Arcadis（0N6B）株式概要アルカディスNVは、アメリカ大陸、ヨーロッパ、中東、アジア太平洋地域で、自然資産および建築資産のデザイン、エンジニアリング、建築、コンサルティング・ソリューションを手がけている。 詳細0N6B ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績2/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より59%で取引されている 収益は年間16.51%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析多額の負債を抱えている 不安定な配当実績 すべてのリスクチェックを見る0N6B Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,749 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA481,749 investors already sharing narrativesYour Fair Value€Current Price€42.4118.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-26m5b2016201920222025202620282031Revenue €4.6bEarnings €192.8mAdvancedSet Fair ValueView all narrativesArcadis NV 競合他社Intertek GroupSymbol: LSE:ITRKMarket cap: UK£9.0bGlobalDataSymbol: LSE:DATAMarket cap: UK£605.3mExperianSymbol: LSE:EXPNMarket cap: UK£25.4bWilmingtonSymbol: LSE:WILMarket cap: UK£253.4m価格と性能株価の高値、安値、推移の概要Arcadis過去の株価現在の株価€42.4152週高値€51.2552週安値€25.92ベータ0.721ヶ月の変化21.66%3ヶ月変化20.69%1年変化2.69%3年間の変化0.57%5年間の変化3.12%IPOからの変化183.05%最新ニュースお知らせ • Jul 31WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. proposed revised non-binding indicative offer to acquire Arcadis NV for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction. WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others on July 30, 2026. The Revised Proposal fundamentally undervalues Arcadis and again fails to reflect the substantial value creation potential from the execution of Arcadis’ standalone strategy, supported by the Company’s current operational momentum and the new medium-term financial targets published today alongside our Q2 and Half Year 2026 Results. The Revised Proposal entails material uncertainty regarding deal execution and timing, execution of strategic plans, cultural fit, and integration risks, with adverse consequences for Arcadis' shareholders, employees, clients and other stakeholders.お知らせ • Jul 26WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.5 billion.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. (TSX:WSP) proposed revised non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €42.78, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Professional Services industry in the United Kingdom. Total returns to shareholders of 15% over the past three years.お知らせ • Jun 12Arcadis And Jupiter Intelligence Launch PRICE Adaptation Framework To Help Organizations Compare Climate Adaptation Options And Prioritize Resilience SpendingArcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a decision-grade methodology designed to help organizations compare climate adaptation options, quantify return on investment and prioritize resilience spending. The PRICE framework combines climate hazard modeling, engineering insight and economic analysis to help organizations evaluate where adaptation investments deliver the greatest long-term value, and in turn, enable better funding decisions. The methodology is a five step decision approach designed to help organizations: 1) Pinpoint loss drivers: Identify the primary drivers of climate-related financial loss; 2) Rank adaptation options: Compare adaptation interventions side-by-side; 3) Investment case: Quantify avoided losses and ROI; 4) Capital strategy: Connect resilience decisions to funding and capital strategies; 5) Execute and evidence: Translate adaptation planning into measurable delivery outcomes. The PRICE methodology is supported with decision intelligence at different stages through Arcadis' Climate Risk Nexus and Enterprise Decision Analytics (EDA), as well as Jupiter Intelligence's Adaptation Hub capabilities, enabling organizations to model, compare and prioritize adaptation scenarios across infrastructure systems, portfolios and communities. Arcadis and Jupiter Intelligence have already tested the methodology across real-world scenarios. In Houston, Texas, the teams analyzed 100 single-family homes in the flood-prone Meyerland neighborhood to assess the ROI potential of dry floodproofing measures. The analysis showed positive ROI outcomes for 52% of locations assessed. In Slovenia, the methodology was used to evaluate flood mitigation options for an industrial facility that had previously experienced up to USD 60 million in flood-related losses from a single event. A modeled flood wall intervention demonstrated a projected ROI of 245%. These test cases demonstrate how the methodology supports a broader shift from climate risk identification toward evidence-based resilience investment and implementation. The PRICE methodology applies across a broad range of clients, including real estate and property owners, and city and transit agencies. Arcadis is already seeing strong results from this approach on projects with the State University of New York, Northeast US regional transit clients, and major real estate owners seeking practical frameworks to move from climate risk awareness to prioritized, actionable investment decisions.お知らせ • May 22+ 2 more updatesArcadis Nv Approves Board ChangesArcadis NV at the annual General Meeting held on May 20, 2026 confirmed the resolutions, Heather Polinsky was appointed as chair of the Executive Board for a term of four years. Carl Trowell was appointed as a member of the Supervisory Board. Carl will become a member of the Audit and Risk Committee and the Sustainability Committee. Michiel Lap retired from the Supervisory Board after 11 years of service and Peter de Witsucceeded Michiel as Chair of the Supervisory Board. Deanna Goodwin also retired from the Supervisory Board. Robert Swaak assumed her role as the Chair of the Audit & Risk Committee.Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.6%).最新情報をもっと見るRecent updatesお知らせ • Jul 31WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. proposed revised non-binding indicative offer to acquire Arcadis NV for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction. WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others on July 30, 2026. The Revised Proposal fundamentally undervalues Arcadis and again fails to reflect the substantial value creation potential from the execution of Arcadis’ standalone strategy, supported by the Company’s current operational momentum and the new medium-term financial targets published today alongside our Q2 and Half Year 2026 Results. The Revised Proposal entails material uncertainty regarding deal execution and timing, execution of strategic plans, cultural fit, and integration risks, with adverse consequences for Arcadis' shareholders, employees, clients and other stakeholders.お知らせ • Jul 26WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.5 billion.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. (TSX:WSP) proposed revised non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €42.78, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Professional Services industry in the United Kingdom. Total returns to shareholders of 15% over the past three years.