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TechnologyAdventurousMid CapHigh Flyer

UK's discoverIE Group full-year revenue rises 5%, margin slips

UK's discoverIE Group full-year revenue rises 5%, margin slips


Overview

  • UK customised electronics maker's preliminary full-year revenue grew 5% yr/yr

  • Adjusted EPS for the year rose 4% yr/yr

  • Adjusted operating margin dipped due to increased investment in sales and engineering


Outlook

  • Company expects full-year adjusted earnings in line with board expectations

  • discoverIE sees strong order growth and sales momentum continuing into the new year

  • Company remains on track for medium-term 17% operating margin target


Result Drivers

  • RETURN TO ORGANIC GROWTH - Co said sales growth resumed as customer inventories normalized and order patterns returned to normal

  • INVESTMENT IN CAPACITY - Increased investment in engineering, sales, and manufacturing capacity in the US, Europe, and Asia weighed on margins


Company press release: ID:nRSC7340Ga


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

FY Revenue

GBP 443.30 mln

FY Adjusted EPS

GBP 0.40

FY EPS

GBP 0.29

FY Adjusted Operating Margin

13.80%

FY Adjusted Operating Profit

GBP 61 mln

FY Pretax Profit

GBP 36.10 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the electronic equipment & parts peer group is "buy"

  • Wall Street's median 12-month price target for discoverIE Group plc is GBp890.00, about 14.4% above its June 2 closing price of GBp778.00

  • The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 15 three months ago


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.)

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