View ValuationArcadis 향후 성장Future 기준 점검 3/6Arcadis 의 수익은 연간 1.1% 감소할 것으로 예상되는 반면, 연간 수익은 16.5% 로 증가할 것으로 예상됩니다. EPS는 연간 16.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.1% 로 예상됩니다.핵심 정보16.5%이익 성장률16.21%EPS 성장률Professional Services 이익 성장11.9%매출 성장률-1.1%향후 자기자본이익률24.12%애널리스트 커버리지Good마지막 업데이트03 Aug 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • 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.공고 • 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 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €41.44, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Professional Services industry in Europe.공고 • 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.공고 • 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.이익 및 매출 성장 예측WBAG:ARCD - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,119332358459312/31/20273,935298286387412/31/20263,79022527035646/30/20264,901204349375N/A3/31/20264,888206355381N/A12/31/20254,875208361386N/A9/30/20254,906222307338N/A6/30/20254,936237252289N/A3/31/20254,966240279320N/A12/31/20244,995243305350N/A9/30/20245,017223311354N/A6/30/20245,038203316358N/A3/31/20245,021182292334N/A12/31/20235,003160268309N/A9/30/20234,831137196238N/A6/30/20234,659114124168N/A3/31/20234,344123184226N/A12/31/20224,029132244284N/A9/30/20223,797154247285N/A6/30/20223,566177251285N/A3/31/20223,472173273307N/A12/31/20213,378168295329N/A9/30/20213,319101321351N/A6/30/20213,26034348372N/A3/31/20213,28226376400N/A12/31/20203,30319404429N/A9/30/20203,38630326367N/A6/30/20203,46938248294N/A3/31/20203,47125N/A256N/A12/31/20193,47312N/A218N/A9/30/20193,425-7N/A238N/A6/30/20193,377-26N/A259N/A3/31/20193,316-26N/A237N/A12/31/20183,256-27N/A214N/A9/30/20183,20623N/A194N/A6/30/20183,15672N/A174N/A3/31/20183,18872N/A163N/A12/31/20173,21971N/A151N/A9/30/20173,25964N/A161N/A6/30/20173,29958N/A171N/A3/31/20173,31461N/A155N/A12/31/20163,32964N/A139N/A9/30/20163,36681N/A141N/A6/30/20163,40498N/A142N/A3/31/20163,41298N/A157N/A12/31/20153,41999N/A171N/A9/30/20153,27593N/A151N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ARCD 의 연간 예상 수익 증가율(16.5%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: ARCD 의 연간 수익(16.5%)이 Austrian 시장(8.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ARCD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ARCD 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.1%).고성장 매출: ARCD 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.1%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: ARCD의 자본 수익률은 3년 후 24.1%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/04 09:10종가2026/08/04 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Arcadis NV는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Derric MarconBernsteinHimanshu AgarwalBofA Global ResearchMichael RoegDegroof Petercam11명의 분석가 더 보기
공고 • 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.
공고 • 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 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €41.44, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Professional Services industry in Europe.
공고 • 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.
공고 • 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.