Compass posts solid FY25 results and maintains confident FY26 guidance
Compass delivered slightly better-than-expected FY25 results, supported by strong North America performance and resilient margins. With a higher dividend, paused buybacks and a clear M&A focus, the group pairs disciplined Capital Allocation with a realistic FY26 guidance.
Published on 11/25/2025
at 02:23 pm GMT - Modified on 11/25/2025
at 01:56 pm GMT
Compass Group PLC is the world leader in institutional catering and concessions. Net sales break down by market as follows:
- businesses and administration (38.9%);
- health care facilities and nursing homes (23.3%);
- educational institutions (18.1%);
- sports and leisure facilities (14.1%);
- other (5.6%): oil, gas and mining industries, construction and defense sectors.
Restaurants are operated under the brands Medirest, Morrison, ESS, Eurest, Bon Appétit, etc.
North America accounts for 68.2% of net sales.
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.