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RELX plc (GB:REL)
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REL
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RELX plc (REL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 23, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
―
Last Year’s EPS
0.64
Same Quarter Last Year
Analyst Consensus
Strong Buy
Based on 9 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call communicated broad, multi-divisional operational momentum with double-digit EPS growth at constant currency, margin expansion, strong cash generation, and targeted AI-enabled product adoption—notably in Legal and Risk. Headwinds include portfolio and print-related reporting impacts, currency effects reducing sterling-reported growth, and investor concerns about competition in AI workflow tools. Overall, the positives (strong growth, margins, cash returns, and product traction) materially outweigh the challenges.
Company Guidance
Management guidance is for another year of "strong" underlying revenue growth with underlying adjusted operating profit growth exceeding revenue growth across the group and in each division (Risk, STM, Legal, Exhibitions) — STM described as "good to strong" and Exhibitions also expecting an improvement in adjusted operating margin versus the prior year — and for continued strong constant‑currency adjusted EPS growth. Capital allocation guidance: organic development remains the priority with CapEx ~5% of revenue, selective M&A only where strategic (10‑year average ~£400m pa; 2025 acquisition spend £270m), dividend policy ~half of adjusted earnings with the FY25 dividend increased 7% to 67.5p, and continued surplus returns via buybacks (£2.25bn announced for 2026, £250m deployed to date, after completion of a £1.5bn buyback in 2025). Context and targets cited include FY25 underlying revenue +7%, underlying adjusted operating profit +9% (group adjusted operating margin up ~90 basis points to 34.8%), adjusted EPS +10% at constant currency (128.5p), cash conversion 99%, EBITDA >£3.8bn, CapEx £525m (~5% of revenue), free cash flow >£2.3bn, year‑end net debt £7.2bn and net debt/EBITDA (incl. pensions, $) 2.0x (bottom of 2–2.5x range); they also expect print‑related profit to continue declining in the high single digits annually and will keep cost growth below revenue growth.
Strong Group Financial Performance
Underlying revenue growth 7%; underlying adjusted operating profit growth 9%; adjusted operating margin improved by ~90 basis points to 34.8%; adjusted EPS up 10% at constant currency (128.5p) and up 7% in sterling.
Robust Cash Generation and Capital Return
Cash conversion 99%; EBITDA > GBP 3.8bn; CapEx GBP 525m (5% of revenue); free cash flow > GBP 2.3bn. Completed GBP 1.5bn buyback in 2025 and announced GBP 2.25bn buyback for 2026 (GBP 250m deployed). Proposed dividend increase 7% to 67.5p.
Healthy Balance Sheet and Leverage
After GBP 270m acquisition spend and the buyback, year-end net debt GBP 7.2bn. Net debt/EBITDA (including pensions, USD basis) 2.0x, at the lower end of the stated 2.0–2.5x range.
Risk Division Outperformance
Risk underlying revenue growth 8% and underlying adjusted operating profit growth 10%. Over 90% of divisional revenue comes from machine-to-machine interactions; Business Services (40%+ of divisional revenue) driven by financial crime, fraud and identity solutions.
Legal Division Momentum
Legal underlying revenue growth 9% and underlying adjusted operating profit growth 12%. Law Firms & Corporate Legal (~70% of divisional revenue) delivering double-digit growth; enterprise Lexis+ AI customers more than doubled and usage accelerating (hundreds of thousands of users).
STM Division Progress and Research Volume Growth
STM underlying revenue growth 5% and adjusted operating profit growth 7%. Primary Research submissions rose >20% in 2025 and articles published grew 10%; Databases & Tools (~40% of divisional revenue) driving growth via higher value-add analytics and new product introductions.
Exhibitions Recovery and Margin Expansion
Exhibitions delivered 8% underlying revenue growth and 9% underlying adjusted operating profit growth. Margins significantly above historical levels with a divisional margin increase of ~250 basis points, aided by prior disposals and favorable cycling.
Strategic AI and Content Advantage
Company strategy emphasizes embedding AI into differentiated, comprehensive content sets and decision tools across divisions. Management highlights multi-model, technology-agnostic approach and ongoing partnerships (e.g., Anthropic, OpenAI) to accelerate product launches and customer value.

RELX plc (GB:REL) 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
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GB:REL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 23, 2026
2026 (Q2)
- / -
0.635―――
Feb 12, 2026
2025 (Q4)
0.64 / 0.60
0.606-1.49% (>-0.01)
Jul 24, 2025
2025 (Q2)
0.42 / 0.64
0.5956.72% (+0.04)
Feb 13, 2025
2024 (Q4)
0.61 / 0.61
0.5784.84% (+0.03)
Jul 25, 2024
2024 (Q2)
0.59 / 0.59
0.5625.87% (+0.03)
Feb 15, 2024
2023 (Q4)
0.57 / 0.58
0.555.09% (+0.03)
Jul 27, 2023
2023 (Q2)
0.53 / 0.56
0.47219.07% (+0.09)
Feb 16, 2023
2022 (Q4)
0.54 / 0.55
0.47615.55% (+0.07)
Jul 28, 2022
2022 (Q2)
0.47 / 0.47
0.418.00% (+0.07)――
Feb 10, 2022
2021 (Q4)
- / 0.48
0.35135.61% (+0.13)――
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:REL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2026
2013.00 p2052.00 p+1.94%
Jul 24, 2025
3874.17 p3950.76 p+1.98%
Feb 13, 2025
4057.91 p4067.74 p+0.24%
Jul 25, 2024
3408.39 p3507.26 p+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 RELX plc (GB:REL) report earnings?
RELX plc (GB:REL) is schdueled to report earning on Jul 23, 2026, TBA (Confirmed).
    What is RELX plc (GB:REL) earnings time?
    RELX plc (GB:REL) earnings time is at Jul 23, 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?
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          What is the P/E ratio of RELX plc stock?
          The P/E ratio of RELX plc is N/A.
            What is GB:REL EPS forecast?
            Currently, no data Available