Netherlands' Topicus Q4 revenue slightly misses estimates

Topicus.Com

25/02/2026 22:14

Overview

Netherlands-based vertical market software firm's Q4 revenue rose 20% but slightly missed estimates

Net income for Q4 increased 41% yr/yr to €79.4 mln

Company completed major investment in Asseco Poland S.A.

Outlook

Topicus did not provide specific guidance for future quarters or the full year in press release

Result Drivers

ACQUISITIONS DRIVE GROWTH - Revenue growth in Q4 was primarily driven by acquisitions, contributing to a 20% increase year-over-year, with organic growth at 4%

CASH FLOW IMPROVEMENT - Cash flows from operations increased by 35% in Q4, reflecting improved operational efficiencies

Company press release: ID:nGNX9G7gvd

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
EUR 436.80 mln
EUR 438.67 mln (3 Analysts)
Q4 Net Income
EUR 79.40 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Topicus.Com Inc is C$140.00, about 62.3% above its February 24 closing price of C$86.27

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 43 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.)