The earnings call presented a mix of positive and negative aspects. While the company faced significant disruptions in Q1 and currency headwinds, it showed resilience with strong order growth in Advanced Technologies, operational improvements, and a robust balance sheet. The outlook for H2 is positive, with expectations for strong revenue growth. However, the challenges in Imaging & Analysis and shipment delays temper the positive sentiment.

Company Guidance

In the call, Oxford Instruments provided detailed guidance for the second half of the fiscal year 2026, highlighting several key metrics and strategic actions. The company anticipates early teen revenue growth in its Advanced Technologies division in H2, driven by a full order book and a sixfold increase in commercial production customer orders. Despite a challenging first quarter, the Imaging & Analysis division is expected to trade in line with H2 of the previous year, with margins improving due to GBP 4 million of cost benefits. The company's cash conversion is projected to return to target levels by year-end, with strong free cash flow anticipated, bolstered by a robust balance sheet featuring GBP 45 million in net cash. Oxford Instruments also announced an extension of its share buyback program to GBP 100 million, reflecting confidence in future cash flows and ongoing strategic progress.

Advanced Technologies Order Growth

Advanced Technologies division experienced 25% order growth, particularly from the compound semiconductor business, with a sixfold increase in orders from commercial production customers.

Strong Balance Sheet and Cash Flow

Net cash position at GBP 45 million, with GBP 57 million proceeds from NanoScience sale pending. Share buyback program extended to GBP 100 million.

Operational Improvements in Imaging & Analysis

Productivity uplift of 60% on cameras work stream in Belfast, with a GBP 4 million reduction in inventory and a 30% reduction in customer repair backlog.

Successful Product Strategy Adjustments

Implementation of 'China for China' project and relocation of assembly for atomic force microscopes to Germany, mitigating tariff impacts.

U.S. Order Growth and Service Revenue

11% order growth and 9% increase in service revenue in the U.S., driven by commercial customer growth in semiconductor markets.

Positive Outlook for H2

Expectations for strong revenue growth in H2 with early teen revenue growth anticipated for Advanced Technologies, supported by a full order book.

Oxford Instruments (OXINF) 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

Daily Earnings Calendar >

OXINF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 16, 2026	2026 (Q4)	0.83 / -	0.88	―	―	―
Nov 11, 2025	2026 (Q2)	0.60 / 0.60	0.61	-2.16% (-0.01)
Jun 13, 2025	2025 (Q4)	0.81 / 0.88	0.754	16.72% (+0.13)
Nov 12, 2024	2025 (Q2)	0.61 / 0.61	0.647	-5.69% (-0.04)
Jun 11, 2024	2024 (Q4)	0.75 / 0.75	0.777	-2.88% (-0.02)
Nov 14, 2023	2024 (Q2)	0.65 / 0.65	0.552	17.14% (+0.09)
Jun 13, 2023	2023 (Q4)	0.78 / 0.78	0.687	13.00% (+0.09)
Nov 08, 2022	2023 (Q2)	0.55 / 0.55	0.535	3.19% (+0.02)
Jun 14, 2022	2022 (Q4)	0.60 / 0.69	0.594	15.71% (+0.09)	―	―
Nov 09, 2021	2022 (Q2)	0.41 / 0.53	0.426	25.62% (+0.11)	―	―

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

OXINF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 11, 2025	$23.98	$23.98	0.00%
Jun 13, 2025	$25.46	$23.84	-6.36%
Nov 12, 2024	$26.20	$26.11	-0.34%
Jun 11, 2024	$31.00	$32.48	+4.77%

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 Oxford Instruments PLC (OXINF) report earnings?

Oxford Instruments PLC (OXINF) is schdueled to report earning on Jun 16, 2026, Before Open (Confirmed).

What is Oxford Instruments PLC (OXINF) earnings time?

Oxford Instruments PLC (OXINF) earnings time is at Jun 16, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OXINF EPS forecast?

OXINF EPS forecast for the fiscal quarter 2026 (Q4) is 0.83.

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