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Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.15Same Quarter Last Year
Moderate Sell
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a fundamentally positive operational and financial story: broad-based revenue growth (9%), strong engagement metrics, accelerating product and AI delivery, significant shareholder returns, and robust proprietary data assets. There are near-term headwinds and timing effects—notably a softer H2, New Homes supply constraints, and planned investment-driven cost increases that moderate profit growth guidance for 2026. Management frames these investments as deliberate, with a roadmap to align profit growth with revenue in later years. Overall, strengths and growth momentum outweigh the challenges, which are primarily timing and investment related.Company Guidance
Group Revenue and Profit Growth
Total revenue grew 9% year-on-year in 2025; underlying operating profit also grew 9% and underlying EPS increased 11%.
Strong Agency and New Homes Performance
Agency revenue rose 9% to £305m; New Homes revenue rose 9% to £75m, with ARPA contributing materially to growth in both segments.
Strategic Growth Areas Outperformance
Strategic growth areas delivered revenue up 25% to £29.1m; Commercial up 13% to £15.3m; Mortgages up ~50% to £6.8m; Rental Services up 35%.
ARPA and Membership Momentum
Group ARPA increased by £97 to £1,621; 60% of ARPA growth was product-led and 40% from renewals. Total memberships rose ~1% to 19,272 with Agency membership up 2% and Agency retention at 90% (second highest in >10 years).
Record Engagement and Platform Usage
Time on site reached 16.8 billion minutes (second-highest on record); app users grew 11%; ~85% of audience via direct/organic channels; social engagement doubled.
Product and AI Delivery
Delivered 6,000+ tech releases in 2025; 31 live strategic AI projects at year-end (up 4 since November); tripled number of data models used in the platform; early conversational search users ~3x more likely to send a lead.
Notable New Product Adoption
Online Agent Valuation launched (average price £170) and early data shows AI-assisted responses are 16% faster and cohorts book 20% more visits; New Homes Ascend launched with 818 developments (28% live).
Financial Strength and Capital Returns
Cash conversion ratio 107% of operating profit; returned £220m to shareholders in 2025 (£141m buybacks, £79m dividends), up 21% year-on-year; announced further £90m buyback through 31 July; final dividend 6.59p (total 10.64p).
Disciplined investment and guidance
Guidance for 2026: revenue growth 8–10%; ARPA uplift guidance £110–£120; membership growth ~1%; SGAs growth expected 20–30%; underlying operating profit growth 3–5% with margin no lower than 67%.
Proprietary Data and Scale
Over 90% of data estimated proprietary: ~28m unique properties on optimized UPRN, ~69bn first-party signals and 57,000 defined geographic agent patches powering differentiated product outcomes.
GB:RMV 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:RMV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | 422.56 p | 440.88 p | +4.34% |
Jul 25, 2025 | 778.98 p | 764.67 p | -1.84% |
Feb 28, 2025 | 625.05 p | 652.07 p | +4.32% |
Jul 26, 2024 | 548.94 p | 541.21 p | -1.41% |
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 Rightmove (GB:RMV) report earnings?
Rightmove (GB:RMV) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is Rightmove (GB:RMV) earnings time?
Rightmove (GB:RMV) earnings time is at Jul 24, 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 Rightmove stock?
The P/E ratio of Rightmove is N/A.
What is GB:RMV EPS forecast?
GB:RMV EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.