The earnings call highlighted a strong recovery in the second half of the year, with notable improvements in profitability and strategic growth in recurring revenues and contracts. However, challenges remain in the U.K. rail sector and North American market penetration. Despite some headwinds, the overall outlook is optimistic with a focus on long-term growth strategies.

Company Guidance

During the Tracsis Plc Final Results Investor Presentation, CEO David Frost and CFO Andy Kelly provided detailed guidance and performance metrics for FY '25 while outlining strategic directions for FY '26. The company achieved a 1% increase in total group revenue to GBP 81.9 million and an adjusted EBITDA of GBP 12.6 million, despite facing headwinds in the U.K. rail market, specifically a 42% decline in Remote Condition Monitoring hardware revenue. Recurring and transactional revenues grew by 8%, and the company ended the year with GBP 23.4 million in cash after completing a GBP 3 million share buyback. Tracsis maintained a progressive dividend policy with a final dividend of 1.4p per share, marking an 8% increase. The leadership underscored ongoing investments in SaaS-native products and international market expansion, particularly in North America, while maintaining a focus on organic growth and disciplined M&A strategies. The outlook for FY '26 remains consistent with market expectations, factoring in continued uncertainty in the U.K. rail sector.

Improved Second Half Performance

The company's performance improved in the second half of FY '25, aligning with the revised guidance from April. This includes resolving profitability issues in Traffic Data & Events and entering the new financial year in a stronger position.

Growth in Recurring Revenues

Recurring revenues continue to grow at a healthy rate with new strategic multiyear contracts won in pay-as-you-go and GeoIntelligence, supporting future revenue growth.

Successful Transformation of Operating Model

The Rail Technology & Services division was brought under a single global leadership, with investments in next-generation product platforms completed.

Increased Adjusted EBITDA Margin

In the second half of FY '25, the company achieved an adjusted EBITDA margin of 19.2%, which was 331 basis points higher than in H2 of the prior year.

Strong Balance Sheet and Cash Flow

The company ended the year with GBP 23.4 million of cash, a GBP 3 million share buyback completed, and a new GBP 35 million RCF undrawn.

Successful Product Development and Contracts

The first phase of development work on a Tap Converter contract contributed to growth, and a contract with the U.K. government was won by the GeoIntelligence business post year-end.

Tracsis (GB:TRCS) 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

Daily Earnings Calendar >

GB:TRCS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 02, 2026	2026 (Q2)	- / -	0.077	―	―	―
Nov 20, 2025	2025 (Q4)	- / 0.03	0.032	3.13% (<+0.01)	―	―
Apr 24, 2025	2025 (Q2)	- / 0.08	0.103	-25.24% (-0.03)	―	―
Nov 20, 2024	2024 (Q4)	0.21 / 0.03	0.225	-85.78% (-0.19)	―	―
Apr 24, 2024	2024 (Q2)	- / 0.10	0.161	-36.02% (-0.06)	―	―
Nov 15, 2023	2023 (Q4)	0.21 / 0.23	0.19	18.42% (+0.04)	―	―
Apr 03, 2023	2023 (Q2)	- / 0.16	0.133	21.05% (+0.03)	―	―
Nov 09, 2022	2022 (Q4)	0.20 / 0.19	0.181	4.97% (<+0.01)	―	―
Apr 07, 2022	2022 (Q2)	- / 0.13	0.127	4.72% (<+0.01)	―	―
Nov 10, 2021	2021 (Q4)	0.10 / 0.18	0.097	86.60% (+0.08)	―	―

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:TRCS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 20, 2025	322.50p	350.00p	+8.53%
Apr 24, 2025	309.14p	314.13p	+1.61%
Nov 20, 2024	661.17p	586.60p	-11.28%
Apr 24, 2024	839.11p	814.28p	-2.96%

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 Tracsis PLC (GB:TRCS) report earnings?

Tracsis PLC (GB:TRCS) is schdueled to report earning on Apr 02, 2026, TBA (Confirmed).

What is Tracsis PLC (GB:TRCS) earnings time?

Tracsis PLC (GB:TRCS) earnings time is at Apr 02, 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 Tracsis PLC stock?

The P/E ratio of Tracsis is N/A.

What is GB:TRCS EPS forecast?

Currently, no data Available

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