XPS Pensions Group Earnings Call Transcripts
Fiscal Year 2026
-
Revenue grew 13% year-over-year, with strong organic and acquisition-driven gains, and adjusted EPS up 9%. Major public sector wins and the successful integration of Polaris are expanding opportunities, while continued investment in technology and people supports future growth.
Fiscal Year 2025
-
Revenue grew 18% and adjusted EPS rose 36% year-over-year, with strong margin gains and robust cash conversion. Segment growth was led by administration and actuarial consulting, while the Polaris acquisition expanded insurance consulting capabilities. FY2026 will see normalized growth as McCloud project effects subside.
-
Significant investment in proprietary technology and expansion into insurance consulting are driving growth, with risk transfer revenues rising sharply and a strong pipeline ahead. Aurora and Radar platforms have transformed operations, while the Polaris acquisition positions the business for further insurance market gains.
-
Delivered 23% organic revenue growth and 37% higher adjusted EBITDA, with strong margin expansion and reduced leverage. Administration and actuarial segments led growth, while new tech and insurance consulting investments support a positive outlook.