The earnings call presented a strong first half performance with significant growth in revenue and order intake, particularly in the defense sector. Despite challenges in the Asia Pacific region, the company maintained high contract retention rates and demonstrated operational efficiency improvements. Overall, the positive aspects of the call notably outweigh the challenges.

Company Guidance -

Q4 2025

During the call, Serco's management highlighted a robust financial performance for the first half of 2025, with revenue reaching GBP 2.4 billion, marking a 5% increase on a constant currency basis. The company reported an underlying operating profit of GBP 146 million, maintaining a strong margin of 6%. They achieved an impressive order intake of GBP 3.2 billion, translating to a book-to-bill ratio of over 130%. Serco's North America business exhibited significant growth, with a 9% organic increase. The firm emphasized strong contract retention rates of 95% and outlined a growing pipeline of new opportunities, reaching GBP 11.9 billion. Additionally, Serco announced a GBP 50 million share buyback and an 8% increase in the interim dividend. The company remains focused on operational excellence, competitiveness, and growth, with defense now accounting for around 40% of the group's revenue.

Strong Revenue Growth

Serco delivered a revenue of GBP 2.4 billion for the first half, marking a 5% increase on a constant currency basis, with 9% organic growth from the North America business.

Impressive Order Intake

Order intake reached GBP 3.2 billion, representing a book-to-bill ratio over 130%.

Expansion of Defense Segment

The defense sector experienced an 11% organic growth, with the segment now accounting for over 40% of group revenue.

High Contract Retention

Serco reported a 95% contract retention rate, demonstrating strong customer satisfaction and competitive solutions.

Improved Safety and Efficiency

A 19% reduction in lost time incidents was achieved, contributing to a total reduction of 31% since the beginning of last year.

Serco Group plc (GB:SRP) 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:SRP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 05, 2026	2025 (Q4)	- / -	0.078	―	―	―
Aug 07, 2025	2025 (Q2)	0.09 / 0.10	0.084	14.29% (+0.01)	―	―
Feb 27, 2025	2024 (Q4)	0.08 / 0.08	0.058	34.48% (+0.02)	―	―
Aug 01, 2024	2024 (Q2)	0.08 / 0.08	0.094	-10.64% (>-0.01)	―	―
Feb 29, 2024	2023 (Q4)	- / 0.06	0.053	9.43% (<+0.01)	―	―
Aug 03, 2023	2023 (Q2)	- / 0.09	0.077	22.08% (+0.02)	―	―
Feb 28, 2023	2022 (Q4)	- / 0.05	0.056	-5.36% (>-0.01)	―	―
Aug 04, 2022	2022 (Q2)	- / 0.08	0.068	13.24% (<+0.01)	―	―
Feb 24, 2022	2021 (Q4)	- / 0.06	0.052	7.69% (<+0.01)	―	―
Aug 05, 2021	2021 (Q2)	0.05 / 0.07	0.039	74.36% (+0.03)	―	―

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:SRP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	209.40p	216.00p	+3.15%
Feb 27, 2025	156.10p	161.99p	+3.77%
Aug 01, 2024	186.58p	174.79p	-6.32%
Feb 29, 2024	172.40p	180.19p	+4.52%

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 Serco Group plc (GB:SRP) report earnings?

Serco Group plc (GB:SRP) is schdueled to report earning on Mar 05, 2026, TBA (Confirmed).

What is Serco Group plc (GB:SRP) earnings time?

Serco Group plc (GB:SRP) earnings time is at Mar 05, 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 Serco Group plc stock?

The P/E ratio of Serco Group plc is N/A.

What is GB:SRP EPS forecast?

Currently, no data Available

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