Overview
UK promotional products marketer's fiscal 2025 revenue fell 2% yr/yr amid lower customer orders
Basic EPS for fiscal 2025 declined 3% yr/yr, operating profit down 2%
Company investing $10 mln to relocate Oshkosh office, completion expected mid-2026
Outlook
Company says orders and revenue are slightly down in early 2026 due to market uncertainty
Company expects tariff-related costs and evolving tariff policy to influence 2026 revenue and margins
4imprint says it will continue investing to position for growth as market conditions improve
Result Drivers
NEW CUSTOMER ORDERS - Co said new customer orders declined 12% in 2025 due to ongoing uncertain macroeconomic trading environment
EXISTING CUSTOMER RETENTION - Existing customer orders were flat yr/yr, reflecting strong and consistent retention rates, per co
GROSS MARGIN - Gross profit margin improved to 32.4%, helped by modest price adjustments and delayed supplier tariff-related cost increases
Company press release: ID:nRSK1136Wa
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Basic EPS
$4.04
FY Operating Profit
$145.20 mln
FY Pretax Profit
$150.80 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advertising & marketing peer group is "buy"
Wall Street's median 12-month price target for 4imprint Group PLC is GBp5,120.00, about 32.5% above its March 10 closing price of GBp3,865.00
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 16 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)