お知らせ • Jun 12Arcadis And Jupiter Intelligence Launch PRICE Adaptation Framework To Help Organizations Compare Climate Adaptation Options And Prioritize Resilience SpendingArcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a decision-grade methodology designed to help organizations compare climate adaptation options, quantify return on investment and prioritize resilience spending. The PRICE framework combines climate hazard modeling, engineering insight and economic analysis to help organizations evaluate where adaptation investments deliver the greatest long-term value, and in turn, enable better funding decisions. The methodology is a five step decision approach designed to help organizations: 1) Pinpoint loss drivers: Identify the primary drivers of climate-related financial loss; 2) Rank adaptation options: Compare adaptation interventions side-by-side; 3) Investment case: Quantify avoided losses and ROI; 4) Capital strategy: Connect resilience decisions to funding and capital strategies; 5) Execute and evidence: Translate adaptation planning into measurable delivery outcomes. The PRICE methodology is supported with decision intelligence at different stages through Arcadis' Climate Risk Nexus and Enterprise Decision Analytics (EDA), as well as Jupiter Intelligence's Adaptation Hub capabilities, enabling organizations to model, compare and prioritize adaptation scenarios across infrastructure systems, portfolios and communities. Arcadis and Jupiter Intelligence have already tested the methodology across real-world scenarios. In Houston, Texas, the teams analyzed 100 single-family homes in the flood-prone Meyerland neighborhood to assess the ROI potential of dry floodproofing measures. The analysis showed positive ROI outcomes for 52% of locations assessed. In Slovenia, the methodology was used to evaluate flood mitigation options for an industrial facility that had previously experienced up to USD 60 million in flood-related losses from a single event. A modeled flood wall intervention demonstrated a projected ROI of 245%. These test cases demonstrate how the methodology supports a broader shift from climate risk identification toward evidence-based resilience investment and implementation. The PRICE methodology applies across a broad range of clients, including real estate and property owners, and city and transit agencies. Arcadis is already seeing strong results from this approach on projects with the State University of New York, Northeast US regional transit clients, and major real estate owners seeking practical frameworks to move from climate risk awareness to prioritized, actionable investment decisions.お知らせ • May 22+ 2 more updatesArcadis Nv Approves Board ChangesArcadis NV at the annual General Meeting held on May 20, 2026 confirmed the resolutions, Heather Polinsky was appointed as chair of the Executive Board for a term of four years. Carl Trowell was appointed as a member of the Supervisory Board. Carl will become a member of the Audit and Risk Committee and the Sustainability Committee. Michiel Lap retired from the Supervisory Board after 11 years of service and Peter de Witsucceeded Michiel as Chair of the Supervisory Board. Deanna Goodwin also retired from the Supervisory Board. Robert Swaak assumed her role as the Chair of the Audit & Risk Committee.Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.6%).New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change).Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €36.65, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Professional Services industry in the United Kingdom. Total loss to shareholders of 1.8% over the past three years.Declared Dividend • Mar 01Dividend increased to €1.05Dividend of €1.05 is 5.0% higher than last year. Ex-date: 22nd May 2026 Payment date: 28th May 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22Full year 2025 earnings released: EPS: €2.33 (vs €2.70 in FY 2024)Full year 2025 results: EPS: €2.33 (down from €2.70 in FY 2024). Revenue: €4.88b (down 2.4% from FY 2024). Net income: €208.0m (down 14% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 20Arcadis NV Declares Dividend for the Year Ended December 31, 2025Arcadis NV declared dividend of €1.05 per share for the year ended December 31, 2025 (2024: €1.00).Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €31.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Professional Services industry in the United Kingdom. Total loss to shareholders of 19% over the past three years.お知らせ • Feb 03Arcadis Nv Announces Directorate ChangesArcadis has appointed Peter Hogg as country director for the UK and Ireland. Hogg succeeds Simon Bimpson, who will continue to serve as president of Arcadis Advanced Manufacturing. Hogg is a 28-year veteran of the business and brings experience in the built environment. He will continue to serve as London city executive alongside his new responsibilities. Hogg has played pivotal roles in delivering some of London’s most significant infrastructure programmes, including the Jubilee Line Extension, St Pancras International Station and Heathrow’s Terminal 5. As London city executive for the last nine years, Hogg has led Arcadis’ market strategy, client engagement and key business development activities across the city. He has also spearheaded Arcadis’ central and local government relations programme, while growing the firm’s presence in economic development and investment organizations across the country. Outside Arcadis, Hogg is a non-executive member of the board of the Confederation of British Industry and has recently completed a term as a non-executive director of the Thames Estuary Growth Board.お知らせ • Dec 13Arcadis NV, Annual General Meeting, May 20, 2026Arcadis NV, Annual General Meeting, May 20, 2026.お知らせ • Dec 12+ 1 more updateArcadis Announces Chief Executive Officer Changes, Effective March 1, 2026Arcadis announced that the Supervisory Board has nominated Heather Polinsky, currently Global President for Resilience and Mobility, as the next CEO. This follows a succession planning process in line with international best practice. Heather will assume the role on 1 March 2026 with her appointment submitted for shareholder approval at the Annual General Meeting on 20 May 2026. She will be based in Amsterdam. Alan Brookes will step down as CEO on 1 March 2026. Heather Polinsky joined Arcadis in 1999 from the US Army Environmental Command and is an accomplished executive with over 30 years of leadership experience across engineering, science and advisory disciplines. Since joining the Arcadis Executive Leadership Team in 2023 as President for the Resilience global business area, she has played a key role in shaping the company’s global strategy, transformation priorities and decisions across M&A, governance, innovation and investment. Her earlier career includes serving as Chief Operating Officer for North America and senior client development roles at Malcolm Pirnie Inc., where she sat on the Board of Directors and helped with its merger and integration with Arcadis in 2009. She is a certified Project Management Professional with an M.S. in Engineering Management from University of Maryland Global Campus and a B.S. in Environmental Science from the College of William and Mary, Virginia. She is a Fellow and past President of the Society of American Military Engineers and has held board and leadership positions with the National Association of Ordnance Contractors. Heather is also a recognized industry voice and has represented Arcadis at major global forums, including New York Climate Week and the UN Water Conference.