UK's Mobico operating profit beats estimates on growth in Alsa division

Mobico

26/02/2026 07:16

Overview

International mobility provider's 2025 revenue rose 6.2% but missed analyst expectations

Adjusted operating profit for 2025 beat analyst estimates, rising 9% to £198 mln

Company expects £100 mln annual cost savings by end of 2026

Outlook

Mobico expects FY 2026 adjusted operating profit between £195m and £210m

Company targets £100m annualized cost savings by end of 2026

Agreement with German Rail PTAs to support sustainable business

Result Drivers

ALSA PERFORMANCE - Alsa division achieved record revenue growth, despite challenges in UK market

SIMPLIFY FOR SUCCESS - Cost programme contributed to improved operating profit, with £100 mln savings expected by end of 2026

UK COACH INTEGRATION - Integration into Alsa expected to improve competitiveness and reduce overheads

Company press release: ID:nRSZ4411Ua

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
GBP 2.74 bln
GBP 2.92 bln (6 Analysts)
FY Net Income
-GBP 287.30 mln
FY Adjusted Operating Profit
Beat
GBP 198 mln
GBP 186.16 mln (6 Analysts)
FY Adjusted Pretax Profit
Beat
GBP 122.30 mln
GBP 87.73 mln (4 Analysts)
FY Basic EPS
-GBP 0.52
FY Free Cash Flow
GBP 77.30 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the passenger transportation, ground & sea peer group is "buy."

Wall Street's median 12-month price target for Mobico Group PLC is GBp32.50, about 47.5% above its February 25 closing price of GBp22.04

The stock recently traded at 3 times the next 12-month earnings vs. a P/E of 4 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)