Full Year 2025 Diploma PLC Earnings Call Transcript

Nov 18, 2025 / 09:00 AM GMT

Release Date Price: $72.18

Transcript

Key Points

Positve

Diploma PLC (DPLMF) delivered a strong financial performance, with total revenue up 12% and EPS growing by 21%.
The company achieved an impressive 11% organic growth, driven by strong performances in sectors like aerospace and defense.
Operating margin improved by 160 basis points to 22.5%, showcasing effective cost management and pricing strategies.
Diploma PLC (DPLMF) maintained a high cash conversion rate of 105%, indicating strong cash flow management.
The company has a robust acquisition strategy, completing six acquisitions since the start of Q4, enhancing its growth potential.

Negative

The seals segment experienced modest growth due to challenging market conditions in manufacturing and construction.
Life sciences margins were slightly down, impacted by FX and product mix, although improvements are expected in the future.
The TIE acquisition faced challenges with market dynamics and management team adjustments, requiring more time to stabilize.
Diploma PLC (DPLMF) experienced a slower M&A environment in the US, affecting acquisition contributions to growth.
The company anticipates a normalization of growth rates in the Peerless segment, which may impact overall growth momentum.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DPLM.L - Diploma PLC
Full Year 2025 Diploma PLC Earnings Call
Nov 18, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Diplomas 2025 results update.

Thank you for being here. I'm joined by, Wilson Ung. After various senior finance roles, Wilson joined Diploma about 3 years ago, and he's been an important member of our senior team since.

He's doing a great job stepping up as our acting CFO and I'm delighted that he's here today. He's going to take you through the numbers in a second. Before that, I'll give you a bit of an overview. And then I'll come back and do a strategy and business update.

At the end, we'll have Q&A as normal.

It's been another great year for diploma. We've delivered a very strong performance across all our key financial metrics and ahead of expectations, building on our long-term

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