SNP Schneider-Neureither & Partner SE (SHF) Earnings Call Transcripts

SNP Schneider-Neureither & Partner SE's Latest Earnings Call - March 26, 2026

In Q4 2025, SNP Schneider-Neureither & Partner SE reported a 16% increase in revenue and a 66% rise in EBIT, achieving an EBIT margin of 16%. The company highlighted a strong performance in its software segment, with software revenue reaching EUR 111 million, doubling over three years. Management maintained a positive outlook for 2026, projecting mid- to high single-digit revenue growth and low double-digit EBIT growth. The stock could be influenced by the company's strategic shift towards software and partner-driven growth, as well as its decision to streamline investor relations activities.

Reported metrics

Guidance from management

For 2026, SNP expects revenue growth in the mid- to high single-digit percentage range and EBIT growth in the low double-digit percentage range, with a book-to-bill ratio greater than 1.

What management said

So we want to, of course, improve our software-to-services ratio. And a key element here next to, of course, technological advancements is that we ramp up our partner business. So every serviceman day or person day delivered by a partner is something very positive for us. We invest a lot in our partner strategy. So it's not the aim to grow services business just for the sake of a services business, but just to enabl...

I think we will be huge beneficiaries of the AI wave. We will have massive announcement in a few areas at Transformation World. AI will help us to even more improve time to value for our customers. It will help us to accelerate the strategy, what I already mentioned in my answer to your first question, Lukas, that we can enable our partners even more faster to work with our technology. And at the end of the day, thi...

What analysts pressed on

Analysts questioned the low single-digit growth expectation for the service business, suggesting a strategic shift towards software and partner-driven growth. Concerns were also raised about one-off effects and their impact on financial metrics.

Main topics on the call

• Revenue and Order Growth — Revenue increased by 16%, and order entry rose by 11%, with a book-to-bill ratio significantly greater than 1, indicating a strong backlog. "Revenue went up 16%. Order entry is up 11%."
• Profitability Improvement — EBIT increased by 66%, achieving a margin of 16%, with EBITA margin around 20%, nearing Rule of 40 status. "EBIT is up by 66%. The EBIT margin is now at 16%."
• Software Segment Performance — Software revenue reached EUR 111 million, doubling over three years, driven by partner and ecosystem contributions. "Software revenue of around EUR 111 million...exactly twice as much as we had 3 years ago."
• Regional Growth — EMEA region showed strong performance with 36% YoY growth, indicating robust regional expansion. "Strong performance in EMEA with 36% year-over-year growth."

Read the full SNP Schneider-Neureither & Partner SE transcript (March 26, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 10 SNP Schneider-Neureither & Partner SE earnings call transcripts on record, spanning April 30, 2020 to March 26, 2026. Based on this history, SNP Schneider-Neureither & Partner SE reports annually. The most recent call on file is dated March 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SHF

Exchange

XTRA

Country

DE

Sector

Information Technology

Industry

IT Services

Calls on record

10

First call

April 30, 2020

Most recent

March 26, 2026

Reporting cadence

annually