Stock Markets February 13, 2026

Heijmans posts robust 2025 results and issues upbeat 2026 guidance

Dutch builder reports margin expansion, stronger order book and a higher dividend after broad-based segment gains

By Derek Hwang
Heijmans posts robust 2025 results and issues upbeat 2026 guidance

Heijmans delivered strong 2025 financial results, with group revenue rising 7.3% to €2.77 billion and adjusted EBITDA climbing 26.8% to €252 million. Net profit increased 44.4% to €130 million and the company raised its dividend to €2.37 per share. The order book expanded to €3.68 billion, and management provided optimistic 2026 guidance targeting a 9.5% adjusted EBITDA margin and revenues near €3.1 billion.

Key Points

  • Group revenue rose 7.3% to €2.77 billion for 2025, with adjusted EBITDA increasing 26.8% to €252 million and net profit up 44.4% to €130 million.
  • Order book expanded materially to €3.68 billion, a 33.8% year-on-year increase and roughly 10% higher than in the third quarter, underpinning near-term workload.
  • All three operating segments improved performance: Living (revenue €1.01 billion, adjusted EBITDA €112 million), Working (revenue €690 million), and Connecting (revenue €1.12 billion), supporting overall margin expansion.

Heijmans reported a solid set of full-year 2025 results driven by gains across its three operating divisions, with group revenue up 7.3% to €2.77 billion, in line with consensus expectations. The company’s adjusted EBITDA advanced 26.8% to €252 million, marginally ahead of market estimates, while net profit rose 44.4% to €130 million.

Management noted an adjusted EBITDA margin of 9.1% for 2025, an improvement of 140 basis points versus the prior year. The company also disclosed a notably stronger order book, which increased to €3.68 billion - a 33.8% rise year-on-year and roughly 10% higher than at the end of the third quarter.


Segment performance

The Living business recorded modest top-line growth, with revenue of €1.01 billion, up 2% year-on-year. Despite the restrained revenue increase, Living delivered meaningful margin expansion as adjusted EBITDA climbed 26% to €112 million.

The Working division grew revenue by 9% to €690 million and lifted adjusted EBITDA by 17%. Meanwhile, the Connecting segment posted 12% revenue growth to €1.12 billion and a 33% rise in adjusted EBITDA, indicating broad-based improvement across Heijmans’ operating units.


Outlook and capital return

Looking to 2026, Heijmans issued guidance calling for an adjusted EBITDA margin of 9.5% and revenues approaching €3.1 billion, which implies roughly a 12% top-line expansion. The company said this guidance sits above company-compiled consensus and analyst projections.

Reflecting the strong results, Heijmans will increase its dividend to €2.37 per share, up from €1.64 in the prior year.


The published results portray a company that improved profitability and strengthened its backlog during 2025. Management’s 2026 targets are constructive for stakeholders, but they are forward-looking and contingent on future execution.

Risks

  • The 2026 targets for a 9.5% adjusted EBITDA margin and revenues near €3.1 billion are forward-looking guidance; their realization depends on future execution and market conditions.
  • Although the order book has strengthened to €3.68 billion, the company’s future results rely on converting backlog into profitable revenue, a development path that is not detailed in the disclosures.
  • The report does not provide granular drivers by geography or contract type; limited disclosure increases uncertainty about which specific activities are expected to deliver the guided growth.

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