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Earnings Data
Report Date
Nov 19, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.28Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive picture: strong organic growth, margin improvement, robust cash generation and shareholder returns, and clear strategic opportunities (nuclear, AUKUS, exports). The main negative element is the Type 31 program cost reestimate (GBP 140m charge) and some sector-specific headwinds (Land revenue decline, infrastructure revenue phasing, and a lost Swedish export opportunity). Management has absorbed the Type 31 charge within guidance and reconfirmed medium-term targets, and balance-sheet strength and cash metrics mitigate near-term risks.Company Guidance
Strong Organic Revenue Growth
Organic revenue growth of 8% year-on-year (8% after Type 31 reversal, 10% before), outperforming mid-single-digit target and driven by Nuclear, Marine and Aviation.
Profitability and Margin Improvement
Operating profit up 19% to GBP 433 million; operating profit margin improved 70 basis points to 8.2% and Nuclear margin reached 9.5%.
Earnings and Cash Generation
Earnings per share up 20%; free cash flow of GBP 262 million, supported by 84% operating cash conversion and substantially reduced pension deficit payments.
Capital Return to Shareholders
Completed GBP 200 million buyback after year-end and announced a further GBP 200 million buyback for FY2027; dividend increased by 15%.
Sector Outperformance: Aviation and Cavendish Nuclear
Aviation revenues grew 34% driven by mobilization in France (Mentor 2), UK scope growth and Canadian BC HEMS; Cavendish (civil nuclear) grew 18% and submarine support grew 26%.
Balance Sheet and Guidance Reaffirmation
Investment grade balance sheet (BBB+); medium-term guidance reaffirmed: mid-single-digit organic revenue growth, 9%+ margins, and 80%+ operating cash conversion; Type 31 charge absorbed within guidance.
Strategic Opportunities and Partnerships
Significant contract and program opportunities highlighted: GBP 4 billion Indonesian framework; HII collaboration/AUKUS joint ventures and Virginia-class submarine build potential at Rosyth; owner's engineer role for SMRs (Rolls-Royce SMR).
Operational Execution Progress on Major Programs
Type 31 program continuing to progress operationally: Ship 1 outfitting; Ship 2 floated off; Ship 3 keel laid and block assembly underway; Ship 4 commenced—program delivering required capability despite cost reestimate.
GB:BAB Earnings History
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
GB:BAB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 22, 2026 | 1046.00 p | 984.40 p | -5.89% |
Nov 21, 2025 | 1127.50 p | 1147.46 p | +1.77% |
Jun 25, 2025 | 1025.98 p | 1136.23 p | +10.75% |
Nov 13, 2024 | 493.92 p | 508.56 p | +2.96% |
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 Babcock International (GB:BAB) report earnings?
Babcock International (GB:BAB) is schdueled to report earning on Nov 19, 2026, TBA (Confirmed).
What is Babcock International (GB:BAB) earnings time?
Babcock International (GB:BAB) earnings time is at Nov 19, 2026, TBA (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 the P/E ratio of Babcock International stock?
The P/E ratio of Babcock International is N/A.
What is GB:BAB EPS forecast?
Currently, no data Available