The call presents a fundamentally positive operational and financial story: broad-based revenue growth (9%), strong engagement metrics, accelerating product and AI delivery, significant shareholder returns, and robust proprietary data assets. There are near-term headwinds and timing effects—notably a softer H2, New Homes supply constraints, and planned investment-driven cost increases that moderate profit growth guidance for 2026. Management frames these investments as deliberate, with a roadmap to align profit growth with revenue in later years. Overall, strengths and growth momentum outweigh the challenges, which are primarily timing and investment related.

Company Guidance

Rightmove reiterated its November guidance for 2026: group revenue growth of 8–10% (H1 expected weaker than H2), core membership growth of around 1% and ARPA growth of £110–£120 (after ARPA rose £97 to £1,621 in 2025), strategic growth areas (SGAs) expansion of ~20–30%, and underlying operating profit growth of 3–5% with an underlying operating margin no lower than 67% (2025 margin ~70%). Management expects total CapEx ≈£16m (<4% of revenue) with increased labour capitalisation and roughly £12m of incremental post‑capitalisation investment in 2026, plans to hire over 100 people, and retains strong cash generation (cash conversion 107% of operating profit); it returned £220m to shareholders in 2025 (£141m buybacks, £79m dividends), has announced a £90m buyback through 31 July and a final dividend of 6.59p (total 10.64p), and plans to reduce cash from ~£43m to ~£20m by the half year.

Group Revenue and Profit Growth

Total revenue grew 9% year-on-year in 2025; underlying operating profit also grew 9% and underlying EPS increased 11%.

Strong Agency and New Homes Performance

Agency revenue rose 9% to £305m; New Homes revenue rose 9% to £75m, with ARPA contributing materially to growth in both segments.

Strategic Growth Areas Outperformance

Strategic growth areas delivered revenue up 25% to £29.1m; Commercial up 13% to £15.3m; Mortgages up ~50% to £6.8m; Rental Services up 35%.

ARPA and Membership Momentum

Group ARPA increased by £97 to £1,621; 60% of ARPA growth was product-led and 40% from renewals. Total memberships rose ~1% to 19,272 with Agency membership up 2% and Agency retention at 90% (second highest in >10 years).

Record Engagement and Platform Usage

Time on site reached 16.8 billion minutes (second-highest on record); app users grew 11%; ~85% of audience via direct/organic channels; social engagement doubled.

Product and AI Delivery

Delivered 6,000+ tech releases in 2025; 31 live strategic AI projects at year-end (up 4 since November); tripled number of data models used in the platform; early conversational search users ~3x more likely to send a lead.

Notable New Product Adoption

Online Agent Valuation launched (average price £170) and early data shows AI-assisted responses are 16% faster and cohorts book 20% more visits; New Homes Ascend launched with 818 developments (28% live).

Financial Strength and Capital Returns

Cash conversion ratio 107% of operating profit; returned £220m to shareholders in 2025 (£141m buybacks, £79m dividends), up 21% year-on-year; announced further £90m buyback through 31 July; final dividend 6.59p (total 10.64p).

Disciplined investment and guidance

Guidance for 2026: revenue growth 8–10%; ARPA uplift guidance £110–£120; membership growth ~1%; SGAs growth expected 20–30%; underlying operating profit growth 3–5% with margin no lower than 67%.

Proprietary Data and Scale

Over 90% of data estimated proprietary: ~28m unique properties on optimized UPRN, ~69bn first-party signals and 57,000 defined geographic agent patches powering differentiated product outcomes.

Rightmove (DE:3JDA) 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 >

DE:3JDA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2026	2026 (Q2)	- / -	0.168	―	―	―
Feb 27, 2026	2025 (Q4)	0.17 / 0.16	0.146	9.38% (+0.01)	―	―
Jul 25, 2025	2025 (Q2)	0.17 / 0.17	0.146	14.84% (+0.02)	―	―
Feb 28, 2025	2024 (Q4)	- / 0.15	0.145	0.79% (<+0.01)	―	―
Jul 26, 2024	2024 (Q2)	0.30 / 0.15	0.143	2.40% (<+0.01)	―	―
Mar 01, 2024	2023 (Q4)	0.14 / 0.14	0.136	6.72% (<+0.01)	―	―
Jul 28, 2023	2023 (Q2)	0.14 / 0.14	0.135	5.93% (<+0.01)	―	―
Mar 03, 2023	2022 (Q4)	0.13 / 0.14	0.065	108.77% (+0.07)	―	―
Jul 29, 2022	2022 (Q2)	0.08 / 0.13	0.123	9.26% (+0.01)	―	―
Feb 25, 2022	2021 (Q4)	0.05 / 0.07	0.079	-17.39% (-0.01)	―	―

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

DE:3JDA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 27, 2026	€4.66	€4.66	0.00%
Jul 25, 2025	€8.90	€9.00	+1.11%
Feb 28, 2025	€7.54	€7.50	-0.65%
Jul 26, 2024	€6.47	€6.57	+1.53%

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 Rightmove (DE:3JDA) report earnings?

Rightmove (DE:3JDA) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).

What is Rightmove (DE:3JDA) earnings time?

Rightmove (DE:3JDA) earnings time is at Jul 24, 2026, Before Open (Confirmed).

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What is DE:3JDA EPS forecast?

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