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Sage Group plc (GB:SGE)
LSE:SGE
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SGE
Sage Group plc
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Sage Group plc (SGE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 19, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
0.27
Last Year’s EPS
0.23
Same Quarter Last Year
Analyst Consensus
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:May 21, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial performance: double-digit revenue and ARR growth, margin expansion, robust cash generation, meaningful AI adoption at scale, and an upgraded FY26 revenue outlook (above 9%). Key challenges are manageable: higher finance costs and leverage at the top of target range, uneven regional growth (Central Europe lagging), modest near-term direct AI monetization, heavy go-to-market spend, and tougher H2 comparators. On balance the positives — particularly recurring revenue strength, margin improvement, cash generation and tangible AI traction — materially outweigh the negatives.
Company Guidance
Guidance for FY‑26 is that Sage now expects organic revenue growth to be above 9% and operating margins to continue trending upwards; management framed that outlook as supported by a strong H1 showing—total revenue +11%, ARR up ~£275m to ~£2.7bn (+11%), renewal‑rate by value 102% (pricing contribution ~5.5%), new customer acquisition £200m (from £190m), Sage Business Cloud +15% (cloud‑native +25%), 97% recurring revenue and 84% subscription penetration—with margin and cash strength shown by operating margin 23.9% (+80bps), operating profit £326m (+15%), EPS +16% to 23.7p, interim dividend +8% to 8.05p, cash from operations £378m, cash conversion 116%, free cash flow £241m, available liquidity £1.1bn and leverage around 2x (target range 1–2x); management also noted product‑level momentum (e.g., U.S. Intacct ARR >20%, international ARR strong) and ongoing investments (R&D ~15% of revenue, G&A ~8%, S&M ~40%) alongside £600m buyback authorization (≈£350m completed H1) to underline the realism of the above‑9% growth target.
Strong Revenue and ARR Growth
Total revenue grew 11% in H1 FY26. Annual recurring revenue (ARR) increased by ~GBP 275m to GBP 2.7bn, up 11% year-on-year.
Broad-Based Regional Momentum
Growth was broad-based: North America +14% (US +15%), Canada +9%, UK & Ireland +10%, Iberia +9%, France +7%, Europe overall +7%, Central Europe +4%.
Cloud and Product Performance
Sage Business Cloud revenue +15%; cloud-native revenue +25% (driven by Sage Intacct); subscription penetration 84%; 97% of revenue recurring.
Profitability and EPS Expansion
Operating margin expanded 80 basis points to 23.9%. Operating profit increased 15% to GBP 326m. Underlying EPS grew 16% to 23.7p.
Strong Cash Generation and Capital Returns
Cash from operations GBP 378m; cash conversion 116%; free cash flow GBP 241m. Interim dividend up 8% to 8.05p. GBP 600m share buyback announced, ~GBP 350m completed in H1.
Improved Retention and Pricing
Renewal rate by value increased to 102% (from 101%). Pricing contributed ~5.5% in H1, supported by product enhancements and targeted price moves.
AI Adoption and Scale
AI features available to >500,000 customers. Sage Copilot delivered >75m insights and answered >300k questions. Platform models up ~25% from 3.5bn predictions annually. Close agent live with 500+ customers.
Tangible AI Impact on Efficiency
Assurance agent identified >6m potential errors in last year. Accounts payable agent processing invoices worth >GBP 3.3bn per month (nearly 3x year-over-year), saving customers >5m hours. Internal R&D AI tools saved >160k engineer work hours in 6 months.
Strategic Acquisitions and Partnerships
H1 tuck-ins: Criterion (strengthens HR/payroll for Intacct US), Akao (e-invoicing France); post-period Doyen AI (faster AI-enabled implementations). Expanded collaboration with AWS and partner ecosystem growth.
Upgraded Outlook
Company updated FY26 guidance: organic revenue growth expected above 9% and operating margins to trend upwards through FY26 and beyond.

Sage Group plc (GB:SGE) 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:SGE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 19, 2026
2026 (Q4)
0.27 / -
0.231―――
May 21, 2026
2026 (Q2)
0.24 / 0.23
0.20514.15% (+0.03)――
Nov 19, 2025
2025 (Q4)
0.22 / 0.23
0.2110.00% (+0.02)――
May 15, 2025
2025 (Q2)
0.21 / 0.20
0.17914.53% (+0.03)――
Nov 20, 2024
2024 (Q4)
0.18 / 0.21
0.17718.64% (+0.03)――
May 16, 2024
2024 (Q2)
0.18 / 0.18
0.15515.48% (+0.02)――
Nov 22, 2023
2023 (Q4)
0.17 / 0.18
0.1336.15% (+0.05)――
May 17, 2023
2023 (Q2)
0.15 / 0.15
0.12524.00% (+0.03)――
Nov 16, 2022
2022 (Q4)
0.15 / 0.13
0.143-9.09% (-0.01)――
May 13, 2022
2022 (Q2)
0.09 / 0.13
0.124.17% (<+0.01)――
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:SGE Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 21, 2026
888.54 p881.40 p-0.80%
Nov 19, 2025
1051.66 p1064.37 p+1.21%
May 15, 2025
1242.96 p1195.36 p-3.83%
Nov 20, 2024
1035.44 p1220.51 p+17.87%
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 Sage Group plc (GB:SGE) report earnings?
Sage Group plc (GB:SGE) is schdueled to report earning on Nov 19, 2026, TBA (Confirmed).
    What is Sage Group plc (GB:SGE) earnings time?
    Sage Group plc (GB:SGE) earnings time is at Nov 19, 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 Sage Group plc stock?
          The P/E ratio of Sage Group plc is N/A.
            What is GB:SGE EPS forecast?
            GB:SGE EPS forecast for the fiscal quarter 2026 (Q4) is 0.27.