The earnings call reflected significant improvements in financial performance, operational margins, and strategic initiatives. Despite facing supply chain constraints and specific challenges with Trent 1000 engines, the company raised its guidance for 2025 and is on track with strategic targets. The sentiment is optimistic due to strong execution of strategic initiatives, profitability improvements, and increased shareholder returns.

Company Guidance

In the recent call, the company provided updated guidance for 2025, highlighting strong financial performance and strategic progress. The underlying operating profit is now expected to reach between GBP 3.1 billion to GBP 3.2 billion, reflecting a significant improvement from the first half's GBP 1.7 billion. Free cash flow is projected to be GBP 3 billion to GBP 3.1 billion, driven by higher operating profit and continued LTSA balance growth. The operating margin for the first half was 19.1%, up 4.9 percentage points from last year, with Civil Aerospace's margin rising by 7.1 percentage points to 24.9%. The group aims to return GBP 1.9 billion to shareholders in 2025, demonstrating a commitment to rewarding shareholders amidst ongoing strategic investments.

Strong Financial Performance

Operating profit of GBP 1.7 billion was 50% higher than last year. Group revenues grew by 13% to GBP 9.1 billion with good end market growth. Free cash flow was GBP 1.6 billion, 37% higher than last year.

Improved Margins

Group operating margin of 19.1%, 4.9 percentage points higher than last year. Civil Aerospace's operating margin rose by 7.1 percentage points to 24.9%.

Data Center and Power Systems Growth

Power Systems captured data center growth with improved profitability. Data center revenue growth was 45%, and order intake growth for power generation was 68%.

Defence Segment Achievements

Order intake of GBP 4 billion with a book-to-bill ratio of 1.8x. Record order backlog of GBP 18.8 billion, equivalent to around 4 years of revenue.

Dividend and Share Buyback

An interim dividend of 4.5p was announced, and GBP 500 million of a GBP 1 billion share buyback has been completed.

Strategic Initiatives and Target Exceeding

Renegotiated all significant onerous airline contracts, achieving major progress in time on wing improvements.

Rolls-Royce Holdings (RYCEF) 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 >

RYCEF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	0.16 / -	0.159	―	―	―
Jul 31, 2025	2025 (Q2)	0.13 / 0.21	0.122	74.44% (+0.09)
Feb 27, 2025	2024 (Q4)	0.13 / 0.16	0.121	31.46% (+0.04)
Aug 01, 2024	2024 (Q2)	0.08 / 0.12	0.027	350.00% (+0.09)
Feb 22, 2024	2023 (Q4)	0.05 / 0.12	-0.012	1088.89% (+0.13)
Aug 03, 2023	2023 (Q2)	0.03 / 0.03	-0.03	190.91% (+0.06)
Feb 23, 2023	2022 (Q4)	-0.01 / -0.01	-0.022	43.75% (<+0.01)
Aug 04, 2022	2022 (Q2)	>-0.01 / -0.03	0.024	-222.22% (-0.05)	―	―
Feb 24, 2022	2021 (Q4)	0.01 / -0.02	-0.1	78.38% (+0.08)	―	―
Aug 05, 2021	2021 (Q2)	-0.01 / 0.02	-0.805	103.03% (+0.83)	―	―

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

RYCEF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$13.04	$14.12	+8.28%
Feb 27, 2025	$7.90	$9.07	+14.81%
Aug 01, 2024	$5.70	$5.99	+5.09%
Feb 22, 2024	$4.09	$4.42	+8.07%

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 Rolls-Royce Holdings (RYCEF) report earnings?

Rolls-Royce Holdings (RYCEF) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).

What is Rolls-Royce Holdings (RYCEF) earnings time?

Rolls-Royce Holdings (RYCEF) earnings time is at Feb 26, 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 RYCEF EPS forecast?

RYCEF EPS forecast for the fiscal quarter 2025 (Q4) is 0.16.

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