PRESS RELEASE | Arcadis Fourth Quarter and Full Year Results 2025 Mixed results, repositioning for next growth phase FOURTH QUARTER Net revenues of €887 million, organic growth of -2.9%Operating EBITA margin of 10.8% (Q4‘24: 12.6%)Extensive Property & Investment (within Places) project portfolio review led to revenue adjustments Record free cash flow performance of €344 million (Q4‘24: €183 million) FULL YEAR Net revenues of €3.8 billion, organic growth -0.5% with areas of strength offset by PlacesBacklog o ...

Core Viewpoint - A consortium led by Amentum has secured a contract for program management and technical solutions related to nuclear new build projects in the Netherlands [1] Group 1: Contract Details - The NEXUS-NL consortium includes Amentum, Arcadis, Tractebel, and NRG PALLAS [1] - The consortium will focus on the development of up to two gigawatt-scale power plants [1] Group 2: Strategic Importance - The project aims to support the Netherlands' strategies for decarbonization and energy security [1] - The initiative will also provide support to the Nuclear Energy Organisation [1]

Core Viewpoint - Arcadis has successfully completed its share buyback program, repurchasing a total of 4,575,796 ordinary shares for €174,999,566 at an average price of €38.24 since the program's initiation on 1 October 2025 [1][2]. Summary by Sections Share Buyback Program - The share buyback program was completed on 16 January 2026, with the final transactions occurring between 12-16 January 2026, where 433,986 shares were repurchased at an average price of €37.33, totaling €16,201,885 [2]. - The purpose of the share buyback program is to reduce the capital of Arcadis, as previously announced [2]. Company Overview - Arcadis is recognized as the world's leading company in delivering data-driven sustainable design, engineering, and consultancy solutions for natural and built assets, employing around 36,000 professionals [4]. - In 2023, Arcadis reported gross revenues of €5.0 billion, indicating a strong financial performance [4].

Company Overview - Jacobs Solutions Inc. is a global engineering and professional services firm based in Dallas, Texas, with a market capitalization of $16 billion, providing services across various sectors including infrastructure, transportation, water, energy transition, and advanced manufacturing [1] Earnings Expectations - The company is set to report its Q1 earnings soon, with analysts expecting a profit of $1.50 per share, which represents a 12.8% increase from $1.33 per share in the same quarter last year [2] - For the current fiscal year, analysts project an EPS of $7.01, reflecting a 14.5% increase from $6.12 in fiscal 2025, and an expected annual rise to $7.94 by FY2027, which is a 13.3% increase [3] Stock Performance - Over the past 52 weeks, Jacobs' stock has increased by 3.6%, which is lower than the Industrial Select Sector SPDR Fund's 22.3% rise and the S&P 500 Index's 16.2% increase during the same period [4] Recent Developments - On November 26, shares of Jacobs rose by 1.7% after the company, through its joint venture with Arcadis, was selected as the independent certifier for the Logan and Gold Coast Faster Rail Project in Queensland, aimed at enhancing rail capacity and passenger connectivity [5] Analyst Ratings - Wall Street analysts have a moderately bullish outlook on Jacobs' stock, with a "Moderate Buy" rating overall. Among 16 analysts, eight recommend a "Strong Buy," two a "Moderate Buy," and six a "Hold." The average analyst price target is $158.21, indicating a potential upside of 14.9% from current levels [6]