お知らせ • Dec 04Arcadis Nv Announces Executive ChangesArcadis has appointed Pablo Espinosa as Country Director of Arcadis Iberia (Spain & Portugal), effective immediately, succeeding Kristof Peperstraete in the role, which leads 200 colleagues in the region. Pablo, 38, takes on his new role in addition to his position as Global M&A Director, which he has held since November 2021. His mission in this role is to drive strategic growth and transformation globally by identifying and executing mergers and acquisitions that align with the global Arcadis strategy. Pablo holds a Master's degrees in Civil Engineering from the University of Granada, Construction Project Management from Heriot-Watt University and a Global MBA from the Alliance Manchester Business School. Having held several positions in Arcadis, his experience ranges from leading projects in aviation, education and retail sectors to driving growth and innovation in the Places UK team and specializing in M&A finance over the last few years.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €42.05, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Professional Services industry in the United Kingdom. Total returns to shareholders of 28% over the past three years.お知らせ • Oct 30Arcadis NV to Report Q2, 2026 Results on Jul 30, 2026Arcadis NV announced that they will report Q2, 2026 results on Jul 30, 2026お知らせ • Oct 02+ 1 more updateArcadis Appoint Simon Crowe as Member of the Executive Board, Effective September 30, 2025Arcadis confirmed the appointment of Simon Crowe for the position of member of the Executive Board. Simon Crowe was appointed to the Executive Board of Arcadis for a period of four years and will commence his role as CFO of Arcadis with immediate effect. His nomination was announced on 5 August 2025.Reported Earnings • Aug 03First half 2025 earnings released: EPS: €1.20 (vs €1.24 in 1H 2024)First half 2025 results: EPS: €1.20 (down from €1.24 in 1H 2024). Revenue: €2.45b (down 2.3% from 1H 2024). Net income: €107.0m (down 4.5% from 1H 2024). Profit margin: 4.4% (down from 4.5% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31Arcadis NV to Report Q4, 2025 Results on Feb 19, 2026Arcadis NV announced that they will report Q4, 2025 results on Feb 19, 2026Recent Insider Transactions • Jun 04CFO & Member of Executive Board recently sold €587k worth of stockOn the 29th of May, Virginie J. Duperat-Vergne sold around 13k shares on-market at roughly €45.72 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.Declared Dividend • May 09Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 20th May 2025 Payment date: 26th May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 08+ 1 more updateArcadis NV announces Annual dividend, payable on May 26, 2025Arcadis NV announced Annual dividend of EUR 1.0000 per share payable on May 26, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.お知らせ • Mar 26Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH.Arcadis NV (ENXTAM:ARCAD) entered into a definitive agreement to acquire Kua GmbH for €70 million on February 12, 2025. The consideration of €70 million is on a cash and debt free basis. The transaction reflects TEV/EBITDA multiple of 8x. The acquisition will significantly enhance Kua GmbH position in the European market creating substantial revenue synergy opportunities. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH on March 25, 2025.お知らせ • Mar 21Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH.Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH on March 20, 2025. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Wsp Infrastructure Engineering GmbH on March 20, 2025.お知らせ • Mar 06Arcadis NV Announces Chief Financial Officer ChangesArcadis announced that Virginie Duperat-Vergne has decided to resign as Chief Financial Officer, effective from 31 May 2025. Willem Baars will assume the role of interim CFO on 1 June 2025. Willem currently holds the position of Global Strategy, Financing and M&A Officer and has been with Arcadis for four years, having worked closely with Virginie, Arcadis’ Chief Executive Officer Alan Brookes, the Arcadis leadership team and the Supervisory Board. Willem is a highly accomplished financial and strategic leader. Before joining Arcadis, he spent over 20 years at Goldman Sachs. The Supervisory Board will initiate the process to appoint a permanent successor for Virginie Duperat-Vergne immediately.お知らせ • Mar 05Arcadis Announces Resignation of Virginie Duperat-Vergne as Member of the Executive Board, Effective 31 May 2025Arcadis announced that Virginie Duperat-Vergne has decided to resign as Member of the Executive Board effective from 31 May 2025.New Risk • Mar 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €5.00b (flat on FY 2023). Net income: €243.0m (up 52% from FY 2023). Profit margin: 4.9% (up from 3.2% in FY 2023). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the United Kingdom.お知らせ • Oct 24Arcadis NV to Report Q2, 2025 Results on Jul 31, 2025Arcadis NV announced that they will report Q2, 2025 results on Jul 31, 2025Reported Earnings • Jul 27First half 2024 earnings released: EPS: €1.24 (vs €0.77 in 1H 2023)First half 2024 results: EPS: €1.24 (up from €0.77 in 1H 2023). Revenue: €2.51b (up 1.4% from 1H 2023). Net income: €112.0m (up 62% from 1H 2023). Profit margin: 4.5% (up from 2.8% in 1H 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 20% per year.お知らせ • Jul 25+ 1 more updateArcadis NV to Report Q1, 2025 Results on May 07, 2025Arcadis NV announced that they will report Q1, 2025 results on May 07, 2025Recent Insider Transactions • May 26CFO & Member of Executive Board recently bought €1.3m worth of stockOn the 23rd of May, Virginie J. Duperat-Vergne bought around 21k shares on-market at roughly €59.91 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.お知らせ • May 09Arcadis NV Approves Dividend for the Year 2023Arcadis NV approved the company's dividend proposal of €0.85 per ordinary share representing 34% of net income from operations in 2023.