Securitas SECU-B
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Full analysis: 5 Apr 2026
Latest news check: 25 Jul 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Maintain the position; consider adding only if Q2 shows clearer organic growth/order momentum, or if the stock weakens further without breaking the margin and cash-flow trend.
Q2 confirms margin and cash-flow strength plus debt reduction, yet weak organic growth and short-term volume headwinds keep the signal at hold pending clearer re-acceleration.
Market sentiment
7/10
→
Trend: Stable
Sentiment is mixed with support from continued margin improvement and portfolio actions, but concern over zero organic growth and macro-related volume losses in Europe and North America.
Price context
The share closed at 151 SEK after a 9–11 % drop on the report day and now trades 12 % below its 52-week high.
Risk assessment
4/10
Dilution:
Low
Strong cash flow; no equity raise indicated
Jurisdiction:
Low
Mainly US and Europe; stable jurisdictions
Execution:
Medium
Tech shift and M&A integration require continued delivery
Recent changes
- Report shows margin improvement and new long-term targets following low-margin contract wind-down.
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Show all changes (3) — follow the company freeAbout the company
Securitas is a global provider of security services focused on manned guarding, mobile services, and technology-led security solutions. The company is profitable and is transforming toward higher margins through Technology & Solutions and more recurring revenue streams.
Sector:
Security services and security solutions
Type:
Industrial
Next report
23 Oct 2026
Q3
Catalysts
Unknown
New 2030 targets
Medium
Unknown
Critical infrastructure wind-down
Medium
Horizon:
Bull case
Continued margin improvement and portfolio actions pave the way for stronger results from 2027 once low-margin contract exits are completed.
Bear case
Weak organic growth and volume losses in aviation security plus the Pinkerton contract loss may weigh on growth longer than expected.
Signal rationale (informational)
Q2 confirms margin and cash-flow strength plus debt reduction, yet weak organic growth and short-term volume headwinds keep the signal at hold pending clearer re-acceleration.
Recent news
- Securitas published the Q2 report on 24 July with revenue of 37 843 MSEK and adjusted organic growth of 3 %. Operating margin improved to 7.6 % and the company announced new 2030 targets of 10 % average annual EPS growth. The share fell approximately 9–11 % on the report day to 151 SEK.
Key figures
Revenue
Q2 2026
SEK 37.8B
Net income
Q2 2026
2.88
Gross margin
Q2 2026
7.6%
Price & valuation
Last close
SEK 148
1 week
-2.7 %
3 months
-2.0 %
12 months
+1.0 %
From 52w high
-13.7 %
From 52w low
+8.2 %
Exchange
Stockholm
Type
Industrials
Sector
Security services and security solutions
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.