.05	$15.32	+1.79%
Oct 26, 2023	$13.67	$14.33	+4.83%

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 Sodexo SA (SDXAY) report earnings?

Sodexo SA (SDXAY) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Sodexo SA (SDXAY) earnings time?

Sodexo SA (SDXAY) earnings time is at Oct 23, 2025, 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 SDXAY EPS forecast?

SDXAY EPS forecast for the fiscal quarter 2025 (Q4) is 0.56.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing