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Johnson Matthey (GB:JMAT)
LSE:JMAT
Earnings Data
Report Date
Nov 26, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.87Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 22, 2025
|% Change Since: 24.10%
|Next Earnings Date:Nov 26, 2025
Earnings Call Sentiment|Positive
The earnings call presented a picture of significant strategic achievements, particularly the sale of Catalyst Technologies and improvements in the Clean Air segment, alongside challenges in hydrogen and heavy-duty diesel markets. The outlook was optimistic with strong shareholder return commitments.Company Guidance
In the recent call, Johnson Matthey reported significant improvements in their operations, as highlighted by CEO Liam Condon and CFO Richard Pike. Among the key metrics, the company discussed the sale of Catalyst Technologies to Honeywell for £1.8 billion, which is about 80% of Johnson Matthey's market cap for less than 20% of its business. This sale is expected to generate net proceeds of £1.6 billion, of which £1.4 billion will be returned to shareholders, equating to about £8 per share based on a previous share price of £14. The company also detailed a strategic focus on core competencies in Platinum Group Metals (PGM) and Clean Air, with Clean Air margins expected to increase from 11.8% to between 16% and 18% by 2027-2028, alongside projected sales exceeding £2 billion. For PGMS, the introduction of a new refinery is anticipated, with sales expected to reach £450 million and margins around 30% by 2027-2028. Furthermore, Johnson Matthey aims to generate sustainable free cash flow of at least £250 million annually, with a commitment to return £200 million to shareholders each year starting from 2026-2027. The company also highlighted a successful reduction in working capital and an expected decrease in capital expenditures following the completion of the new PGM refinery, which will enhance cash flow and shareholder returns moving forward.Sale of Catalyst Technologies
Johnson Matthey announced the sale of Catalyst Technologies to Honeywell for £1.8 billion. The sale will return £1.4 billion to shareholders and is expected to close in the first half of 2026, pending regulatory approval.
Clean Air Margin Improvement
Clean Air operating margins improved from 8.7% in 2022 to 11.8% in the current year, with expectations to reach mid-teens and eventually 16-18% by 2027-2028.
New PGM Refinery Commissioning
A new world-class PGM refinery is set to start commissioning by the end of 2025, which will enhance cash generation and improve efficiency.
Strong Shareholder Returns
Commitment to return £200 million in cash returns annually from 2026-2027 onwards, with a focus on dividends and share buybacks.
GB:JMAT 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:JMAT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 22, 2025 | 1344.87p | 1757.33p | +30.67% |
Nov 27, 2024 | 1422.93p | 1256.14p | -11.72% |
May 23, 2024 | 1666.99p | 1647.62p | -1.16% |
Nov 22, 2023 | 1327.52p | 1394.40p | +5.04% |
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 Johnson Matthey (GB:JMAT) report earnings?
Johnson Matthey (GB:JMAT) is schdueled to report earning on Nov 26, 2025, TBA Not Confirmed.
What is Johnson Matthey (GB:JMAT) earnings time?
Johnson Matthey (GB:JMAT) earnings time is at Nov 26, 2025, TBA Not 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 Johnson Matthey stock?
The P/E ratio of Johnson Matthey is N/A.
What is GB:JMAT EPS forecast?
Currently, no data Available