LONDON, June 30, 2026, 17:04 BST
- Compass Group PLC (LON:CPG) closed at $32.30, adding 0.06% for the session. Shares moved between $31.80 and $32.66.
- The FTSE 100 (INDEXFTSE:UKX) finished 0.12% higher at 10,497.12 just after the main session closed at 16:30 in London.
- Compass moved its quote to dollars from pence in April. The LSE used a set conversion rate for the switch, but some platforms went with daily exchange rates, so now historic charts depend on the data vendor.
- Google Finance shows Compass at a $55.67 billion market cap. With the company-compiled FY 2026 revenue consensus at $50.7 billion, shares are trading around 1.1x expected sales for this year.
Compass Group PLC (LON:CPG) ended Tuesday’s London session close to flat, up 0.06%. But the more important figure for investors was the move to U.S. dollars for its LSE ordinary-share trading currency, which kicked in on April 1, shifting the math on the stock out of sterling and into dollars.
This is relevant since Compass reports and gives guidance in dollars, but most UK terminals show index and peer data in sterling. Compass said the LSE restated pre-April share price at 1 GBp to $0.0132080. But Bloomberg and others use daily historic GBp/USD rates. So chart screens will differ by data vendor even before you look at the shares themselves.
| Latest market read | Data |
|---|---|
| Last traded at | $32.30 |
| Change today | +0.06% |
| Intraday range | $31.80-$32.66 |
| Range as percent of session low | 2.7% |
| Turnover | 3.16 mln shares |
| Average daily volume | 3.38 mln shares |
| Current market cap | $55.67 bln |
| Market cap to FY26 consensus revenue | about 1.1x |
| Market cap to FY26 consensus op profit | about 14.9x |
The 14.9x number is based on Compass’s own FY 2026 consensus for underlying operating profit at $3.743 billion, updated June 19. It also points to 7.2% organic revenue growth and 11.2% constant-currency underlying operating profit growth for FY 2026.
Compass’s first-half numbers set the dollar base. North America brought in 67% of group revenue with an 8.4% margin. International accounted for the other 33% of sales and had a 6.1% margin.
| HY 2026 split | Revenue | Organic growth | Operating profit | Margin |
|---|---|---|---|---|
| North America | $16.7 bln | 7.2% | $1.41 bln | 8.4% |
| International | $8.3 bln | 7.1% | $504 mln | 6.1% |
| Group total | $25.0 bln | 7.2% | $1.84 bln | 7.4% |
Compass tightened the range between its outlook and consensus in the first half. The company bumped its 2026 underlying operating profit growth guidance to over 11%. First-half revenue was up 9%, while underlying operating profit gained 12%. CEO Dominic Blakemore said it was a “strong first-half performance” and pointed to “great momentum” for the group. Compass Group Corporate Website
Peer numbers are baked into the price. Sodexo SA EPA:SW in April lowered its FY 2026 organic revenue growth target to 0.5%-1% and projected a 3.2%-3.4% underlying operating margin. That makes Compass’s 7.2% FY 2026 organic revenue consensus and 7.4% first-half margin look pricey for the sector, but it leaves room for investors to pay up for quality.
| 2026 yardstick | Compass Group | Sodexo |
|---|---|---|
| Organic revenue growth | 7.2% is the consensus forecast | Guidance is for 0.5%-1% |
| Profit/margin marker | Consensus sees 11.2% underlying operating profit growth | Guidance targets a 3.2%-3.4% underlying operating margin |
| Latest company update used | Consensus from June 19 | H1 reset on April 10 |
Costs and risks around office use are still present. In May, Reuters said CFO Petros Parras told analysts that Compass had no direct exposure to the Middle East. The company said close to two-thirds of its contracts have dynamic pricing, with price hikes around 3%. Back in February, Reuters also reported that around 20% of Compass revenue was from technology, professional and financial clients—a group linked to market worry over AI-driven office job cuts.
Compass has some near-term dates up. July 6 is the cut-off for currency elections. July 14 is when the group will announce the GBP rate. Third-quarter trading update lands July 21, and interim dividend gets paid July 30.