Core Viewpoint - Arcadis has announced the nomination of Heather Polinsky as the new CEO and Chair of the Executive Board, effective from March 1, 2026, following a structured succession planning process [2][3][4]. Group 1: Leadership Transition - Heather Polinsky, currently the Global President for Resilience and Mobility, will take over from Alan Brookes, who will step down on March 1, 2026 [3][10]. - The Supervisory Board believes that new leadership is essential for reinvigorating growth and strengthening market position as the company prepares for its next strategic cycle [4]. Group 2: Heather Polinsky's Background - Heather Polinsky has over 30 years of leadership experience in engineering, science, and advisory disciplines, having joined Arcadis in 1999 [8]. - Since 2023, she has led the Resilience business area, which has been the company's most profitable segment, contributing to sustained growth and margin improvement [4][8]. Group 3: Outgoing CEO's Contributions - Alan Brookes has been recognized for his leadership and contributions over his 25-year career at Arcadis, during which the company has strengthened its position and accelerated investments in skills, digital innovation, and AI [5]. - Brookes expressed confidence in Polinsky's leadership capabilities and looks forward to supporting a smooth transition [5]. Group 4: Future Focus - Polinsky aims to drive growth, strengthen performance, and accelerate actions to position Arcadis for its next phase of success, leveraging her experience across various business sectors [6].

Core Insights - Jacobs Solutions Inc. and Arcadis have secured the Logan and Gold Coast Faster Rail Project in Queensland, Australia, aimed at enhancing the rail network capacity and passenger experience between Brisbane and the Gold Coast [1][7] - The joint venture will oversee the design and construction of significant upgrades, including doubling the tracks along a 12.4-mile (20-kilometer) corridor and removing five level crossings to improve safety and reduce congestion [2][7] - Jacobs' expertise in infrastructure solutions is expected to bolster the development of a sustainable transportation network in Australia, positively impacting its infrastructure portfolio and stock performance [3][6] Company Performance - Jacobs' backlog reached a record high of $23.1 billion at the end of fiscal 2025, reflecting a 6% increase from the previous year, supported by strong demand for consulting services across various sectors [4][7] - The company has recently extended its operational intelligence agreement with United Utilities in the U.K. and was selected for the Interborough Express light rail project in New York, indicating continued growth in its advisory and project execution capabilities [5][6] - Year-to-date, Jacobs' stock has increased by 1.7%, outperforming the Zacks Building Products - Miscellaneous industry's decline of 3.9%, showcasing resilience amid global market uncertainties [6]

Core Insights - Jacobs, in a joint venture with Arcadis, has been selected for the Logan and Gold Coast Faster Rail Project, aimed at enhancing the rail network in South East Queensland to accommodate high growth travel demand and support the upcoming 2032 Olympic and Paralympic Games [1][3] Project Overview - The project involves major upgrades to double the tracks from two to four along a 12.4-mile (20-kilometer) corridor and remove five level crossings to improve safety and reduce congestion [2] - Modern station upgrades and improved walking and cycling connections will facilitate easier access to high-frequency rail services for customers [2] Company Statements - Jacobs' Executive Vice President highlighted the trust in Jacobs and AJJV's capability to deliver complex infrastructure projects that provide lasting community benefits [3] - Arcadis' Business Leader emphasized the commitment to innovation and sustainability, aligning with the vision for a more efficient rail network [3] Financial Context - Jacobs reported approximately $12 billion in annual revenue and employs nearly 45,000 people, providing end-to-end services across various sectors including transportation and environmental services [3]

