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Verisure Group
Verisure Group (VSURE) investor relations material
Verisure Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Delivered strong Q4 and full-year 2025 results, surpassing 6.2 million customers, with record new installations, margin expansion, and a successful IPO and strategic acquisition in Mexico, expanding operations to 18 countries and leadership in 14 markets.
Achieved robust growth in high-quality, predictable subscription revenues, with ARR reaching €3,448m, up 12.7% year-over-year.
Adjusted EBIT for 2025 was €953m, up 15.5% year-over-year, with margin expansion to 25.4%.
Free cash flow turned positive in Q4, and net leverage reduced to 2.9x post-IPO, reflecting improved financial flexibility.
Continued investment in technology and innovation, including AI-enabled products and new service launches across key markets.
Financial highlights
Q4 2025 revenue was €965m, up 10.7% year-over-year; full-year revenue reached €3,745m, up 10.3%.
Adjusted EBITDA for 2025 was €1,708m, up 11.2% year-over-year, with margin at 45.6%.
Net subscriber growth of 559,703 in 2025, with total subscribers at 6,171,388 (+10.0% year-over-year).
Free cash flow was positive in Q4 at €80m (excluding IPO/refinancing/Mexico M&A), with a net cash outflow of €54m for the year.
Net leverage reduced to 2.9x at year-end, with net debt at €5.0bn.
Outlook and guidance
2026 guidance: ARR growth around 10%, adjusted EBIT margin above 26%, and free cash flow positive for the full year.
Interim dividend to be paid in H2 2026, targeting a 30–40% payout ratio of H1 adjusted net income.
Medium-term guidance reaffirmed: ARR growth ~10% annually, revenue growth up to 100bps below ARR, and EBIT margin expansion toward 30% long-term.
Mexico acquisition's impact on RMC and attrition
How will AI drive RMC reduction in 'Fit for Growth'?
Detail 2026 leverage target and interest savings
Quantify AI's impact on operations and customer value
Assess CPA drivers' impact on P&L and CapEx needs
Strategy and timeline for US-level penetration in Europe
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Next Verisure Group earnings date
Q1 20266 May, 2026
Verisure Group
Next Verisure Group earnings date
Q1 20266 May, 2026
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