お知らせ • Apr 01Arcadis NV to Report Q1, 2024 Results on Apr 30, 2024Arcadis NV announced that they will report Q1, 2024 results on Apr 30, 2024Declared Dividend • Mar 27Dividend increased to €0.85Dividend of €0.85 is 15% higher than last year. Ex-date: 10th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Full year 2023 earnings releasedFull year 2023 results: Revenue: €5.00b (up 24% from FY 2022). Net income: €160.0m (up 18% from FY 2022). Profit margin: 3.2% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Professional Services industry in the United Kingdom.お知らせ • Feb 18Arcadis NV to Report Fiscal Year 2023 Results on Mar 07, 2024Arcadis NV announced that they will report fiscal year 2023 results on Mar 07, 2024お知らせ • Feb 17Arcadis NV, Annual General Meeting, May 08, 2024Arcadis NV, Annual General Meeting, May 08, 2024.お知らせ • Oct 10Arcadis NV to Report Q2, 2024 Results on Jul 25, 2024Arcadis NV announced that they will report Q2, 2024 results on Jul 25, 2024お知らせ • Sep 27Arcadis NV to Report Q3, 2023 Results on Oct 26, 2023Arcadis NV announced that they will report Q3, 2023 results on Oct 26, 2023New Risk • Jul 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).Reported Earnings • Jul 29First half 2023 earnings released: EPS: €0.89 (vs €0.97 in 1H 2022)First half 2023 results: EPS: €0.89 (down from €0.97 in 1H 2022). Revenue: €2.48b (up 34% from 1H 2022). Net income: €79.7m (down 7.6% from 1H 2022). Profit margin: 3.2% (down from 4.7% in 1H 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Arcadis NV to Report Q4, 2023 Results on Feb 22, 2024Arcadis NV announced that they will report Q4, 2023 results on Feb 22, 2024お知らせ • May 13+ 2 more updatesArcadis NV Approves Dividend for the Year 2022Arcadis NV announced that at its AGM held on May 12, 2023, shareholders approved the company's dividend proposal of €0.74 per ordinary share, representing 33% of net income from operations in 2022. The proposal is in accordance with Arcadis’ dividend policy which aims for a pay-out of 30-40% of net income from operations.Upcoming Dividend • May 09Upcoming dividend of €0.74 per share at 1.9% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.03b (up 19% from FY 2021). Net income: €135.5m (down 19% from FY 2021). Profit margin: 3.4% (down from 5.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Professional Services industry in the United Kingdom.お知らせ • Feb 16Arcadis Proposes Cash DividendArcadis will propose a cash dividend of €0.74 per share (2021: €0.70) to its shareholders, representing 6% increase year on year, and with a pay-out ratio of 33% this is in line with dividend policy of 30-40% of Net Income from Operations.Buying Opportunity • Dec 02Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €48.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Nov 04Arcadis NV, Annual General Meeting, May 11, 2023Arcadis NV, Annual General Meeting, May 11, 2023.お知らせ • Sep 22Arcadis NV to Report Q2, 2023 Results on Jul 27, 2023Arcadis NV announced that they will report Q2, 2023 results on Jul 27, 2023Reported Earnings • Aug 01First half 2022 earnings released: EPS: €0.97 (vs €0.86 in 1H 2021)First half 2022 results: EPS: €0.97 (up from €0.86 in 1H 2021). Revenue: €1.85b (up 11% from 1H 2021). Net income: €86.3m (up 12% from 1H 2021). Profit margin: 4.7% (up from 4.6% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.7%, compared to a 6.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Arcadis NV to Report Q4, 2022 Results on Feb 16, 2023Arcadis NV announced that they will report Q4, 2022 results on Feb 16, 2023Buying Opportunity • Jun 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €39.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €31.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Construction industry in the United Kingdom. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.40 per share.Upcoming Dividend • May 09Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 19 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.8%). Lower than average of industry peers (3.8%).Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.88 (up from €0.21 in FY 2020). Revenue: €3.38b (up 2.3% from FY 2020). Net income: €167.9m (up €149.0m from FY 2020). Profit margin: 5.0% (up from 0.6% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.2%, compared to a 3.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 02First half 2021 earnings released: EPS €0.87 (vs €0.69 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €1.66b (down 2.5% from 1H 2020). Net income: €78.0m (up 26% from 1H 2020). Profit margin: 4.7% (up from 3.6% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • May 04Member of Supervisory Board has left the companyOn the 29th of April, Ruth Markland's tenure as Member of Supervisory Board ended after 12.0 years in the role. We don't have any record of a personal shareholding under Ruth's name. Ruth is the only executive to leave the company over the last 12 months.Upcoming Dividend • Apr 26Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 21 May 2021. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.3%).Is New 90 Day High Low • Mar 16New 90-day high: €31.69The company is up 23% from a price of €25.82 on 16 December 2020. Outperformed the British market which is up 5.0% over the last 90 days. Exceeded the Construction industry, which is up 8.0% over the same period.Reported Earnings • Feb 21Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.30b (down 4.9% from FY 2019). Net income: €21.9m (up 78% from FY 2019). Profit margin: 0.7% (up from 0.4% in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 3.2%, compared to a 45% growth forecast for the Construction industry in the United Kingdom.Is New 90 Day High Low • Feb 03New 90-day high: €30.80The company is up 38% from its price of €22.36 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.48 per share.Is New 90 Day High Low • Dec 29New 90-day high: €27.28The company is up 48% from its price of €18.42 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.40 per share.Is New 90 Day High Low • Dec 10New 90-day high: €25.90The company is up 39% from its price of €18.67 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.68 per share.Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 17% share price gain to €22.02, the stock is trading at a trailing P/E ratio of 52.7x, up from the previous P/E ratio of 45x. This compares to an average P/E of 9x in the Construction industry in the United Kingdom. Total returns to shareholders over the past three years are 20%.Is New 90 Day High Low • Nov 04New 90-day high: €22.02The company is up 20% from its price of €18.36 on 05 August 2020. The British market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.35 per share.Is New 90 Day High Low • Oct 06New 90-day high: €19.75The company is up 22% from its price of €16.16 on 08 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.60 per share.