Core Insights - Arcadis reported a return to organic growth with net revenues of €936 million, reflecting a 1.0% year-on-year increase, despite a foreign exchange impact of -4.3% [2][5][7] - The operating EBITA margin expanded to 11.6%, up from 11.4% in Q3 2024, driven by strategic initiatives and improved solutions mix [2][5][3] - The company continues to focus on high-growth markets such as Energy, Water, Climate, and Technology, with strong demand in North America and Europe [3][5] Financial Performance - Gross revenues decreased by 1% year-on-year to €1,232 million, while net revenues fell by 3% to €936 million [4] - EBITDA for the quarter was €126 million, a 2% decline from the previous year, with an EBITDA margin of 13.4% [4] - Free cash flow generation was €80 million, down 40% from €134 million in Q3 2024 [4][11] Order Intake and Backlog - Order intake was €882 million, leading to a backlog of €3.5 billion, which represents a 1.6% organic growth year-on-year [5][8] - The backlog quality improved as the company shifted focus towards high-growth and margin-accretive solutions [10] - Mobility projects in North America contributed significantly to backlog growth, although overall order intake saw a decline due to the winding down of large projects [9][16] Operational Highlights - The Resilience segment accounted for 37% of net revenues, with a 3.8% organic growth, driven by strong demand in North America, Germany, and the Netherlands [13][14] - The Places segment, representing 36% of net revenues, experienced an 8% decline in net revenues, impacted by delays in large capex decisions from European clients [15] - The Mobility segment saw a 5% increase in net revenues, supported by large projects secured in previous quarters [16] Strategic Focus - Arcadis is implementing a strategy to enhance accountability and performance culture, focusing on profitable growth and operational efficiency [12] - The company aims to attract and retain top talent through improved performance management and targeted reward mechanisms [12] - The 2024-2026 strategy includes targets for organic net revenue growth and an operating EBITA margin of 12.5% by 2026 [19]

Core Viewpoint - Arcadis N.V. has repurchased 106,232 of its own shares from October 1 to October 3, 2025, at an average price of €47.25, totaling €5,019,428 in consideration [1][2]. Group 1: Share Buyback Program - The share repurchase is part of a program aimed at reducing the capital of Arcadis, which was announced on October 1, 2025 [2]. - Details of all transactions under the share buyback program will be published in weekly press releases and on the Arcadis website [2]. Group 2: Company Overview - Arcadis is recognized as the world's leading company in delivering data-driven sustainable design, engineering, and consultancy solutions for natural and built assets [3]. - The company employs over 36,000 professionals, including architects, data analysts, designers, engineers, and sustainability experts, focused on improving quality of life [3]. - In 2023, Arcadis reported gross revenues of €5.0 billion and operates in over 30 countries [3].

Group 1: European Market Overview - European stocks showed mixed performance as the U.S. faced a government shutdown after the Senate failed to pass a short-term spending bill [1] - The pan-European Stoxx 600 index increased by 0.2 percent to 559.42, following a 0.5 percent rise on Tuesday [1] Group 2: National Indices Performance - The German DAX decreased by 0.2 percent, while France's CAC 40 saw a slight decline [2] - The U.K.'s FTSE 100 rose by 0.7 percent, supported by a survey indicating accelerated growth in U.K. house prices [2] Group 3: Housing Market Insights - U.K. house prices experienced an annual growth of 2.2 percent in September, up from 2.1 percent in the previous month, surpassing the forecast of 1.8 percent [2] - On a monthly basis, house prices rebounded by 0.5 percent after a 0.1 percent decline in August, exceeding economists' expectations of a 0.2 percent increase [3] Group 4: Pharmaceutical Sector Developments - Pharmaceutical stocks gained traction as Pfizer secured a deal with the U.S. government to reduce prescription drug prices in exchange for tariff relief [3] - Notable stock movements included Sartorius rising by 6.7 percent, Merck increasing by 5.2 percent, and Roche jumping by 5.3 percent [3] Group 5: Company-Specific News - Tate & Lyle, Plc saw a significant drop of almost 10 percent after revising its revenue and EBITDA outlook for the fiscal year ending March 31 [4] - Vallourec's shares increased by 2.2 percent following a new order from Petrobras for over 30 units of its Oil Country Tubular Goods solution [4] - British bakery chain Greggs surged by 8.2 percent, reporting a 6.1 percent sales growth for the third quarter of 2025 [5] - Technip Energies gained 1 percent after securing two engineering contracts from Repsol for the Ecoplanta project [5] - Diageo's stock rose by about 2 percent after pricing €1 billion of fixed-rate bonds under its European Debt Issuance Program [5] - Dutch engineering consultancy Arcadis surged by 8 percent due to share buyback announcements [6]