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Worldline (WRDLY)
OTHER OTC:WRDLY
Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.25Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced picture: management met its committed 2025 financial guidance, made tangible progress on transformation (North Star), recorded operational wins (record transaction volumes, stable NPS, improved SMB churn) and advanced a significant pruning program and planned EUR 500m capital increase to strengthen the balance sheet. Offsetting these positives are meaningful near-term challenges — FY2025 organic revenue decline (~-2.4%), negative free cash flow, substantial non-cash goodwill and related impairments (several billion euros), continued pressure in Financial Services and certain geographies, and expected negative free cash flow in 2026 before benefits from transformation materialize. Overall, the company appears stabilized and executing a clear recovery plan, but material legacy impairments, cash/leveraging considerations and remediation costs mean the near-term picture remains mixed.Company Guidance
Met Full-Year Financial Guidance
Reported pre-IFRS5 revenue of EUR 4.5 billion for FY2025 with an organic decline of -2.4%, and adjusted EBITDA of EUR 841 million (18.7% margin) — within the guidance range of EUR 830–855 million.
Stabilization and Q4 Momentum
Management reported revenue stabilization with Q4 organic revenue improvement (CEO cited Q4 organic -1.5%) and month-to-month improvement in SMB churn across geographies; CFO noted sequential stabilization in revenues after Q3.
Published Scope (IFRS 5) Results
On the restated/published scope (ex-METS), revenue was EUR 4.03 billion, adjusted EBITDA EUR 737 million and free cash flow of -EUR 26 million, with net debt at ~EUR 2.2 billion for the published perimeter.
Record Transaction Volumes & Customer Satisfaction
Axis acceptance processed more than 10 billion transactions and GoPay processed 3.4 billion transactions in 2025; average Net Promoter Score (NPS) held steady at 40 despite challenges.
Commercial Turnaround Progress
Churn improved across SMB geographies; Nordics, Germany and Switzerland returned to growth; Financial Services pipeline doubled since H1 2025; Enterprise showing momentum in kiosk/self-service (EV charging) vertical.
North Star Transformation Execution
Progress on the four North Star levers (simplify, converge, integrate, grow): closure/liquidation of 7 legal entities in 2025, decommissioning of 4 platforms, pilot of AML automation, ramp-up of offshore competence centers, and early GenAI adoption. Management targets EUR 210 million recurring EBITDA uplift by 2030 from these levers.
Value-Based Pricing & New Products
Value-based pricing contributed a positive EUR 15 million in Q4 2025; launched merchant loan product and other value-added offerings (We Rool, agentic commerce capabilities) to increase ARPU.
Pruning / Divestment Progress and Liquidity Actions
Five disposals signed or announced (including India merchant services, PaymentIQ, North America, Cetrel) with expected net proceeds in the range of EUR 540–590 million (management also referenced EUR 550–600m). Cash pooling and intercompany loans reduced external overdraft from EUR 1.6 billion to ~EUR 500 million; undrawn RCF of EUR 1.125 billion available.
Planned Capital Increase to Strengthen Balance Sheet
EUR 500 million capital increase planned (dual construct: reserved capital increase early March; rights issue mid‑March, subject to market conditions) with anchor commitments from BNP Paribas, Crédit Agricole and Bpifrance to reinforce strategic positioning and reduce leverage.
Workforce and Inventory Reductions
Headcount reduced ~30% from ~19,000 to ~13,000 FTEs as part of scope simplification; terminals inventory halved from EUR 70 million to EUR 33 million, improving working capital dynamics.
WRDLY 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
WRDLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $0.80 | $0.79 | -1.75% |
Jul 30, 2025 | $2.31 | $1.86 | -19.48% |
Feb 26, 2025 | $3.85 | $3.11 | -19.22% |
Aug 01, 2024 | $5.61 | $4.71 | -15.88% |
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 Worldline (WRDLY) report earnings?
Worldline (WRDLY) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Worldline (WRDLY) earnings time?
Worldline (WRDLY) earnings time is at Jul 29, 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 WRDLY EPS forecast?
WRDLY EPS forecast for the fiscal quarter 2026 (Q2) is 0.25.