The earnings call highlighted Bunzl's strategic growth through acquisitions and strong cash conversion but faced challenges in operating margins and profit declines, particularly in North America and Continental Europe.

Company Guidance

In the Bunzl 2025 Half Year Results Presentation, the company reported a revenue growth of 4.2% at constant exchange rates, primarily driven by acquisitions, while underlying revenue remained broadly stable. However, the group adjusted operating profit declined by 7.6%, with the operating margin decreasing by approximately 100 basis points to 7%. Cash conversion exceeded expectations at 97%, although free cash flow fell by 22% due to the decline in operating profit. The adjusted net debt-to-EBITDA ratio was 1.9x, slightly better than anticipated. Bunzl announced a 0.5% increase in the interim dividend and completed five acquisitions with a committed spend of around GBP 120 million. The company resumed its GBP 200 million share buyback, with GBP 86 million remaining to be completed by year-end. Despite challenges, Bunzl has delivered a 6% compound annual profit growth since 2019 and remains committed to sustainable annual dividend growth and a robust acquisition strategy.

Revenue Growth Driven by Acquisitions

Bunzl delivered revenue growth of 4.2% at constant exchange rates, primarily driven by acquisitions.

Cash Conversion Exceeded Expectations

Cash conversion was better than expected at 97%.

Continued Commitment to Dividend Growth

Announced a 0.5% increase in the interim dividend, maintaining the commitment to sustainable annual dividend growth.

Successful Acquisition Strategy

Five acquisitions announced with a committed spend of approximately GBP 120 million, including expansion into the Chilean healthcare market and a first acquisition in Mexico since 2013.

Strong Performance in the Rest of the World

Underlying revenue growth driven by strong inflation in Latin America and moderate volume growth in Asia Pacific, with strong operating margins overall.

Bunzl (BZLFY) 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

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BZLFY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 02, 2026	2025 (Q4)	1.28 / -	1.334	―	―	―
Aug 26, 2025	2025 (Q2)	1.05 / 1.05	1.115	-5.74% (-0.06)
Mar 03, 2025	2024 (Q4)	1.31 / 1.33	1.127	18.37% (+0.21)
Aug 27, 2024	2024 (Q2)	1.10 / 1.11	1.102	1.18% (+0.01)
Feb 26, 2024	2023 (Q4)	1.20 / 1.13	1.182	-4.65% (-0.05)
Aug 29, 2023	2023 (Q2)	1.08 / 1.10	0.988	11.54% (+0.11)
Feb 27, 2023	2022 (Q4)	1.17 / 1.18	1.247	-5.21% (-0.07)
Aug 30, 2022	2022 (Q2)	0.98 / 0.99	1.065	-7.23% (-0.08)	―	―
Feb 28, 2022	2021 (Q4)	1.10 / 1.25	1.302	-4.22% (-0.05)	―	―
Aug 31, 2021	2021 (Q2)	1.03 / 1.06	0.92	15.76% (+0.14)	―	―

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

BZLFY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$16.10	$16.89	+4.91%
Mar 03, 2025	$20.77	$19.11	-7.99%
Aug 27, 2024	$20.68	$22.38	+8.22%
Feb 26, 2024	$20.11	$19.54	-2.83%

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 Bunzl (BZLFY) report earnings?

Bunzl (BZLFY) is schdueled to report earning on Mar 02, 2026, Before Open (Confirmed).

What is Bunzl (BZLFY) earnings time?

Bunzl (BZLFY) earnings time is at Mar 02, 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 BZLFY EPS forecast?

BZLFY EPS forecast for the fiscal quarter 2025 (Q4) is 1.28.

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