UK's 4imprint Group half-year profit falls on higher costs
UK's 4imprint Group half-year profit falls on higher costs
Overview
UK promotional products marketer's half-year revenue rose 1% yr/yr
Adjusted basic EPS fell 12% yr/yr, mainly due to tariff-related supplier cost increases
Company reported strong cash and bank deposits at period end
Outlook
4imprint expects 2026 revenue slightly above $1.35 bln
Company sees 2026 adjusted profit before tax of about $130 mln
Company says improvement in new customer orders expected to support results
Result Drivers
TARIFF COSTS - Co said higher tariff-related supplier costs weighed on gross profit margin and earnings
PRICE ADJUSTMENTS - Co said price increases helped partially offset supplier cost pressures
NEW CUSTOMER TRENDS - Co said new customer order intake and acquisition declined yr/yr but improved as the half progressed
Company press release: ID:nRSE2778Pa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
H1 Revenue |
| $666.40 mln |
|
H1 Basic EPS |
| $1.55 |
|
H1 Operating Profit |
| $59.60 mln |
|
H1 Pretax Profit |
| $59.60 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 GBp5,140.00, about 17.1% above its August 4 closing price of GBp4,390.00
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 16 three months ago
Reuters Recommended Reads
Aug 4 - Superior Group Q2 profit beats on strong branded products segment performance
Aug 4 - Global Industrial Q2 sales rise, profit lifted by one-time tariff refund
Aug 4 - Mattel swings to Q2 net loss as tariffs, inflation squeeze margins despite higher sales
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(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.)