The earnings call presented a mixed outlook for Bunzl. While there were positive aspects such as revenue growth driven by acquisitions, effective cash conversion, and progress in acquisitions, significant challenges were highlighted including a decline in operating profit, issues in the North America Distribution business, and margin declines in Continental Europe. The company's commitment to long-term growth and strategic initiatives provides some optimism, but immediate challenges in key business areas temper the overall sentiment.

Company Guidance

In the 2025 Half Year Results Presentation, Bunzl reported a 4.2% revenue growth at constant exchange rates, driven largely by acquisitions, while underlying revenue remained stable. Adjusted operating profit declined by 7.6%, with the operating margin reducing by 100 basis points to 7%. Cash conversion exceeded expectations at 97%, but free cash flow fell by 22%. The adjusted net debt-to-EBITDA ratio stood at 1.9x, slightly better than guidance. An interim dividend increase of 0.5% was announced. Bunzl completed five acquisitions with a committed spend of approximately GBP 120 million, alongside a resumed GBP 200 million share buyback program, with GBP 86 million to be completed by year-end. The company aims for moderate revenue growth in 2025, with group operating margin expected to be moderately below 8%.

Revenue Growth

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

Cash Conversion

Cash conversion was better than expected at 97%, despite a decline in free cash flow.

Share Buyback and Dividend

Resuming a GBP 200 million share buyback with GBP 86 million remaining, and announcing a 0.5% increase in the interim dividend.

Acquisition Success

Completed 5 acquisitions with a committed spend of approximately GBP 120 million, including expansion into the Chilean health care market.

Long-Term Growth Strategy

Bunzl remains committed to its long-term compounding growth strategy, with a focus on both organic growth and value-accretive acquisitions.

Bunzl plc (GB:BNZL) 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 >

GB:BNZL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 02, 2026	2025 (Q4)	0.95 / -	1.041	―	―	―
Aug 26, 2025	2025 (Q2)	0.78 / 0.78	0.843	-7.47% (-0.06)	―	―
Mar 03, 2025	2024 (Q4)	1.04 / 1.04	0.891	16.84% (+0.15)	―	―
Aug 27, 2024	2024 (Q2)	0.87 / 0.84	0.876	-3.77% (-0.03)	―	―
Feb 26, 2024	2023 (Q4)	0.94 / 0.89	0.983	-9.36% (-0.09)	―	―
Aug 29, 2023	2023 (Q2)	0.85 / 0.88	0.849	3.18% (+0.03)	―	―
Feb 27, 2023	2022 (Q4)	0.95 / 0.98	0.929	5.81% (+0.05)	―	―
Aug 30, 2022	2022 (Q2)	0.81 / 0.85	0.774	9.69% (+0.07)	―	―
Feb 28, 2022	2021 (Q4)	0.81 / 0.93	0.949	-2.11% (-0.02)	―	―
Aug 31, 2021	2021 (Q2)	0.55 / 0.77	0.701	10.41% (+0.07)	―	―

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:BNZL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	2384.00p	2506.00p	+5.12%
Mar 03, 2025	3293.80p	3004.32p	-8.79%
Aug 27, 2024	3124.91p	3373.82p	+7.97%
Feb 26, 2024	3162.58p	3070.74p	-2.90%

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 PLC (GB:BNZL) report earnings?

Bunzl PLC (GB:BNZL) is schdueled to report earning on Mar 02, 2026, Before Open (Confirmed).

What is Bunzl PLC (GB:BNZL) earnings time?

Bunzl PLC (GB:BNZL) 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 the P/E ratio of Bunzl PLC stock?

The P/E ratio of Bunzl plc is N/A.

What is GB:BNZL EPS forecast?

GB:BNZL EPS forecast for the fiscal quarter 2025 (Q4) is 0.95.

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