株主還元0N6BGB Professional ServicesGB 市場7D-0.9%-3.5%-1.4%1Y2.7%-24.1%17.0%株主還元を見る業界別リターン: 0N6B過去 1 年間で-24.1 % の収益を上げたUK Professional Services業界を上回りました。リターン対市場: 0N6Bは、過去 1 年間で17 % のリターンを上げたUK市場を下回りました。価格変動Is 0N6B's price volatile compared to industry and market?0N6B volatility0N6B Average Weekly Movement5.3%Professional Services Industry Average Movement5.6%Market Average Movement5.0%10% most volatile stocks in GB Market10.4%10% least volatile stocks in GB Market2.6%安定した株価: 0N6B 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0N6Bの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト188831,361Heather Polinskywww.arcadis.comアルカディスNVは、アメリカ大陸、ヨーロッパ、中東、アジア太平洋地域で、自然資産と建築資産のデザイン、エンジニアリング、建築、コンサルティング・ソリューションを手がけている。同社は、「プレイス」、「モビリティ」、「レジリエンス」、「インテリジェンス」の各セグメントを通じて事業を展開している。建築・都市サービス、資産管理サービス（資産管理戦略・計画、資産管理意思決定・業務最適化、ライフサイクル計画・資産管理システム、資産情報・状態評価、リスク・レビュー、組織・人材、資産管理・O&Mなど）を提供している。また、資産戦略とパフォーマンス、事業転換と回復力、投資と財務、運用と保守、技術と情報を含むビジネスアドバイザリーサービス、契約ソリューション、コストと商業管理サービス、高速道路、鉄道、橋梁、トンネル、電力ユーティリティ、水道ユーティリティ、港湾と水路、地盤工学、建築、構造物、建築機械、電気、配管などの設計とエンジニアリングソリューションも提供している。さらに、デジタル環境衛生安全持続可能性、環境修復、プロジェクト管理ソリューションも提供している。さらに、コネクテッド・ハイウェイ、インテリジェント鉄道・交通、統合空港、ニューモビリティなどのモビリティ・ソリューション、プレース・ソリューション、エネルギー転換、気候適応、水の最適化、環境社会許認可、持続可能なアドバイザリー、環境修復、持続可能なオペレーションなどのレジリエンス・ソリューション、水の供給・処理、配水、資源管理、工業用上下水道サービスなどを提供している。旧社名はハイデミイNVで、1997年10月にアルカディスに社名変更。同社は1888年に設立され、オランダのアムステルダムに本社を置いている。もっと見るArcadis NV 基礎のまとめArcadis の収益と売上を時価総額と比較するとどうか。0N6B 基礎統計学時価総額€3.63b収益（TTM）€204.00m売上高(TTM)€4.90b17.8xPER（株価収益率0.7xP/Sレシオ0N6B は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0N6B 損益計算書（TTM）収益€4.90b売上原価€4.10b売上総利益€803.00mその他の費用€599.00m収益€204.00m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）2.39グロス・マージン16.38%純利益率4.16%有利子負債／自己資本比率103.2%0N6B の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り45%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/18 00:13終値2026/08/18 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Arcadis NV 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Derric MarconBernsteinHimanshu AgarwalBofA Global ResearchMichael RoegDegroof Petercam11 その他のアナリストを表示
お知らせ • Jul 31WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. proposed revised non-binding indicative offer to acquire Arcadis NV for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction. WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others on July 30, 2026. The Revised Proposal fundamentally undervalues Arcadis and again fails to reflect the substantial value creation potential from the execution of Arcadis’ standalone strategy, supported by the Company’s current operational momentum and the new medium-term financial targets published today alongside our Q2 and Half Year 2026 Results. The Revised Proposal entails material uncertainty regarding deal execution and timing, execution of strategic plans, cultural fit, and integration risks, with adverse consequences for Arcadis' shareholders, employees, clients and other stakeholders.
お知らせ • Jul 26WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.5 billion.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. (TSX:WSP) proposed revised non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €42.78, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Professional Services industry in the United Kingdom. Total returns to shareholders of 15% over the past three years.
お知らせ • Jun 12Arcadis And Jupiter Intelligence Launch PRICE Adaptation Framework To Help Organizations Compare Climate Adaptation Options And Prioritize Resilience SpendingArcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a decision-grade methodology designed to help organizations compare climate adaptation options, quantify return on investment and prioritize resilience spending. The PRICE framework combines climate hazard modeling, engineering insight and economic analysis to help organizations evaluate where adaptation investments deliver the greatest long-term value, and in turn, enable better funding decisions. The methodology is a five step decision approach designed to help organizations: 1) Pinpoint loss drivers: Identify the primary drivers of climate-related financial loss; 2) Rank adaptation options: Compare adaptation interventions side-by-side; 3) Investment case: Quantify avoided losses and ROI; 4) Capital strategy: Connect resilience decisions to funding and capital strategies; 5) Execute and evidence: Translate adaptation planning into measurable delivery outcomes. The PRICE methodology is supported with decision intelligence at different stages through Arcadis' Climate Risk Nexus and Enterprise Decision Analytics (EDA), as well as Jupiter Intelligence's Adaptation Hub capabilities, enabling organizations to model, compare and prioritize adaptation scenarios across infrastructure systems, portfolios and communities. Arcadis and Jupiter Intelligence have already tested the methodology across real-world scenarios. In Houston, Texas, the teams analyzed 100 single-family homes in the flood-prone Meyerland neighborhood to assess the ROI potential of dry floodproofing measures. The analysis showed positive ROI outcomes for 52% of locations assessed. In Slovenia, the methodology was used to evaluate flood mitigation options for an industrial facility that had previously experienced up to USD 60 million in flood-related losses from a single event. A modeled flood wall intervention demonstrated a projected ROI of 245%. These test cases demonstrate how the methodology supports a broader shift from climate risk identification toward evidence-based resilience investment and implementation. The PRICE methodology applies across a broad range of clients, including real estate and property owners, and city and transit agencies. Arcadis is already seeing strong results from this approach on projects with the State University of New York, Northeast US regional transit clients, and major real estate owners seeking practical frameworks to move from climate risk awareness to prioritized, actionable investment decisions.
お知らせ • May 22+ 2 more updatesArcadis Nv Approves Board ChangesArcadis NV at the annual General Meeting held on May 20, 2026 confirmed the resolutions, Heather Polinsky was appointed as chair of the Executive Board for a term of four years. Carl Trowell was appointed as a member of the Supervisory Board. Carl will become a member of the Audit and Risk Committee and the Sustainability Committee. Michiel Lap retired from the Supervisory Board after 11 years of service and Peter de Witsucceeded Michiel as Chair of the Supervisory Board. Deanna Goodwin also retired from the Supervisory Board. Robert Swaak assumed her role as the Chair of the Audit & Risk Committee.
Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.6%).
