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.

CEO Austin Lally commented: We have started 2026 positively, with our second consecutive quarter of positive free cash flow alongside a growing customer portfolio and expanding margins. With our portfolio at ~6.3m customers we are now the largest professionally monitored security company globally, by portfolio size.

Our approach focuses on high-quality customer intake, ensuring increasing value from our compounding customer portfolio. The resilience of our customer base demonstrates our ability to deliver even against an uncertain consumer backdrop. Looking ahead, we continue to drive long-term value through disciplined customer acquisition, predictable portfolio growth, moving into a phase of progressive shareholder returns.

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 6 May, 10am CEST

• Presenters: Austin Lally, CEO & Colin Smith, CFO
• Webcast: Link for Webcast
• Q1 2026 Materials: Financial results, reports and presentations | Verisure

Further Information

The information was submitted for publication, through the agency of the contact persons set out above at 8am CEST on 6 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