Arcadis Q4 and Full Year 2025 Results: Mixed results, repositioning for next growth phase

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• Operating EBITA margin target for 2026 of 11.7%-12.0% will be supported by overhead reductions (driving 30 bps savings), further rightsizing, GEC contribution and disciplined project selection

  80% confidence

• Mobility performance is expected to remain mixed, with good pipeline opportunities although the timing of large contract awards in the pipeline is uncertain

  80% confidence

• 2026 will be a year of transition, and while the outlook for Resilience is robust, the Places outlook remains uncertain

  80% confidence

• Heather Polinsky with her strong track record, including leading the Resilience business since 2021, is the right person to lead Arcadis to its next phase

  80% confidence

• Priorities for 2026 and beyond are clear: focus where we can win and grow, simplify to accelerate, and drive cultural change. Will become a more client-centric organization, drive efficiencies and increase cross-selling opportunities.

  80% confidence

• Embedding a high-performance culture by clarifying accountability and aligning incentivization directly to results

  80% confidence

• 2025 was a challenging year for Arcadis, with mixed results. While strong performance was reported in high-growth markets including Water Optimization, Energy Transition and Climate Adaptation, headwinds in Property & Investment, Environmental Restoration and large mobility projects weighed on overall performance.

  80% confidence

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