CSG N.V. Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 17% year-over-year to €3.3 billion, driven by Defence Systems and Land Systems expansion, with EBIT margin at 24.1%. Record backlog and pipeline provide strong revenue visibility, and full-year guidance is reaffirmed. Margin improvements are supported by vertical integration and product mix.
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Q1 revenue rose 13.8% year-over-year to EUR 1.5 billion, with a 24.1% EBIT margin and record EUR 44 billion backlog. Strong growth in ammunition and land systems, robust cash flow, and confident full-year guidance, with Ammo+ margins set to recover and major U.S. and international contracts secured.
Fiscal Year 2025
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Revenue grew 30% to €6.7B in 2025 with a 24.1% margin, driven by strong demand and strategic expansion. Backlog and pipeline reached €42B, supporting robust 2026 guidance and multi-year growth, with focus on vertical integration and disciplined capital allocation.