お知らせ • Jul 31WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. proposed revised non-binding indicative offer to acquire Arcadis NV for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction. WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others on July 30, 2026. The Revised Proposal fundamentally undervalues Arcadis and again fails to reflect the substantial value creation potential from the execution of Arcadis’ standalone strategy, supported by the Company’s current operational momentum and the new medium-term financial targets published today alongside our Q2 and Half Year 2026 Results. The Revised Proposal entails material uncertainty regarding deal execution and timing, execution of strategic plans, cultural fit, and integration risks, with adverse consequences for Arcadis' shareholders, employees, clients and other stakeholders.
お知らせ • Jul 26WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.5 billion.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. (TSX:WSP) proposed revised non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €42.78, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Professional Services industry in the United Kingdom. Total returns to shareholders of 15% over the past three years.
お知らせ • Jun 12Arcadis And Jupiter Intelligence Launch PRICE Adaptation Framework To Help Organizations Compare Climate Adaptation Options And Prioritize Resilience SpendingArcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a decision-grade methodology designed to help organizations compare climate adaptation options, quantify return on investment and prioritize resilience spending. The PRICE framework combines climate hazard modeling, engineering insight and economic analysis to help organizations evaluate where adaptation investments deliver the greatest long-term value, and in turn, enable better funding decisions. The methodology is a five step decision approach designed to help organizations: 1) Pinpoint loss drivers: Identify the primary drivers of climate-related financial loss; 2) Rank adaptation options: Compare adaptation interventions side-by-side; 3) Investment case: Quantify avoided losses and ROI; 4) Capital strategy: Connect resilience decisions to funding and capital strategies; 5) Execute and evidence: Translate adaptation planning into measurable delivery outcomes. The PRICE methodology is supported with decision intelligence at different stages through Arcadis' Climate Risk Nexus and Enterprise Decision Analytics (EDA), as well as Jupiter Intelligence's Adaptation Hub capabilities, enabling organizations to model, compare and prioritize adaptation scenarios across infrastructure systems, portfolios and communities. Arcadis and Jupiter Intelligence have already tested the methodology across real-world scenarios. In Houston, Texas, the teams analyzed 100 single-family homes in the flood-prone Meyerland neighborhood to assess the ROI potential of dry floodproofing measures. The analysis showed positive ROI outcomes for 52% of locations assessed. In Slovenia, the methodology was used to evaluate flood mitigation options for an industrial facility that had previously experienced up to USD 60 million in flood-related losses from a single event. A modeled flood wall intervention demonstrated a projected ROI of 245%. These test cases demonstrate how the methodology supports a broader shift from climate risk identification toward evidence-based resilience investment and implementation. The PRICE methodology applies across a broad range of clients, including real estate and property owners, and city and transit agencies. Arcadis is already seeing strong results from this approach on projects with the State University of New York, Northeast US regional transit clients, and major real estate owners seeking practical frameworks to move from climate risk awareness to prioritized, actionable investment decisions.
お知らせ • May 22+ 2 more updatesArcadis Nv Approves Board ChangesArcadis NV at the annual General Meeting held on May 20, 2026 confirmed the resolutions, Heather Polinsky was appointed as chair of the Executive Board for a term of four years. Carl Trowell was appointed as a member of the Supervisory Board. Carl will become a member of the Audit and Risk Committee and the Sustainability Committee. Michiel Lap retired from the Supervisory Board after 11 years of service and Peter de Witsucceeded Michiel as Chair of the Supervisory Board. Deanna Goodwin also retired from the Supervisory Board. Robert Swaak assumed her role as the Chair of the Audit & Risk Committee.
Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.6%).
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change).
Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €36.65, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Professional Services industry in the United Kingdom. Total loss to shareholders of 1.8% over the past three years.
Declared Dividend • Mar 01Dividend increased to €1.05Dividend of €1.05 is 5.0% higher than last year. Ex-date: 22nd May 2026 Payment date: 28th May 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22Full year 2025 earnings released: EPS: €2.33 (vs €2.70 in FY 2024)Full year 2025 results: EPS: €2.33 (down from €2.70 in FY 2024). Revenue: €4.88b (down 2.4% from FY 2024). Net income: €208.0m (down 14% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 20Arcadis NV Declares Dividend for the Year Ended December 31, 2025Arcadis NV declared dividend of €1.05 per share for the year ended December 31, 2025 (2024: €1.00).
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €31.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Professional Services industry in the United Kingdom. Total loss to shareholders of 19% over the past three years.
お知らせ • Feb 03Arcadis Nv Announces Directorate ChangesArcadis has appointed Peter Hogg as country director for the UK and Ireland. Hogg succeeds Simon Bimpson, who will continue to serve as president of Arcadis Advanced Manufacturing. Hogg is a 28-year veteran of the business and brings experience in the built environment. He will continue to serve as London city executive alongside his new responsibilities. Hogg has played pivotal roles in delivering some of London’s most significant infrastructure programmes, including the Jubilee Line Extension, St Pancras International Station and Heathrow’s Terminal 5. As London city executive for the last nine years, Hogg has led Arcadis’ market strategy, client engagement and key business development activities across the city. He has also spearheaded Arcadis’ central and local government relations programme, while growing the firm’s presence in economic development and investment organizations across the country. Outside Arcadis, Hogg is a non-executive member of the board of the Confederation of British Industry and has recently completed a term as a non-executive director of the Thames Estuary Growth Board.
お知らせ • Dec 13Arcadis NV, Annual General Meeting, May 20, 2026Arcadis NV, Annual General Meeting, May 20, 2026.
