Braemar Shipping Services PLC (GB:BMS)
LSE:BMS
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Earnings Data
Report Date
Nov 11, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mixed but constructive picture: near-term financials showed a decline in revenue (‑4%), operating profit (‑21%) and EPS (‑23%) driven largely by weaker chartering and tanker rates in the first half. However, strategic and operational progress is material — strong growth in the risk advisory business (+29% YoY), improved revenue per head (~+50% vs FY21), increased forward orderbook (USD 78m at end-April), return to net cash post-year-end, successful hiring (16 senior brokers) and geographic expansion. Management emphasized diversification, disciplined capital allocation (unchanged dividend), cost control and confidence in hitting medium-term revenue targets (GBP 200m by FY30). Given the significant strategic momentum, balance sheet improvement and operational wins that offset the short-term profit pressures, the overall tone is cautiously positive.Company Guidance
Revenue (FY26) and Multi-Year Growth
FY26 revenue of GBP 135.6m (4% lower than prior year) but materially higher than FY21 (from GBP 83.7m to GBP 135.6m since 2021), demonstrating multi-year expansion and business transformation.
Strong Growth in Risk Advisory / Securities
Risk advisory (securities) revenue increased 29% year-over-year to GBP 28.8m; the securities business has grown from ~4% of group revenues in earlier years to ~21% of the group, and management cites a ~785% rise in the security business since 2017.
Improved Revenue per Employee
Revenue per head increased from GBP 233k (FY21) to GBP 350k (FY26), an improvement of ~50%, indicating higher productivity and desk performance.
Forward Order Book Strength
Forward order book moved from USD 43.4m historically to USD 72.5m at year-end and has since increased to just under USD 78m at end-April (~67% growth vs earlier reference point; ~7.6% growth since year-end).
Return to Net Cash and Strong Operating Cash Flow
Operating cash flow of GBP 12.1m for the year; net debt at year-end GBP 2.9m and the group returned to a net cash position shortly after year-end in March, improving balance sheet flexibility.
Controlled Costs and Investment Discipline
Operating expenses decreased 2% (staff costs down GBP 2.7m largely from lower bonuses), while targeted investments continued (GBP 0.5m in key hires), demonstrating cost control alongside strategic hiring.
Active Hiring and Geographic Expansion
Hired 16 senior brokers vs target of 10 (60% above target); increased global offices from 14 to 19 (+35.7%); opened first office in Africa (Cape Town) and received approval to open DIFC office in Dubai, expanding geographic reach.
Capital Allocation Maintained
Final dividend recommended at GBP 0.045 (full-year GBP 0.07 per share) unchanged versus prior year; completed GBP 2.0m share buyback and invested GBP 4.1m in employee share ownership plan, reflecting shareholder-focused capital allocation.
GB:BMS 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:BMS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | 235.00 p | 242.00 p | +2.98% |
Nov 05, 2025 | 235.40 p | 227.49 p | -3.36% |
May 29, 2025 | 249.69 p | 230.11 p | -7.84% |
Nov 06, 2024 | 254.74 p | 269.16 p | +5.66% |
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 Braemar Shipping Services PLC (GB:BMS) report earnings?
Braemar Shipping Services PLC (GB:BMS) is schdueled to report earning on Nov 11, 2026, TBA (Confirmed).
What is Braemar Shipping Services PLC (GB:BMS) earnings time?
Braemar Shipping Services PLC (GB:BMS) earnings time is at Nov 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Braemar Shipping Services PLC stock?
The P/E ratio of Braemar Shipping Services is N/A.
What is GB:BMS EPS forecast?
Currently, no data Available