London · Delayed Price · Currency is GBP · Price in GBX Cohort Earnings Call Transcripts
Fiscal Year 2026
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Revenue and order book reached record levels, with strong contributions from recent acquisitions and robust demand across global defense markets. Strategic investments and an active acquisition strategy support future growth, while supply chain and financial risks are well managed.
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Revenue and order book remain strong, with a record £128.8 million in first-half revenue and robust demand driven by global security concerns. Margin improvements are expected as high-margin businesses grow and low-margin projects conclude, while international expansion and acquisitions support long-term growth.
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Revenue hit a record £128.8m with a robust order book and strong demand outlook. Adjusted operating profit dipped slightly, but full-year guidance and dividend growth remain intact. Key investments and acquisitions, especially EM Solutions, are driving future growth.
Fiscal Year 2025
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Record revenue, profit, and order book were achieved, with strong growth across divisions and robust demand driven by global defense spending. Margins are expected to improve, supported by new products, acquisitions, and a strong balance sheet.
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Record revenue, profit, and order book achieved, with 33% revenue growth and 30% higher adjusted operating profit year-over-year. Strong order intake and acquisitions drive future growth, while dividend rises 10% for the year.
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Record first-half results with revenue up 25% and a 53% increase in the order book to £541 million. Acquisition of EM Solutions expands technology and market reach, while strong demand and a robust pipeline support continued growth and higher margins.
Fiscal Year 2024
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The acquisition adds complementary satellite communications technology and expands the group’s global footprint, especially in Australia and NATO Europe. Financially accretive, the deal is expected to accelerate margin growth and leverage strong order books in a rising defense market.
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Record revenue, profit, and order book were achieved, with over 95% revenue coverage for the coming year and strong growth in Sensors and Effectors. Robust demand, a major contract win, and a 10% dividend increase support a positive outlook.