Reply S.p.A.

BIT:REY Stock Report

Market Cap: €4.2b

Reply Past Earnings Performance

Past criteria checks 5/6

Reply has been growing earnings at an average annual rate of 10.5%, while the IT industry saw earnings growing at 24.3% annually. Revenues have been growing at an average rate of 11.3% per year. Reply's return on equity is 17.2%, and it has net margins of 10.2%.

Key information

10.50%

Earnings growth rate

11.18%

EPS growth rate

IT Industry Growth24.90%
Revenue growth rate11.26%
Return on equity17.17%
Net Margin10.17%
Next Earnings Update12 Nov 2026

Recent past performance updates

Recent updates

Analysis Article Aug 05

Reply S.p.A. (BIT:REY) Interim Results: Here's What Analysts Are Forecasting For This Year

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
New Narrative Feb 22

The nimble tech network turning innovation into profits

Reply is a European IT consulting and digital transformation group that works as a network of specialised teams that focus on key tech trends like AI, cloud computing, data platforms and cybersecurity. This model makes it feel more like a group of focused experts than a classic consultancy, and that seems to help it stay flexible, innovative and closer to the real needs of clients.
Analysis Article Jan 18

Some Shareholders Feeling Restless Over Reply S.p.A.'s (BIT:REY) P/E Ratio

There wouldn't be many who think Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 15.9x is worth a...
Analysis Article Dec 06

Capital Investment Trends At Reply (BIT:REY) Look Strong

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Nov 16

Reply S.p.A. (BIT:REY) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
Analysis Article Sep 25

Is Now The Time To Put Reply (BIT:REY) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article Aug 27

Reply (BIT:REY) Is Aiming To Keep Up Its Impressive Returns

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Revenue & Expenses Breakdown

How Reply makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

BIT:REY Revenue, expenses and earnings (EUR Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 262,535258130
31 Mar 262,487264120
31 Dec 252,450251110
30 Sep 252,43520980
30 Jun 252,39019080
31 Mar 252,34922570
31 Dec 242,29621180
30 Sep 242,26423280
30 Jun 242,21921990
31 Mar 242,17322190
31 Dec 232,14218790
30 Sep 232,05522880
30 Jun 232,05422980
31 Mar 231,98619270
31 Dec 221,91119170
30 Sep 221,79417360
30 Jun 221,67815560
31 Mar 221,59015350
31 Dec 211,50115150
30 Sep 211,43514640
30 Jun 211,36814140
31 Mar 211,31212540
31 Dec 201,27012440
30 Sep 201,25812140
30 Jun 201,24711840
31 Mar 201,23911440
31 Dec 191,20611440
30 Sep 191,16610960
30 Jun 191,12710370
31 Mar 191,08311180
31 Dec 181,05110090
30 Sep 181,0059480
30 Jun 189608980
31 Mar 189318380
31 Dec 179027880
30 Sep 178797580
30 Jun 178557380
31 Mar 178287080
31 Dec 168006880
30 Sep 167816380
30 Jun 167625980
31 Mar 167425880
31 Dec 157215780
30 Sep 157035580

Quality Earnings: REY has high quality earnings.

Growing Profit Margin: REY's current net profit margins (10.2%) are higher than last year (7.9%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: REY's earnings have grown by 10.5% per year over the past 5 years.

Accelerating Growth: REY's earnings growth over the past year (36.1%) exceeds its 5-year average (10.5% per year).

Earnings vs Industry: REY earnings growth over the past year (36.1%) exceeded the IT industry 15.6%.


Return on Equity

High ROE: REY's Return on Equity (17.2%) is considered low.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/06 23:29
End of Day Share Price 2026/08/06 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Reply S.p.A. is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrea TodeschiniBanca Akros S.p.A. (ESN)
Giorgia ArianoBanca Akros S.p.A. (ESN)
Gustav FrobergBerenberg