Ireland · Delayed Price · Currency is EUR Kingspan Group Earnings Call Transcripts
Fiscal Year 2026
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The group will acquire BMC Manufacturing for up to €900 million, expanding its data center solutions and doubling its share of wallet per MW. The deal is highly EPS accretive, with strong organic growth expected, and positions the group for further expansion in the sector.
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Revenue grew 8% to €4.9 billion in H1 2026, with trading profit up 10% and strong momentum in Advnsys and Insulated Building Envelopes. Full-year profit guidance was raised to €1.125 billion, with robust cash flow, margin expansion, and a positive outlook into 2027.
Fiscal Year 2025
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Revenue and EBITDA grew 9% at constant currency, with strong order backlogs and double-digit ADVNSYS growth. Outlook remains positive, targeting 10% earnings growth in 2026 and accelerating thereafter, supported by robust demand in data center and roofing markets.
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Revenue rose 8% to €4.5 billion and trading profit increased 5% in H1 2025, with a strong backlog pointing to a robust second half. Guidance for full-year trading profit is around €950 million, and a €650 million share buyback was announced.
Fiscal Year 2024
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Revenue rose 6% to €8.6 billion with strong Q4 and Americas performance, while trading profit grew 3% and EPS 4%. Data solutions and roofing segments saw robust growth, and major capital investments and acquisitions position the business for further expansion.
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Revenue grew 2% to €4.2bn, but trading profit dipped slightly and EPS fell 5%. Strong order intake in insulated panels and data & flooring supports a €900m full-year profit outlook, despite margin pressure from investments and raw material deflation.