お知らせ • Dec 12+ 1 more updateArcadis Announces Chief Executive Officer Changes, Effective March 1, 2026Arcadis announced that the Supervisory Board has nominated Heather Polinsky, currently Global President for Resilience and Mobility, as the next CEO. This follows a succession planning process in line with international best practice. Heather will assume the role on 1 March 2026 with her appointment submitted for shareholder approval at the Annual General Meeting on 20 May 2026. She will be based in Amsterdam. Alan Brookes will step down as CEO on 1 March 2026. Heather Polinsky joined Arcadis in 1999 from the US Army Environmental Command and is an accomplished executive with over 30 years of leadership experience across engineering, science and advisory disciplines. Since joining the Arcadis Executive Leadership Team in 2023 as President for the Resilience global business area, she has played a key role in shaping the company’s global strategy, transformation priorities and decisions across M&A, governance, innovation and investment. Her earlier career includes serving as Chief Operating Officer for North America and senior client development roles at Malcolm Pirnie Inc., where she sat on the Board of Directors and helped with its merger and integration with Arcadis in 2009. She is a certified Project Management Professional with an M.S. in Engineering Management from University of Maryland Global Campus and a B.S. in Environmental Science from the College of William and Mary, Virginia. She is a Fellow and past President of the Society of American Military Engineers and has held board and leadership positions with the National Association of Ordnance Contractors. Heather is also a recognized industry voice and has represented Arcadis at major global forums, including New York Climate Week and the UN Water Conference.
お知らせ • Dec 04Arcadis Nv Announces Executive ChangesArcadis has appointed Pablo Espinosa as Country Director of Arcadis Iberia (Spain & Portugal), effective immediately, succeeding Kristof Peperstraete in the role, which leads 200 colleagues in the region. Pablo, 38, takes on his new role in addition to his position as Global M&A Director, which he has held since November 2021. His mission in this role is to drive strategic growth and transformation globally by identifying and executing mergers and acquisitions that align with the global Arcadis strategy. Pablo holds a Master's degrees in Civil Engineering from the University of Granada, Construction Project Management from Heriot-Watt University and a Global MBA from the Alliance Manchester Business School. Having held several positions in Arcadis, his experience ranges from leading projects in aviation, education and retail sectors to driving growth and innovation in the Places UK team and specializing in M&A finance over the last few years.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €42.05, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Professional Services industry in the United Kingdom. Total returns to shareholders of 28% over the past three years.
お知らせ • Oct 30Arcadis NV to Report Q2, 2026 Results on Jul 30, 2026Arcadis NV announced that they will report Q2, 2026 results on Jul 30, 2026
お知らせ • Oct 02+ 1 more updateArcadis Appoint Simon Crowe as Member of the Executive Board, Effective September 30, 2025Arcadis confirmed the appointment of Simon Crowe for the position of member of the Executive Board. Simon Crowe was appointed to the Executive Board of Arcadis for a period of four years and will commence his role as CFO of Arcadis with immediate effect. His nomination was announced on 5 August 2025.
Reported Earnings • Aug 03First half 2025 earnings released: EPS: €1.20 (vs €1.24 in 1H 2024)First half 2025 results: EPS: €1.20 (down from €1.24 in 1H 2024). Revenue: €2.45b (down 2.3% from 1H 2024). Net income: €107.0m (down 4.5% from 1H 2024). Profit margin: 4.4% (down from 4.5% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31Arcadis NV to Report Q4, 2025 Results on Feb 19, 2026Arcadis NV announced that they will report Q4, 2025 results on Feb 19, 2026
Recent Insider Transactions • Jun 04CFO & Member of Executive Board recently sold €587k worth of stockOn the 29th of May, Virginie J. Duperat-Vergne sold around 13k shares on-market at roughly €45.72 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.
Declared Dividend • May 09Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 20th May 2025 Payment date: 26th May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 08+ 1 more updateArcadis NV announces Annual dividend, payable on May 26, 2025Arcadis NV announced Annual dividend of EUR 1.0000 per share payable on May 26, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.
お知らせ • Mar 26Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH.Arcadis NV (ENXTAM:ARCAD) entered into a definitive agreement to acquire Kua GmbH for €70 million on February 12, 2025. The consideration of €70 million is on a cash and debt free basis. The transaction reflects TEV/EBITDA multiple of 8x. The acquisition will significantly enhance Kua GmbH position in the European market creating substantial revenue synergy opportunities. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH on March 25, 2025.
お知らせ • Mar 21Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH.Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH on March 20, 2025. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Wsp Infrastructure Engineering GmbH on March 20, 2025.
お知らせ • Mar 06Arcadis NV Announces Chief Financial Officer ChangesArcadis announced that Virginie Duperat-Vergne has decided to resign as Chief Financial Officer, effective from 31 May 2025. Willem Baars will assume the role of interim CFO on 1 June 2025. Willem currently holds the position of Global Strategy, Financing and M&A Officer and has been with Arcadis for four years, having worked closely with Virginie, Arcadis’ Chief Executive Officer Alan Brookes, the Arcadis leadership team and the Supervisory Board. Willem is a highly accomplished financial and strategic leader. Before joining Arcadis, he spent over 20 years at Goldman Sachs. The Supervisory Board will initiate the process to appoint a permanent successor for Virginie Duperat-Vergne immediately.
お知らせ • Mar 05Arcadis Announces Resignation of Virginie Duperat-Vergne as Member of the Executive Board, Effective 31 May 2025Arcadis announced that Virginie Duperat-Vergne has decided to resign as Member of the Executive Board effective from 31 May 2025.
New Risk • Mar 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €5.00b (flat on FY 2023). Net income: €243.0m (up 52% from FY 2023). Profit margin: 4.9% (up from 3.2% in FY 2023). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the United Kingdom.
お知らせ • Oct 24Arcadis NV to Report Q2, 2025 Results on Jul 31, 2025Arcadis NV announced that they will report Q2, 2025 results on Jul 31, 2025
Reported Earnings • Jul 27First half 2024 earnings released: EPS: €1.24 (vs €0.77 in 1H 2023)First half 2024 results: EPS: €1.24 (up from €0.77 in 1H 2023). Revenue: €2.51b (up 1.4% from 1H 2023). Net income: €112.0m (up 62% from 1H 2023). Profit margin: 4.5% (up from 2.8% in 1H 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Jul 25+ 1 more updateArcadis NV to Report Q1, 2025 Results on May 07, 2025Arcadis NV announced that they will report Q1, 2025 results on May 07, 2025
Recent Insider Transactions • May 26CFO & Member of Executive Board recently bought €1.3m worth of stockOn the 23rd of May, Virginie J. Duperat-Vergne bought around 21k shares on-market at roughly €59.91 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.
