UK's IMI beats 2025 revenue estimates, sets £500 mln buyback

IMI

06/03/2026 07:09

Overview

UK fluid control solutions provider's 2025 revenue rose, beating analyst expectations

Adjusted operating profit for 2025 beat analyst expectations

Company announced £500 mln share buyback program

Outlook

IMI expects 2026 adjusted EPS between 136p and 142p

Company anticipates mid-single digit organic revenue growth in 2026

Result Drivers

AUTOMATION GROWTH - Process Automation revenue grew 12% organically, driven by demand in energy and data centers

AFTERMARKET FOCUS - Approximately 45% of revenue came from higher-margin aftermarket, supporting margin expansion

Company press release: ID:nRSF5838Va

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Beat
GBP 2.30 bln
GBP 2.27 bln (17 Analysts)
FY Adjusted Operating Profit
Beat
GBP 460 mln
GBP 440.06 mln (15 Analysts)
FY Adjusted Pretax Profit
Beat
GBP 442 mln
GBP 427.76 mln (16 Analysts)
FY Adjusted Operating Margin
20.00%
FY Operating Margin
18.30%
FY Operating Profit
GBP 422 mln
FY Pretax Profit
GBP 419 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for IMI PLC is GBp2,750.00, about 0.1% below its March 5 closing price of GBp2,752.00

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 17 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.)