Hunting PLC (LSE:HTG)
£ 4.605 -0.015 (-0.32%) Market Cap: 671.90 Mil Enterprise Value: 656.31 Mil PE Ratio: 25.30 PB Ratio: 1.06 GF Score: 79/100

Full Year 2025 Hunting PLC Earnings Call Transcript

Mar 5, 2026 / 09:00 AM GMT
Release Date Price: £4.95 (-3.13%)

Key Points

Positve
  • Hunting PLC (HNTIF) reported strong financial results for 2025, with EBITDA margins improving from 7% to 13%, driven by higher-margin product lines.
  • The company successfully executed two strategic acquisitions, enhancing its global presence and diversifying its client base.
  • Hunting PLC (HNTIF) achieved significant cash generation of $63 million, even after acquisitions, dividend increases, and share buybacks.
  • The company announced a $15 million cost savings plan, focusing on efficiency improvements and organizational changes.
  • Hunting PLC (HNTIF) is well-positioned for future growth, with a strong order pipeline exceeding $1 billion, particularly in the subsea and OCTG sectors.
Negative
  • The sales order book decreased by 20% compared to the previous year, reflecting the completion of KOC orders.
  • The electronics division underperformed due to reliance on the oil and gas sector, with less CapEx coming through.
  • The company faced challenges in its European operations, leading to the closure of two facilities in the Netherlands.
  • The FES acquisition contributed to a small loss in revenue, indicating integration challenges and project-based revenue fluctuations.
  • The company anticipates a back-end loaded year, with significant awards expected in Q2, introducing uncertainty in revenue recognition timing.


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

HTG.L - Hunting PLC
Full Year 2025 Hunting PLC Earnings Call
Mar 05, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everybody. I appreciate you taking the time to be here today as we talk about our results for 2025, and I want to thank everybody also online that will be tuning in to listen and watch this. The the timing today is very interesting, and I thought before I got into the presentation I'd just make a few comments and updates on what's going on.

Our, we have people in Saudi Arabia, we have people in Dubai, where they're all safe right now. We've been checking on them on a regular basis. I think that trying to predict what's going to happen with that situation in the next couple of weeks is kind of a crazy guess right now. Nobody knows, we don't know, but it is the one that definitely has the world focused on energy. And I think if
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