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Pearson PLC (GB:PSON)
LSE:PSON
Earnings Data
Report Date
Aug 03, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.24Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive picture: Pearson reported steady revenue and profit growth, margin expansion, strong free cash generation, active capital returns, significant enterprise partnership wins and tangible AI-driven efficiency gains. Key challenges highlighted include a one-off GBP 87m Higher Education platform impairment, a near-term A&Q contract headwind (New Jersey) and competitive pressures in Higher Education. Management provided clear 2026 guidance (mid-single-digit sales growth; adjusted operating profit GBP 640–685m; free cash conversion 90–100%) and emphasized continued investment in AI, enterprise skilling and early careers, suggesting confidence in medium-term progression despite short-term phasing and one-off costs.Company Guidance
Revenue and Profit Growth
Group underlying sales grew 4% in FY2025 and adjusted operating profit increased 6% to GBP 614m, demonstrating continued top-line and profit progression.
Margin Expansion and EPS Progress
Adjusted operating margin expanded from 16.9% to 17.2% (up ~30 basis points) and adjusted EPS increased 4% to 64.5p (EPS up 9% at constant FX).
Strong Cash Generation and Capital Returns
Free cash flow increased 8% with cash conversion of 125% including state aid recovery (98% excluding state aid); net debt GBP 1.1bn with leverage 1.3x; dividend increased 5% and a further GBP 350m share buyback commenced.
Virtual Learning Outperformance
Virtual Learning delivered robust growth (sales up 18% in H2) with fall enrollments up 13% and margins improving to 16%, driven by enrollment platform enhancements, marketing and career academies.
Enterprise Partnerships and Backlog
Signed nine major enterprise partnerships in 2025 (blue-chip tech and services companies), creating hundreds of millions of dollars of incremental revenue commitments through 2030 and a growing revenue backlog across AMQ, ELL and ELS.
Assessment & Qualifications Strength
Assessment & Qualifications delivered 4% growth overall with margins maintained at c.23%; renewals rate strong at 96% and average annual new contract value metric at GBP 33m.
AI Adoption and Operational Efficiency
Company embedded AI across products and operations: content editing time reduced >=40%, translation costs down ~33%, content alignment costs down ~25%, AI customer agents handled >130,000 interactions and reduced contact volumes by ~40% where deployed; c.200bps margin gained from cost savings in 2025.
Strategic Investments and M&A
Continued tech/product investment (approx. GBP 1bn product & technology cash spend) and inorganic expansion with acquisition of eDynamic Learning (USD 225m) to bolster early careers/Career and Technical Education offerings.
GB:PSON 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:PSON Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | 960.40p | 959.80p | -0.06% |
Aug 01, 2025 | 1064.65p | 1129.17p | +6.06% |
Feb 28, 2025 | 1308.39p | 1333.87p | +1.95% |
Jul 29, 2024 | 1022.37p | 1016.53p | -0.57% |
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 Pearson PLC (GB:PSON) report earnings?
Pearson PLC (GB:PSON) is schdueled to report earning on Aug 03, 2026, TBA (Confirmed).
What is Pearson PLC (GB:PSON) earnings time?
Pearson PLC (GB:PSON) earnings time is at Aug 03, 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 Pearson PLC stock?
The P/E ratio of Pearson is N/A.
What is GB:PSON EPS forecast?
GB:PSON EPS forecast for the fiscal quarter 2026 (Q2) is 0.25.