Dominic Blakemore
Chief Executive Officer
Replay available
Compass Group PLC (CMPGF) Q4 2025 Earnings Call
Compass Group PLC (OTC: CMPGF) Q4 2025 earnings conference call, held 2025-11-25. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Petros Pizanias
Chief Financial Officer
Jamie Rollo
Analyst, Morgan Stanley
Kate Seale
Analyst, Bank of America
Simon Le Chiffre
Analyst, Jefferies
Jafar Mistari
Analyst, BNP Paribas
Leo Carrington
Analyst, Citigroup
Estelle Weingroth
Analyst, J.P. Morgan
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Compass Group Plc.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:02.757 Good morning and welcome to our full year results. 00:00:02.757 -- 00:00:04.757 2025 00:00:04.901 -- 00:00:07.727 was another great year for Compass. 00:00:07.727 -- 00:00:12.877 We delivered strong organic growth and margin progress, with profit up nearly 12%. 00:00:12.877 -- 00:00:14.621 Cash 00:00:14.621 -- 00:00:19.631 conversion was also very good, as we generated $2 billion of free cash flow 00:00:19.631 -- 00:00:21.901 for the first time. 00:00:21.901 -- 00:00:26.831 Net New Business, the cornerstone of our growth, was 4.5%, 00:00:26.831 -- 00:00:31.660 underpinned by strong new business wins and client retention of over 96%. 00:00:31.660 -- 00:00:33.363 This 00:00:33.363 -- 00:00:38.834 was the fourth consecutive year we've delivered net new growth within our 4-5% target 00:00:38.834 -- 00:00:40.261 range. 00:00:40.261 -- 00:00:44.408 This performance, together with a significant market opportunity, 00:00:44.408 -- 00:00:49.116 reinforces confidence in the sustainability of our growth algorithm 00:00:49.116 -- 00:00:55.083 and our ability to deliver long-term compounding shareholder returns. 00:00:55.307 -- 00:01:00.236 I'll talk more about this later, but before I do, first over to Petros to give you more 00:01:00.236 -- 00:01:02.917 details on the financials. 00:01:06.907 -- 00:01:10.231 Thanks, Dominic. Good morning, everyone. 00:01:10.231 -- 00:01:15.258 We've made good progress across all our key metrics as we delivered profit 00:01:15.258 -- 00:01:20.465 growth ahead of revenue growth. Importantly, free cash flow was also 00:01:20.465 -- 00:01:24.808 strong, growing faster than profit. 00:01:24.811 -- 00:01:28.270 Let's start by looking at revenue growth. 00:01:28.270 -- 00:01:33.622 Net New Business continues to be i...