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Johnson Matthey PLC (JMPLY)
OTHER OTC:JMPLY
US Market

Johnson Matthey (JMPLY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 26, 2025
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
2.2
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:May 22, 2025|
% Change Since: 5.31%|
Earnings Call Sentiment|Neutral
The earnings call reflected a positive outlook with significant highlights such as the profitable sale of Catalyst Technologies, improved Clean Air margins, and strong shareholder returns. However, these were offset by challenges in the hydrogen business and the Clean Air sales decline, resulting in a balanced overall sentiment.
Company Guidance -
Q2 2026
During the call, Johnson Matthey provided extensive guidance on the company's strategic direction following the sale of Catalyst Technologies to Honeywell for £1.8 billion. This transaction is expected to close in the first half of 2026, subject to regulatory approval. The company plans to return £1.4 billion from the net sale proceeds to shareholders, translating to £8 per share based on a recent share price of £14. Post-transaction, Johnson Matthey will focus on its core businesses: Clean Air and Platinum Group Metal Services (PGMS). Clean Air is forecasted to generate over £2 billion in sales by 2027-2028 with margins between 16% and 18%, while PGMS aims for £450 million in sales with a 30% margin. The company's new world-class refinery is on track to enhance cash flow, with sustainable free cash flow anticipated to reach at least £250 million by 2027-2028. From 2026-2027 onwards, Johnson Matthey commits to returning £200 million annually to shareholders. The company’s strategy emphasizes operational efficiencies, cost reductions, and leveraging existing capabilities to drive profitability and cash generation.
Sale of Catalyst Technologies
Johnson Matthey announced the sale of Catalyst Technologies to Honeywell for £1.8 billion. The deal values Catalyst Technologies at 15x EBITDA, a significant increase compared to three years ago when the valuation was much lower.
Improved Clean Air Margins
Clean Air's operating margin improved from 8.7% in 2022 to 11.8% and is expected to reach 16% to 18% by 2027-2028 due to strategic improvements and operational efficiencies.
Strong Cash Flow and Shareholder Returns
Johnson Matthey generated strong free cash flow of £572 million, with plans to return £1.4 billion to shareholders from the Catalyst Technologies sale. Additionally, the company commits to delivering £200 million in cash returns annually from 2026-2027 onwards.
World-Class Refinery Nearing Completion
The new PGM refinery is on track to begin commissioning at the end of 2025, promising increased efficiency and a step change in cash generation.

Johnson Matthey (JMPLY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

JMPLY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 26, 2025
2026 (Q2)
- / -
2.203
May 22, 2025
2025 (Q4)
2.29 / 2.47
2.08718.45% (+0.38)
Nov 27, 2024
2025 (Q2)
- / 2.20
0.862155.57% (+1.34)
May 23, 2024
2024 (Q4)
2.39 / 2.09
2.225-6.20% (-0.14)
Nov 22, 2023
2024 (Q2)
1.94 / 0.86
1.972-56.29% (-1.11)
May 25, 2023
2023 (Q4)
2.37 / 2.23
2.465-9.74% (-0.24)
Nov 23, 2022
2023 (Q2)
1.93 / 1.97
3.061-35.58% (-1.09)
May 26, 2022
2022 (Q4)
2.31 / 2.46
3.8-35.13% (-1.33)
Nov 24, 2021
2022 (Q2)
2.82 / 3.06
1.261142.74% (+1.80)
May 27, 2021
2021 (Q4)
- / 3.80
2.61245.48% (+1.19)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

JMPLY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 22, 2025
$38.38$47.24+23.08%
Nov 27, 2024
$35.98$31.99-11.09%
May 23, 2024
$43.12$42.12-2.32%
Nov 22, 2023
$33.98$35.70+5.06%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Johnson Matthey PLC (JMPLY) report earnings?
Johnson Matthey PLC (JMPLY) is schdueled to report earning on Nov 26, 2025, TBA (Confirmed).
    What is Johnson Matthey PLC (JMPLY) earnings time?
    Johnson Matthey PLC (JMPLY) earnings time is at Nov 26, 2025, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
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