United Kingdom · Delayed Price · Currency is GBP · Price in GBX Softcat Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 growth exceeded expectations, with gross profit up 24.7% and underlying operating profit up 19.4%. FY 2027 guidance anticipates high-single-digit underlying profit growth excluding GDT, while AI infrastructure demand and GDT expand longer-term opportunities.
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The acquisition accelerates global expansion, especially in the U.S., by combining complementary capabilities, strong cultural alignment, and a scalable talent base. Funded through a mix of cash, debt, and equity, the deal is expected to drive sustainable growth, customer and vendor synergies, and enhanced global service delivery.
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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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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.