Melrose Industries PLC·Industrials

Melrose Industries PLC (MLSPF) Q4 2025 Earnings Call Transcript

Melrose Industries remains a strong buy despite a 12.5% post-earnings selloff and underwhelming 2026 guidance. MLSPF delivered 8% sales growth, 23% operating profit growth, and significant margin expansion, driven by Engines segment strength and aftermarket sales. 2026 guidance implies 7% sales growth and 8–16% operating profit growth, with free cash flow expected to rise 20–60%, supporting a 38–65% upside to price targets.

The aerospace engineer delivered a solid second half, but 2026 profit guidance came in below what the market was pricing in, and investors sold first Melrose Industries PLC (LSE:MRO, OTC:MLSPF) fell sharply on Friday morning, with shares down 12% to 564p, after the company posted results that were broadly in line but guided for 2026 profits at the lower end of analyst expectations. The numbers that mattered Second-half EBIT came in 1% ahead of estimates at £337m, while free cash flow was the standout figure, beating consensus by 18% at £179m.

The aerospace engineer delivered a solid second half, but 2026 profit guidance came in below what the market was pricing in, and investors sold first...

Melrose Industries PLC (LSE:MRO, OTC:MLSPF) has reported strong growth for 2025, with revenue rising 8% to £3.59 billion for the year ended 31 December, and...

Melrose Industries PLC (LSE:MRO, OTC:MLSPF) has reported strong growth for 2025, with revenue rising 8% to £3.59 billion for the year ended 31 December, and...
Melrose Industries PLC engages in the aerospace, automotive, powder metallurgy, and other industrial businesses in the United Kingdom, rest of Europe, North America, and internationally. Its Aerospace segment provides airframe and engine structures, and electrical interconnection systems for the aerospace industry in civil airframe and defense platforms. The company's Automotive segment designs, develops, manufactures, and integrates driveline technologies, including electric vehicle components. Its Powder Metallurgy segment offers precision powder metal parts for the automotive and industrial sectors; and metal powder for powder metallurgy, as well as commercializes additive manufacturing. The company's Other Industrial segment designs, manufactures, and distributes ergonomic products for use in a various working, learning, and healthcare environments; and offers metal hydride hydrogen storage solutions for use in a range of industrial and commercial applications. The company was formerly known as New Melrose Industries PLC and changed its name to Melrose Industries PLC in November 2015. Melrose Industries PLC was founded in 2003 and is headquartered in London, the United Kingdom.
Industrials
Industrial - Machinery
12,291
2008-07-29
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