Q3 2026 Trading Update

Essentra

Today 07:00

RNS Number : 9449Z
  
Essentra plc
  
22 October 2026
  
 


ESSENTRA PLC
("Essentra", the "Group", or the "Company")
Q3 TRADING UPDATE
Strong Q3 revenue growth; FY26 adjusted operating profit expected towards the upper end of market expectations
Essentra plc, a leading global service-led manufacturer and supplier of essential components and solutions, today issues a trading update for the thirteen weeks ended 26 September 2026 ("Q3" or the "period").
Trading performance
Essentra delivered strong Q3 revenue growth, supported by increased volumes and disciplined pricing. Revenue increased by 14.6% at constant currency on a working day adjusted basis, comprising like-for-like1 revenue growth of 10.8% and a 3.8% contribution from the acquisitions of Device Technologies and Boteco.
Like-for-like growth in the period was broad-based across all regions. EMEA delivered high single-digit growth, supported by a continued focus on new business wins in faster-growing target end-markets. The Americas saw an acceleration of momentum, delivering low double-digit growth, whilst continuing to improve stability in service levels at its Mexico facility. APAC delivered low double-digit growth, led by China, with continued progress in new business wins across the region in digital infrastructure and energy transformation end-markets.
Execution of the Growth and Simplification programme, as outlined at Essentra's HY26 results in July, continues to sharpen the Group's commercial focus and is beginning to deliver results. Essentra remains focused on five faster-growing target end-markets comprising: digital infrastructure, energy transformation, machine and automation, specialist vehicles, and defence and aerospace. Simplification initiatives are also progressing, including initial benefits from IT cost rationalisation.
The integration of both Device Technologies and Boteco remains on track, with the first group of Device Technologies products being added to the Essentra range in Q4 to enhance cross-selling opportunities across Essentra's electronics, cable management and access hardware customer base. The bolt-on acquisition pipeline remains active and subject to the Group's disciplined financial and strategic criteria.
FY26 adjusted operating profit expected towards the upper end of market expectations
The Group's underlying performance continues to improve and revenue growth for the full year is now expected to exceed previous guidance, reflecting increased volume growth and disciplined pricing actions, which are expected to recover elevated inflationary costs. While the Group remains mindful of the geopolitical environment, stronger revenue performance together with underlying margin improvement have enabled further investment in the Growth and Simplification programme, as well as a modest increase in the phased build-back of variable compensation. These investments are expected to support growth and margin delivery in 2027 as part of the Group's 14% near-term margin target in 2028. The Board now expects FY26 adjusted operating profit to be towards the upper end of market expectations2.
 
Enquiries




Essentra plc
Rowan Baker, Chief Financial Officer
Claire Goodman, Head of Investor Relations
Tel: +44 (0)1908 359100






FTI Consulting
Richard Mountain
Ariadna Peretz
FTI_essentra@fticonsulting.com
Tel: +44 (0)20 3727 1340









 
Notes
1.    The term "like-for-like" describes the performance of the business on a comparable basis, adjusting for the impact of acquisitions and foreign exchange movements.
2.      The Company-compiled range of market expectations for FY26 adjusted operating profit, as at 21 October 2026, is £32.3m to £34.3m.
 
Notes to Editors
About Essentra plc
Essentra plc is a leading global service-led manufacturer and supplier of essential components and solutions, focusing on the manufacture and distribution of plastic injection moulded, vinyl dip moulded and metal items.
Headquartered in the United Kingdom, Essentra's global network extends to 28 countries worldwide and includes c.3,000 employees, 16 manufacturing facilities, 27 distribution centres and 37 sales & service centres serving c.64,000 customers with a rapid supply of low cost but essential products for a variety of applications in industries such as equipment manufacturing, automotive, fabrication, electronics, medical and renewable energy. For further information, please visit www.essentraplc.com.
 
LEI: 5493007MOZNA03BVNE96
 
Cautionary forward-looking statement
This announcement contains forward-looking statements based on current expectations and assumptions. Various known and unknown risks, uncertainties and other factors may cause actual results to differ from future results or developments expressed or implied from the forward-looking statements. Each forward-looking statement speaks only as of the date of this document. The Company accepts no obligation to revise or update these forward-looking statements publicly or adjust them to future events or developments, whether as a result of new information, future events or otherwise, except to the extent legally required.




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