Securitas AB (publ) (SECUB) Earnings Call Transcripts

Securitas AB (publ)'s Latest Earnings Call - June 16, 2026

Securitas AB's earnings call for Q2 2026 highlighted a strategic shift from transformation to profitable growth, emphasizing intelligence-led security solutions. The company reported achieving an 8% operating margin target set in 2022 and reduced net debt to EBITDA to 2.1. Securitas announced new financial targets, including a 10% EPS growth over a cycle, focusing on profitable growth rather than just margin improvement. The company aims for 4-6% organic growth annually, driven by technology and integrated services, and plans to maintain a strong dividend policy of 50-60%.

Reported metrics

Guidance from management

Securitas provided guidance for 10% EPS growth over a cycle, with a focus on profitable growth and maintaining a net debt to EBITDA below 2.5. The company aims for 4-6% organic growth annually.

What management said

Welcome to Securitas Capital Markets Day 2026. Thank you so much for joining us here in London, and thank you for joining us over the webcast. I'm Micaela Sjokvist, and I'm heading up the IR function at Securitas. During this morning, we will have a great team presenting, and we will have 2 Q&A sessions, and we will also have a long break allowing for both coffee and for 2 demos. Demos that will show our risk intelli...

So I would like to welcome up the speakers from until now then. And we will take questions both from the audience here and please wait until you get a microphone and then please state your name and company. And then I will also try to weave in a few questions from the webcast. So please go ahead. Yes, gentlemen in the middle there.

What analysts pressed on

Analysts expressed concerns about the ability to maintain margin expansion, especially with the focus shifting to growth. Questions were raised about the impact of AI on existing revenue streams and the competitive landscape in North America.

Main topics on the call

• Shift to Profitable Growth — Securitas is transitioning from a phase of transformation to focusing on profitable growth, with an emphasis on intelligence-led security. CEO Magnus Ahlqvist stated, 'We are shifting the emphasis from the margin improve...
• Technology Integration — The integration of Stanley Security into Securitas Technology has positioned the company as a leading technology business. The focus is on scaling digital capabilities to benefit clients and the business.
• Financial Targets — Securitas announced a new financial target of 10% EPS growth over a cycle, with a focus on maintaining a net debt to EBITDA below 2.5 and a cash conversion target of 80-90%.
• AI and Automation Impact — AI and automation are expected to significantly impact the security industry, with opportunities in optimizing AI for security design and detection. 'AI is an enabler for our guard force and not a replacement for it,' sa...

Read the full Securitas AB (publ) transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 30 Securitas AB (publ) earnings call transcripts on record, spanning February 6, 2020 to July 24, 2026. Based on this history, Securitas AB (publ) reports quarterly. The most recent call on file is dated July 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SECUB

Exchange

OM

Country

SE

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

30

First call

February 6, 2020

Most recent

July 24, 2026

Reporting cadence

quarterly