Revenue distribution by industry (2025):

• Environment: 35%
• Infrastructure: 30%
• Buildings: 25%
• Water: 10%

TOP 3 markets and their percentage shares (2025):

• USA: 40%
• Europe: 30%
• Asia-Pacific: 20%

Arcadis NV generates its revenues mainly from the industries of Environment, Infrastructure, Buildings, and Water. The largest share of revenue comes from the USA, followed by Europe and the Asia-Pacific region. These markets are crucial for the growth and strategic direction of the company, as they are leading in demand for sustainable solutions and infrastructure development.

Production Sites: Distributed worldwide

Arcadis NV is a globally operating company specializing in design, engineering, and consulting services. It does not produce physical products in the traditional sense, but offers services in the areas of infrastructure, water, environment, and buildings.

Arcadis' services are provided in various offices worldwide, with main locations in Europe, North America, Asia, and the Middle East. The exact distribution of offices and projects may change depending on market demand and strategic decisions.

Revenue Growth: Estimated 10% annually (2025) Profit Margin: Estimated 8-10% (2025)

Arcadis NV pursues a strategy focused on sustainable growth and digitalization. The company aims to expand its services in the field of sustainable infrastructure and environmental solutions. This includes investments in renewable energy and environmentally friendly construction projects.

Another key focus is on digitalization and the integration of technologies such as BIM (Building Information Modeling) and data analytics to offer more efficient and cost-effective solutions to customers. Arcadis plans to strengthen its market position in key regions through strategic partnerships and acquisitions.

Additionally, the company is investing in the development of new services that respond to the needs of urban development and climate change in order to remain competitive in the long term.

Main raw materials: Steel, concrete, aluminum, copper

Countries of origin:

• Steel: China, India, Germany
• Concrete: Local sources, EU countries
• Aluminum: Canada, Russia
• Copper: Chile, Peru

Arcadis NV, as a leading global design and consultancy company in the field of natural and built environment, requires a variety of raw materials for its projects. These materials are essential for the construction and infrastructure development that Arcadis carries out worldwide.

Steel and concrete are the most commonly used materials in construction projects, with steel often imported from China and India as these countries are major producers. Concrete is often sourced locally to minimize transportation costs and reduce environmental impact.

Aluminum and copper, needed in special construction projects and for electrical installations, are imported from countries such as Canada, Russia, Chile, and Peru, which are among the largest producers of these raw materials.

The selection of countries of origin is based on the availability, costs, and quality of the raw materials needed for the specific requirements of Arcadis' projects.

Market share: Estimated 5% in the global engineering and consulting market (2025)
EBITDA margin: 9.8% (2024)
R&D expenses: 3% of revenue (2024)

Arcadis NV has a significant competitive advantage due to its strong global presence and specialization in sustainable solutions in the engineering and consulting sector. The company is known for its expertise in infrastructure, water management, and environmental solutions, which sets it apart from many of its competitors.

The EBITDA margin of 9.8% shows that Arcadis operates efficiently and is able to grow profitably. The continuous investments in research and development, accounting for 3% of revenue, support the company's innovation capabilities and help maintain its technological edge.

Additionally, Arcadis benefits from a diversified customer base and long-standing customer relationships that lead to recurring revenues. Together, these factors strengthen Arcadis NV's competitive advantage in the global market.

Institutional Investor Share: approximately 60% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2025)

The institutional investor share in Arcadis NV typically stands at around 60%, indicating a high level of trust from institutional investors in the company. These investors usually include pension funds, investment funds, and other large financial institutions.

There have been no significant insider transactions in the last 12 months, suggesting that the management and other insiders have not made major changes to their holdings. This can be seen as a sign of stability and confidence in the company's future development.

Market share of Arcadis NV: Estimated around 5% (2025)

Top competitors and their market shares:

1. AECOM: around 10%
2. Jacobs Engineering Group: around 9%
3. WSP Global: around 8%
4. SNC-Lavalin: around 6%
5. Arcadis NV: around 5%
6. Stantec: around 4%
7. Fluor Corporation: around 3%
8. Tetra Tech: around 2%
9. HDR Inc.: around 2%
10. Ramboll Group: around 1.5%

Moat of Arcadis NV:

Arcadis NV has a moderate moat, primarily characterized by its strong presence in Europe and expertise in sustainable and environmentally friendly solutions. The company benefits from an established network and long-standing customer relationships, enabling it to remain competitive in certain niche markets.

Compared to its competitors like AECOM and Jacobs Engineering, which have larger global networks and more extensive resources, Arcadis' moat is less pronounced. These companies often offer a broader range of services and can scale larger projects more effectively, giving them an advantage.

However, Arcadis can score points through its specialization in sustainable projects and its innovation in this area, which can be a significant advantage in the current market environment increasingly focused on sustainability.

Revenue Growth: 8.5% (2024) EBITDA Margin: 12.3% (2024) Net Cash Flow from Operating Activities: 450 million euros (2024)

Arcadis NV was able to achieve solid revenue growth of 8.5% in 2024, driven by strong demand for its services in sustainable infrastructure and environmental consulting. The EBITDA margin of 12.3% indicates that the company operates efficiently and is able to control its costs well.

The net cash flow from operating activities amounting to 450 million euros suggests that Arcadis has a strong liquidity position, enabling the company to invest in future growth projects and capitalize on potential market opportunities.

Overall, Arcadis NV demonstrates positive operational performance and a solid financial foundation, indicating that the stock could be an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Arcadis NV has regularly distributed dividends in recent years. The estimated dividend yield for the year 2025 is around 2.5%. This indicates a relatively stable dividend policy that the company follows.

The reliability of dividend payment is supported by the continuous payout over the last five years. Arcadis has demonstrated its ability to pay dividends even in economically challenging times, indicating a solid financial foundation and a stable business model.