VERISURE PLC EO -,001

Verisure shares plunged to a new record low after the 2025 figures, even though annual recurring revenue (ARR) rose by just over 12% to €3.48 billion and installations increased by 224,000 units (+5.9%). Adjusted EBITDA, at just under €421 million, missed expectations (estimate: €431 million). For 2026 Verisure is targeting ARR growth of around 10% and an adjusted EBIT margin of about 26%; the company reports net debt of roughly €4.8 billion. CEO Austin Lally expects a long-term recovery in the share price if double-digit revenue growth and margin improvements are sustained. » Altro su deraktionaer.de

Verisure reported a record Q4 with 224,000 new customers, up 5.9% year‑on‑year, and accelerated growth in new installations. Annual recurring revenue rose 12.4%, beating the 12% forecast, and quarterly revenue grew 10.9% to €965 million. The adjusted EBIT margin improved to 24.5% for the quarter (full year: 25.4%), and the operating result stood at €953 million. For 2026 Verisure expects around 10% growth in recurring revenues, an adjusted EBIT margin above 26%, positive free cash flow and the start of dividends in the second half of the year. » Altro su de.investing.com

Verisure reports revenue of €933m for Q3 2025 (+9.9%) and adjusted EBITDA of €443m (+11.6%) with a margin of 47.4%. Annual Recurring Revenue rose 10.2% to €3.292bn and the number of customers grew 8% to over 5.9 million. The company completed an acquisition in Mexico and expects ARR growth of more than 12% for 2025 as well as adjusted EBIT of €940–950m; long term it targets an EBIT margin of 30% and plans dividends from H2 2026. » Altro su de.investing.com