Oxford Instruments PLC (FRA:OX3)

Half Year 2026 Oxford Instruments PLC Earnings Call Transcript

Nov 11, 2025 / 09:00 AM GMT

Release Date Price: €20.4

Transcript

Key Points

Positve

Oxford Instruments PLC (OXINF) reported a strong order growth of 25% in its advanced technologies division, particularly in the compound semiconductor business.
The company has a full order book for the second half of the year, supporting expectations for good growth in advanced technologies.
Oxford Instruments PLC (OXINF) has successfully maintained strong contribution margins despite global tariff challenges.
The company has launched several new products, including an updated benchtop nuclear magnetic resonance instrument and a new range of scientific cameras, indicating a good return on technology investments.
Oxford Instruments PLC (OXINF) has a strong balance sheet with net cash of 45 million pounds and expects an additional 57 million pounds from the sale of its nanoscience business.

Negative

The imaging and analysis division faced significant challenges in the first half, with a 25% revenue decline in the US academic sector.
Global tariff and trade volatility, along with US academic funding cuts, have disrupted the trading environment.
Currency headwinds impacted overall margins by around 100 basis points in the first half.
The company experienced shipment delays in its advanced technologies division, affecting short-term revenue recognition.
Oxford Instruments PLC (OXINF) had to undertake workforce reductions in its Belfast operations, impacting employee morale.

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

OXIG.L - Oxford Instruments PLC
Half Year 2026 Oxford Instruments PLC Earnings Call
Nov 11, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Right then, good morning everyone and welcome to the Oxford Instruments half year results present.

Thanks for joining us today. We provided an initial overview of the shape of the first half of the year in our first in our trading update a few weeks ago.

Today I'm going to begin with the key highlights of the period and then I'll hand over to Paul for the financial review before returning to the detail on our strategic progress with some pointers into the second half and beyond.

There will also be an opportunity for questions at the end, both in the room and online.

Since we last met in June, we have made another 6 months of good progress on our strategy to simplify the group, improve

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