Compass Group PLC (CMPGF) Q3 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.527 -- 00:00:05.470 Hello and thank you for joining today's call, which is a little later than usual as Petros 00:00:05.470 -- 00:00:10.133 and I are in the US meeting clients and supply chain partners. 00:00:10.133 -- 00:00:15.196 We delivered another strong quarter with organic revenue growth over 7%, 00:00:15.196 -- 00:00:20.359 continued excellent client retention of 96% and net new business growth 00:00:20.359 -- 00:00:24.961 accelerating back into our 4-5% target range. 00:00:25.440 -- 00:00:30.022 We remain on track to deliver net new business growth at this level, which represents 00:00:30.022 -- 00:00:34.864 over $2.2 billion for the fifth consecutive year. 00:00:34.864 -- 00:00:39.606 As such, we're demonstrating our ability to grow consistently at scale over the long 00:00:39.606 -- 00:00:41.507 term. 00:00:41.507 -- 00:00:46.409 Our performance reflects the strength of our sector focus model, disciplined execution 00:00:46.409 -- 00:00:51.871 and strong client demand. We continue to win market share across multiple sectors, 00:00:51.871 -- 00:00:54.992 supported by a record pipeline. 00:00:55.001 -- 00:01:00.462 Over the last 12 months, we secured $4.3 billion of new business wins, 00:01:00.462 -- 00:01:06.863 which is up 16% year-on-year, with around half coming from first-time outsourcing. 00:01:07.464 -- 00:01:11.985 Business and industry remains our strongest performing sector, delivering double-digit 00:01:11.985 -- 00:01:16.945 organic growth and more than $2 billion of new business wins. 00:01:16.986 -- 00:01:22.107 With a record sales season in US education, six of our top 20 biggest 00:01:22.107 -- 00:01:24.360 wins coming in healthcare, 00:01:24.360 -- 00:01:29.062 International Sports and Leisure growing double digits and great ...