DO & CO Aktiengesellschaft (DOC) Earnings Call Transcripts

DO & CO Aktiengesellschaft's Latest Earnings Call - June 11, 2026

For the fiscal year 2025-2026, DO & CO Aktiengesellschaft reported record revenue of $2.461 billion, a 7% increase year-over-year, with EBITDA rising 15% to EUR 300 million. The company achieved a net result of EUR 15.8 million, reflecting a 14% increase. Management maintained guidance for 2026-2027, targeting revenue growth of 7-8% and EBIT margins between 8.6% and 9%, despite ongoing geopolitical challenges in the Middle East that impacted results in Q4.

Reported metrics

Guidance from management

Management expects revenue growth of 7-8% for 2026-2027 and EBIT margins between 8.6% and 9%. They noted that the impact from the Middle East conflict is expected to diminish over time.

What management said

Yes. So I mentioned 8.6% to 9% so of course, we don't want to get 8.6%. So it's not 9%, it's 8.6% to 9.7%. So it's a very close spectrum, to be honest. And it's again a combination of, of course, new contracts or provisional leverage efficiency improvements. So all the topics that you know anyway. And then I think for the next step, 9% to 10%, again, it's the same story together with automization and also provision...

Yes, that's a good point, Miro. That's a development that we have seen now in the last years, you are correct. It's a shift, especially from agency staff to fix stuff, which also improves our efficiency. And you know that in our material cost also agency costs are included. That's why you see the shift here. I think the shift continues, but maybe a bit lower than in the past, to be honest. But it's still for us a...

What analysts pressed on

Analysts expressed concerns about the potential ongoing impact of the Middle East conflict on revenue and margins. They also inquired about the company's capital allocation strategy and the need for additional kitchen space for new contracts.

Main topics on the call

• Record Revenue and Profitability — DO & CO achieved record revenue of $2.461 billion, representing a 7% increase year-over-year. EBITDA margin improved to 12.2%, up from 11.4%, indicating strong profitability growth. Management stated, "This is not just g...
• Impact of Middle East Conflict — The ongoing conflict in the Middle East negatively impacted revenue by approximately EUR 23 million in March, with a net EBIT impact of around EUR 2.5 million. Management noted that while this affected Q4 results, they e...
• New Contracts and Growth Opportunities — Management highlighted the recent contract win with American Airlines, expected to generate around EUR 50 million annually. This partnership is seen as a significant growth opportunity in the U.S. market, with management...
• Strong Cash Flow Generation — Free cash flow increased by 80% year-over-year to EUR 225.1 million, reflecting strong internal cash generation. Management emphasized that "our earnings are translating into cash at a very high rate," underscoring the f...

Read the full DO & CO Aktiengesellschaft transcript (June 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 52 DO & CO Aktiengesellschaft earnings call transcripts on record, spanning February 12, 2020 to June 11, 2026. Based on this history, DO & CO Aktiengesellschaft reports quarterly. The most recent call on file is dated June 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DOC

Exchange

WBAG

Country

AT

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

52

First call

February 12, 2020

Most recent

June 11, 2026

Reporting cadence

quarterly