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Relx PLC (ADR) (RELX)
NYSE:RELX
Earnings Data
Report Date
Jul 23, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.86Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive performance: solid underlying revenue (7%), stronger operating profit (9%), EPS growth (10% constant currency), margin expansion (~90bps), strong cash generation and meaningful capital returns (dividend increase and large buyback). All four divisions grew (Risk, Legal, STM, Exhibitions) with notable AI-driven adoption in Legal and Risk and strong research submission trends in STM. Offsets include a material reduction in print-related revenue (>20%), portfolio effects and currency headwinds that restrained reported sterling growth, selective (below-average) M&A activity, and some timing/competitive risks in new product rollouts and workflow competition. On balance the positives substantially outweigh the negatives.Company Guidance
Strong Group Financial Performance
Underlying revenue growth 7%; underlying adjusted operating profit growth 9%; adjusted earnings per share up 10% at constant currency (128.5p, +7% in sterling). Group adjusted operating margin improved by ~90 basis points to 34.8%.
Robust Cash Generation and Capital Return
Cash conversion 99%; EBITDA > GBP 3.8bn; capital expenditure 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 already deployed); dividend increased 7% to 67.5p.
Risk: High Growth and Deep AI Integration
Risk underlying revenue growth 8% and underlying adjusted operating profit growth 10%. Over 90% of divisional revenue from machine-to-machine interactions driven by embedded AI-enabled analytics and decision tools.
STM Momentum and Scientific Volume Growth
STM underlying revenue growth 5% and underlying adjusted operating profit growth 7%. Primary Research submissions grew over 20% in 2025 and published articles grew 10%; new higher-value products (e.g., LeapSpace) launched with positive early signals.
Legal: AI Adoption and Strong Profitability
Legal underlying revenue growth 9% and underlying adjusted operating profit growth 12%. Lexis+ AI enterprise-wide subscription base more than doubled in the past year with usage increasing faster; hundreds of thousands of users and continued roll-out of Protege AI workflows (approaching ~300 workflows).
Exhibitions: Revenue Recovery and Margin Expansion
Exhibitions underlying revenue growth 8% and underlying adjusted operating profit growth 9%. Margin expansion materially ahead of history (Exhibitions margin increase ~250 basis points) supported by portfolio improvements and digital initiatives.
Operational Leverage and Margin Upside
Cost growth managed below revenue growth across business areas; Risk, STM and Legal delivered profit growth 2–3 percentage points ahead of revenue growth; management expects adjusted operating profit growth to continue to exceed revenue growth going forward.
Strategic Positioning Around Content + AI
Clear strategic emphasis on shifting mix toward higher-growth analytics and decision tools, embedding AI across products, leveraging unique, curated content and contributory databases to create differentiated, hard-to-replicate offerings.
RELX 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
RELX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $27.73 | $28.81 | +3.89% |
Jul 24, 2025 | $52.81 | $53.42 | +1.17% |
Feb 13, 2025 | $50.59 | $51.06 | +0.92% |
Jul 25, 2024 | $44.07 | $45.02 | +2.15% |
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 (ADR) (RELX) report earnings?
Relx PLC (ADR) (RELX) is schdueled to report earning on Jul 23, 2026, TBA (Confirmed).
What is Relx PLC (ADR) (RELX) earnings time?
Relx PLC (ADR) (RELX) 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RELX EPS forecast?
Currently, no data Available