United Kingdom · Delayed Price · Currency is GBP · Price in GBX Informa Earnings Call Transcripts
Fiscal Year 2026
-
FY 2026 revenue and adjusted earnings growth guidance is reaffirmed, with Q4 visibility and Middle East events recovering. Clarion adds scale and growth to Live Events, while Taylor & Francis enters a process to determine its independent future.
-
Underlying revenue grew 6.8% year-over-year, with B2B live events up 8% and academic markets over 5%. Despite Middle East disruption, profit was robust, guidance reaffirmed, and margin expected to improve by year-end. Share buyback and dividend increased.
Fiscal Year 2025
-
Double-digit revenue and profit growth in 2025, with B2B live events and academic segments both expanding. Strong free cash flow supports increased dividends and share buybacks, while guidance for 2026 remains confident despite macro volatility and Middle East disruptions.
-
Compounding growth is driven by brand expansion, geographic reach, and innovation in data and AI, with Dubai and IMEA as key growth engines. Financial targets include 5%+ group revenue growth, margin expansion to 30% by 2029, and strong capital returns via dividends and buybacks. Premium positioning, portfolio diversity, and new product launches underpin resilience and future runway.
-
Strong half-year results featured nearly 8% group revenue growth, robust B2B and academic performance, and margin expansion. Upgraded guidance to 6% growth, expanded share buybacks, and maintained high visibility into 2026 bookings.
Fiscal Year 2024
-
2024 saw double-digit revenue, profit, and dividend growth, with strong international expansion and record academic performance. Guidance for 2025 is 5% group growth, 7%+ in B2B, and continued margin and dividend increases, supported by resumed share buybacks and a major Dubai partnership.
-
Strong H1 2024 results with double-digit growth in revenue, profit, and cash flow led to upgraded full-year guidance. The proposed Ascential acquisition completes a capital recycling program, while AI partnerships and marquee brands drive future growth.
-
Trading update highlighted 10.1% growth, stronger cash generation and a £500 million share buyback this year. Plans include completing TechTarget by year-end 2024, expanding AI use over 3–5 years and continuing progressive dividends.
Fiscal Year 2023
Fiscal Year 2022
Fiscal Year 2021
Fiscal Year 2020
-
FY20 revenue was £1.661bn and adjusted operating profit nearly £270m, as COVID-19 sharply curtailed physical events. The FY21 £1.7bn baseline assumes subscription growth and a gradual event return, with cash-flow neutrality or better targeted.
Fiscal Year 2019
-
2019 delivered 22% reported revenue growth, 3.5% underlying growth and £722m free cash flow. COVID-19 drove ~£450m of event postponements, with H2 recovery as the planning assumption and liquidity strengthened by a £750m facility.
Fiscal Year 2018
-
Underlying revenue grew 3.7%, adjusted operating profit rose 34%, and free cash flow increased 25.5%. Integration and synergies underpin a 2019 growth ambition above 3.5%, while fashion and FX remain key uncertainties.
Fiscal Year 2017
-
Revenue rose 30.7% to £1.76bn and underlying growth accelerated to 3.4%; adjusted EPS increased 9.5% and free cash flow reached £400.9m. 2018 underlying growth target was north of 3.5%, with continued investment in growth and integration planning.
Fiscal Year 2016
-
Revenue rose 11% reported and 1.6% organically; adjusted operating profit increased 13.8%, with £306m free cash flow and a 4.3% dividend increase. 2017 guidance targets growth in revenue, earnings, dividends and cash, supported by exhibitions, BI investment and Penton synergies.
Fiscal Year 2015
-
2015 organic revenue grew 1%, adjusted operating profit rose 9.5% to £366m, and free cash flow reached £300m. 2016 priorities are growth and disciplined investment amid macro headwinds.
Fiscal Year 2014
-
FY14 delivered adjusted EPS of 40.3p, free cash flow of £232m and a 2% dividend increase despite currency and Business Intelligence headwinds. 2015 priorities include underlying earnings growth, targeted investment and recovery in Business Intelligence.
Fiscal Year 2013
-
2013 earnings rose 5%, adjusted EPS reached 40.1p and cash conversion improved to 99%, despite Business Intelligence contraction. For 2014, management targeted measured operational change and sustainable growth, without specific guidance.
Fiscal Year 2012
-
2012 brought record profits, a 28.4% operating margin and higher free cash flow despite weak trading. For 2013, the plan is to restore underlying revenue growth across all divisions while margins consolidate and earnings grow.
Fiscal Year 2011
-
FY2011 revenue reached £1.27bn and operating margin a record 26.4%, with strong cash flow and lower leverage. Trading began in line with expectations; resilient subscriptions, event bookings and integration savings supported the 2012 outlook.
Fiscal Year 2010
-
2010 was a record year, with higher profits, margins and cash generation, supported by digital subscriptions and resilient large events. Positive bookings and investment underpinned 2011 growth expectations, tempered by economic and regional uncertainty.