London · Delayed Price · Currency is GBP · Price in GBX Softcat Earnings Call Transcripts
Fiscal Year 2026
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Exceptional first half FY26 results featured 22.6% gross profit growth and a 27.3% rise in underlying operating profit, driven by strong demand, AI tailwinds, and strategic investments. Upgraded guidance anticipates high single digit profit growth, with continued focus on capital returns and operational excellence.
Fiscal Year 2025
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Delivered strong double-digit growth in gross profit and operating profit, driven by broad-based performance across segments and a significant contribution from large data center projects. Outlook for FY 2026 is for normalized growth, with continued investment in technology, people, and international expansion.
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Double-digit gross profit and operating profit growth exceeded expectations, with broad-based gains across customer segments and technology areas. Upgraded FY25 guidance reflects a strong pipeline, ongoing investment in AI and security, and robust cash generation.
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Financial services face rising IT complexity, regulatory demands, and the need for superior customer experience. Full-stack observability, driven by AI and integrated platforms, enables compliance, security, and operational efficiency, supporting modernization and multi-cloud strategies.
Fiscal Year 2024
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Gross profit grew 11.7% to £417.8m and operating profit rose 9.3% to £154.1m, with broad-based growth across all segments and strong cash generation. FY 2025 guidance targets double-digit gross profit growth and high single-digit operating profit growth, independent of hardware market recovery.