CSG N.V. Earnings Call Transcripts
Fiscal Year 2026
-
Revenue grew 17% year-over-year to €3.3 billion, driven by Defence Systems and Land Systems expansion, with EBIT margin at 24.1% and a record €46 billion backlog. Guidance for 2026 is reaffirmed, with strong cash flow expected as working capital unwinds in H2.
-
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
-
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.