Overview
UK-based fantasy miniatures maker's H1 revenue rose 10.9% yr/yr
Core operating profit increased by £28 mln to £126.1 mln
Licensing revenue fell by £14.1 mln due to reduced earned income
Outlook
Company did not provide specific guidance for future quarters or full year
Result Drivers
CORE REVENUE GROWTH - Core revenue grew by 17.3% driven by trade, retail, and online channels
TARIFF IMPACT - New tariffs impacted profits, but were offset by cost efficiencies and reduction in charge to inventory provision
LICENSING REVENUE DECLINE - Licensing revenue decreased by £14.1 mln due to reduced earned income
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Core Revenue
GBP 316.10 mln
H1 EPS
GBP 3.20
H1 Core Operating Profit
GBP 126.10 mln
H1 Pretax Profit
GBP 140.80 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the toys & children's products peer group is "buy"
Wall Street's median 12-month price target for Games Workshop Group PLC is GBP18,000.00, about 4.6% below its January 12 closing price of GBP18,870.00
The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 27 three months ago
Press Release: ID:nRSM5980Oa
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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.)
