Gooch & Housego PLC (FRA:GPL)

Full Year 2025 Gooch & Housego PLC Earnings Call Transcript

Dec 2, 2025 / 10:30 AM GMT

Release Date Price: €5.7 (+1.79%)

Transcript

Key Points

Positve

Revenues for the full year increased by 10.7%, with aerospace and defense revenues growing more than 50%.
Full year adjusted profit before tax increased by 46.8%, indicating strong financial performance.
The group's order book increased significantly, particularly in aerospace and defense, showing strong future demand.
Successful integration of two strategic acquisitions, Phoenix Optical and Global Photonics, enhancing capabilities.
Declared a final dividend of 8.3p, reflecting a positive medium-term outlook for the business.

Negative

Industrial revenues declined by 3.3% due to uncertainty from the US tariff regime affecting semiconductor and industrial markets.
Supply chain constraints, particularly in the third quarter, impacted material availability and delivery timelines.
Life Sciences segment revenues were flat, impacted by global tariff uncertainties and FDA disruptions.
Operating profit in Life Sciences was slightly down due to pricing pressures and competition from low-cost suppliers.
The recovery in industrial, semiconductor, and life sciences markets is expected to take longer than originally anticipated.

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

GHH.L - Gooch & Housego PLC
Full Year 2025 Gooch & Housego PLC Earnings Call
Dec 02, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Okay, good morning.

Thank you for being here. Welcome to GNH's full year results presentation for the financial year ended the 30th of September 2025. During the year, GNH made further positive progress with implementing the changes required across the business to deliver our strategic plan.

I'm pleased to be able to report on the strong performance achieved in FY 2025 against the backdrop of a challenging macroeconomic environment.

This is a testament to the progress the group is making delivering sustainable margin improvement and the resilience and depth of experience across our leadership team in navigating complex market dynamics.

I would like to take this opportunity to thank our

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