Gooch & Housego PLC (AIM:GHH)
London flag London · Delayed Price · Currency is GBP · Price in GBX
926.00
+34.00 (3.81%)
May 8, 2026, 4:35 PM GMT

Gooch & Housego Earnings Call Transcripts

Fiscal Year 2025

  • FY 2025 saw 10.7% revenue growth and a 46.8% rise in adjusted profit before tax, driven by strong aerospace and defense performance and successful acquisitions. The order book reached a record £142.3 million, supporting a positive outlook for FY 2026.

  • Revenue grew 11.4% to £70.9m and adjusted operating profit rose 60.5% amid strong aerospace & defense demand, while industrial and life sciences faced headwinds from tariffs and regulatory delays. Strategic acquisitions and outsourcing drove margin gains.

  • M&A announcement

    The $17.5M acquisition of Global Photonics expands U.S. defense optics capabilities, adds advanced laser protection, and creates a scalable manufacturing hub in Tampa. The deal is expected to deliver revenue and cost synergies, with minimal regulatory hurdles and strong stakeholder support.

Fiscal Year 2024

  • Revenue grew 0.7% to £136m, with strong H2 offsetting a weak H1. Adjusted operating profit fell 13% due to investment and market headwinds. Order book remains robust, and acquisitions are driving growth in A&D and diagnostics.

  • Revenue and profit declined in H1 2024 due to weak industrial and medical laser demand, but gross margin improved and the order book remains strong. Integration of recent acquisitions and operational improvements support a positive outlook, with recovery expected in 2025.

Fiscal Year 2023

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