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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Verisure Group
Verisure Group (VSURE) investor relations material
Verisure Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 May, 2026
Executive summary
Q1 2026 delivered financial performance ahead of expectations, with double-digit growth in revenue, ARR, and EBIT, margin expansion, and positive free cash flow for the second consecutive quarter.
Customer portfolio reached nearly 6.3 million, up 9.7% year-over-year, maintaining global leadership in monitored security.
Integration of Mexico contributed to ARR and portfolio growth, and rebranding initiatives in Spain and Portugal are progressing well.
Continued innovation with new AI-driven products, including Guardian in France and Seniors Protección in Spain.
Board changes included new appointments and departures, supporting ongoing transformation.
Financial highlights
Revenue reached €1,019.3m, up 10.8% year-over-year; ARR grew 12.2% to €3,533m, with Mexico contributing ~2 percentage points.
Adjusted EBITDA was €472.3m (margin 46.3%, up 81bps), and Adjusted EBIT rose to €277m (margin 27.2%, up 210bps).
Adjusted Net Profit increased to €152.1m from €71.2m in Q1 2025.
Free cash flow turned positive at €39.1m, a €95m improvement from Q1 2025.
Net leverage reduced to 2.8x, with net debt below €5bn.
Outlook and guidance
2026 guidance reaffirmed: ARR growth around 10% (excluding Mexico), Adjusted EBIT margin above 26%, and positive free cash flow.
Interim dividend expected in H2 2026, with a payout ratio of 30%-40% of H1 adjusted net income.
Medium-term guidance: ARR growth around 10% annually, revenue growth up to 100bps below ARR, and progressive EBIT margin development to 30% over the long term.
Mexico acquisition impact on RMC and attrition
AI impact on maintenance visit frequency
Pro forma cost of debt post-April refinancing
Spain rebrand impact on 2026 EBIT margins
Timeline for first dividend and FCF outlook
AI role in reducing operational costs
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Latest events from Verisure Group
- Double-digit growth, margin expansion, and Mexico acquisition drive a strong 2026 outlook.VSURE
Q4 202517 Apr 2026 - Strong 2025 growth, margin expansion, and positive 2026 outlook with dividend initiation.VSURECompany presentation1 Apr 2026
- Achieved €3.1bn ARR and 5.9m customers in 2024, with strong growth and market leadership.VSURECompany presentation12 Feb 2026
- Q3 delivered strong growth, margin expansion, and a positive outlook after IPO and Mexico deal.VSUREQ3 202526 Nov 2025
- Q2 2025 saw 9.3% revenue growth, margin expansion, and a major acquisition in Mexico.VSUREQ2 202529 Aug 2025
- Achieved €3.4bn revenue and 24% EBIT margin in 2024, with robust growth and retention.VSURECompany Presentation6 Aug 2025
- Category leader in monitored security, combining innovation, growth, and operational excellence.VSURECompany Presentation18 Jun 2025
- Q3 2024 saw strong revenue, EBITDA, and portfolio growth with improved leverage.VSUREQ3 202418 Jun 2025
- Double-digit revenue and EBITDA growth, margin expansion, and strong customer additions.VSUREQ2 202418 Jun 2025
Next Verisure Group earnings date
Q2 202630 Jul, 2026
Verisure Group
Next Verisure Group earnings date
Q2 202630 Jul, 2026
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Amina0781App Store
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@theshortbearx.com
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