お知らせ • May 09Arcadis NV Approves Dividend for the Year 2023Arcadis NV approved the company's dividend proposal of €0.85 per ordinary share representing 34% of net income from operations in 2023.
お知らせ • Apr 01Arcadis NV to Report Q1, 2024 Results on Apr 30, 2024Arcadis NV announced that they will report Q1, 2024 results on Apr 30, 2024
Declared Dividend • Mar 27Dividend increased to €0.85Dividend of €0.85 is 15% higher than last year. Ex-date: 10th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Full year 2023 earnings releasedFull year 2023 results: Revenue: €5.00b (up 24% from FY 2022). Net income: €160.0m (up 18% from FY 2022). Profit margin: 3.2% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Professional Services industry in the United Kingdom.
お知らせ • Feb 18Arcadis NV to Report Fiscal Year 2023 Results on Mar 07, 2024Arcadis NV announced that they will report fiscal year 2023 results on Mar 07, 2024
お知らせ • Feb 17Arcadis NV, Annual General Meeting, May 08, 2024Arcadis NV, Annual General Meeting, May 08, 2024.
お知らせ • Oct 10Arcadis NV to Report Q2, 2024 Results on Jul 25, 2024Arcadis NV announced that they will report Q2, 2024 results on Jul 25, 2024
お知らせ • Sep 27Arcadis NV to Report Q3, 2023 Results on Oct 26, 2023Arcadis NV announced that they will report Q3, 2023 results on Oct 26, 2023
New Risk • Jul 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).
Reported Earnings • Jul 29First half 2023 earnings released: EPS: €0.89 (vs €0.97 in 1H 2022)First half 2023 results: EPS: €0.89 (down from €0.97 in 1H 2022). Revenue: €2.48b (up 34% from 1H 2022). Net income: €79.7m (down 7.6% from 1H 2022). Profit margin: 3.2% (down from 4.7% in 1H 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Arcadis NV to Report Q4, 2023 Results on Feb 22, 2024Arcadis NV announced that they will report Q4, 2023 results on Feb 22, 2024
お知らせ • May 13+ 2 more updatesArcadis NV Approves Dividend for the Year 2022Arcadis NV announced that at its AGM held on May 12, 2023, shareholders approved the company's dividend proposal of €0.74 per ordinary share, representing 33% of net income from operations in 2022. The proposal is in accordance with Arcadis’ dividend policy which aims for a pay-out of 30-40% of net income from operations.
Upcoming Dividend • May 09Upcoming dividend of €0.74 per share at 1.9% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.03b (up 19% from FY 2021). Net income: €135.5m (down 19% from FY 2021). Profit margin: 3.4% (down from 5.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Professional Services industry in the United Kingdom.
お知らせ • Feb 16Arcadis Proposes Cash DividendArcadis will propose a cash dividend of €0.74 per share (2021: €0.70) to its shareholders, representing 6% increase year on year, and with a pay-out ratio of 33% this is in line with dividend policy of 30-40% of Net Income from Operations.
Buying Opportunity • Dec 02Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €48.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Nov 04Arcadis NV, Annual General Meeting, May 11, 2023Arcadis NV, Annual General Meeting, May 11, 2023.
お知らせ • Sep 22Arcadis NV to Report Q2, 2023 Results on Jul 27, 2023Arcadis NV announced that they will report Q2, 2023 results on Jul 27, 2023
Reported Earnings • Aug 01First half 2022 earnings released: EPS: €0.97 (vs €0.86 in 1H 2021)First half 2022 results: EPS: €0.97 (up from €0.86 in 1H 2021). Revenue: €1.85b (up 11% from 1H 2021). Net income: €86.3m (up 12% from 1H 2021). Profit margin: 4.7% (up from 4.6% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.7%, compared to a 6.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Arcadis NV to Report Q4, 2022 Results on Feb 16, 2023Arcadis NV announced that they will report Q4, 2022 results on Feb 16, 2023
Buying Opportunity • Jun 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €39.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €31.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Construction industry in the United Kingdom. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.40 per share.
Upcoming Dividend • May 09Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 19 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.8%). Lower than average of industry peers (3.8%).
Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.88 (up from €0.21 in FY 2020). Revenue: €3.38b (up 2.3% from FY 2020). Net income: €167.9m (up €149.0m from FY 2020). Profit margin: 5.0% (up from 0.6% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.2%, compared to a 3.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 02First half 2021 earnings released: EPS €0.87 (vs €0.69 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €1.66b (down 2.5% from 1H 2020). Net income: €78.0m (up 26% from 1H 2020). Profit margin: 4.7% (up from 3.6% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • May 04Member of Supervisory Board has left the companyOn the 29th of April, Ruth Markland's tenure as Member of Supervisory Board ended after 12.0 years in the role. We don't have any record of a personal shareholding under Ruth's name. Ruth is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Apr 26Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 21 May 2021. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.3%).
Is New 90 Day High Low • Mar 16New 90-day high: €31.69The company is up 23% from a price of €25.82 on 16 December 2020. Outperformed the British market which is up 5.0% over the last 90 days. Exceeded the Construction industry, which is up 8.0% over the same period.
Reported Earnings • Feb 21Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.30b (down 4.9% from FY 2019). Net income: €21.9m (up 78% from FY 2019). Profit margin: 0.7% (up from 0.4% in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 3.2%, compared to a 45% growth forecast for the Construction industry in the United Kingdom.
Is New 90 Day High Low • Feb 03New 90-day high: €30.80The company is up 38% from its price of €22.36 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.48 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €27.28The company is up 48% from its price of €18.42 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.40 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €25.90The company is up 39% from its price of €18.67 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.68 per share.
Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 17% share price gain to €22.02, the stock is trading at a trailing P/E ratio of 52.7x, up from the previous P/E ratio of 45x. This compares to an average P/E of 9x in the Construction industry in the United Kingdom. Total returns to shareholders over the past three years are 20%.
Is New 90 Day High Low • Nov 04New 90-day high: €22.02The company is up 20% from its price of €18.36 on 05 August 2020. The British market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.35 per share.
Is New 90 Day High Low • Oct 06New 90-day high: €19.75The company is up 22% from its price of €16.16 on 08 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.60 per share.
