Verisure Q1 2026 Results

Q1 2026: 1 January to 31 March 2026 (Growth rates shown in constant currency (“cc”) unless otherwise stated)

Strong Q1 financial performance ahead of expectations, positive free cash flow

• ARR €3,533m, +12.2% y/y (o/w ~2pp Mexico); driven by disciplined, compounding portfolio growth.
• Group Revenue €1,019m, +10.3% y/y.
• Adjusted EBIT €277m, +19.3% y/y; margin increased to 27.2%.
• Positive Q1 free cash flow of €39m.
• Confirming 2026 outlook:ARR growth ~10% (excluding Mexico), Adjusted EBIT margin >26%, positive free cash flow. Medium-Term guidance also reiterated.

Q1 portfolio ~6.3m customers – global category leadership confirmed

• Portfolio growth +9.7% y/y – now the world’s largest professionally monitored security provider.
• New installations 222.9k, +2.7% y/y – second highest quarter on record, continued focus on quality intake.
• ARPU €48.3, +2.2% y/y – growth driven by annual price increase and upselling.
• Q1 annualised attrition 7.5% – lower y/y excluding 8 bps headwind from Mexico acquisition.

Defined as Cash Flow for the period excluding changes in borrowings, M&A activity, and returns to shareholders

2026 Outlook

• ARR growth around 10% (excluding Mexico) and Adjusted EBIT margin above 26%.
• Free Cash Flow positive.
• Interim Dividend expected to be paid in the second half of 2026.

Medium-Term Guidance

• ARR growth around 10%.
• Total revenue growth up to 100 bps below ARR growth.
• Progressive expansion in Adjusted EBIT margin to 30% over the long term.

Conference Call Details

Verisure Q1 2026 Earnings Call:  Wednesday 6th May, 10am CET

• Presenters:  Austin Lally, CEO & Colin Smith, CFO
• Webcast:  Link for Webcast

Further Information

This is information that Verisure plc is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact persons set out above at 17:15 CEST on 5th May 2026.

About Verisure

Verisure is the global leader in professionally monitored security services by customers served,with a market-leading presence across Europe and Latin America.

Every day, our dedicated teams use leading technology to Deter, Detect, Verify and Intervene to protect ~ 6.3 million families and small businesses from intruders, fire, and health emergencies across 18 countries.

With over 35 years of insights, experience and innovation, Verisure is known for category-creating marketing, sales excellence, innovative products and services, and customer-centricity.

Our mission is to give our customers peace of mind by protecting what matters most to them. We believe that everyone has the right to feel safe and secure.

Thanks to a strong focus on high-quality service, we aim to have the most satisfied and loyal portfolio of customers in the industry. We estimate that we have some of the strongest growth and retention rates globally in consumer-facing services, which demonstrates our commitment to exceptional service levels and strong value proposition for our customers.

For more information: www.verisure.com

ENDS

Läs mer på Cision