The earnings call presented a generally positive outlook with highlights including a return to profit growth, strong capital returns, and robust performances in Ireland and Spain. However, challenges in Finland and continued weakness in the UK market, particularly in RMI demand, were noted as lowlights.
Company Guidance
In the recent call, Grafton Group provided detailed guidance on its financial performance, highlighting a return to profit growth for the first time in several years. The company reported a 10% increase in adjusted operating profit and a 6.5% rise in adjusted earnings per share. Strong free cash conversion bolstered the group's balance sheet, which showed net cash of GBP 246 million at the end of June. The company returned GBP 81 million to shareholders through dividends and share buybacks, and announced a new GBP 25 million buyback program. Revenue increased by 10.1% to GBP 1.25 billion, with a 60 basis point improvement in gross margin, maintaining a first-half margin of 7.3%. The effective tax rate was 19.5%, and adjusted return on capital employed stood at 10.9%. The call emphasized continued growth in Ireland and Spain, with a cautious outlook for the U.K. and Finland due to challenging market conditions.
Return to Profit Growth
Adjusted operating profit increased by almost 10%, and adjusted earnings per share rose by 6.5%.
Strong Capital Returns
GBP 81 million returned to shareholders through dividends and share buybacks. A new buyback program for GBP 25 million announced.
Revenue Growth
Revenue of GBP 1.25 billion was 10.1% higher than the same period last year, with a 60 basis point improvement in gross margin.
Strong Performance in Ireland and Spain
Irish distribution business delivered a 7.3% increase in adjusted operating profit, and Spain's Salvador Escoda showed a 6.9% increase in like-for-like revenue.
Grafton (GB:GFTU) 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
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:GFTU Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Sep 04, 2025
862.20p
865.00p
+0.32%
Mar 06, 2025
798.29p
837.22p
+4.88%
Aug 29, 2024
1009.99p
1017.68p
+0.76%
Mar 07, 2024
902.92p
906.85p
+0.44%
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 Grafton (GB:GFTU) report earnings?
Grafton (GB:GFTU) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).
What is Grafton (GB:GFTU) earnings time?
Grafton (GB:GFTU) earnings time is at Feb 26, 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.