Overview
Analytics provider's 2025 revenue slightly missed analyst expectations
Adjusted operating profit for 2025 slightly beat analyst expectations
Company completed £1,500m share buyback, plans further buybacks in 2026
Outlook
RELX expects strong growth in revenue and adjusted operating profit in 2026
Company plans £2,250m share buybacks in 2026
RELX sees artificial intelligence as key driver for future growth
Result Drivers
RISK SEGMENT GROWTH - Strong growth in Risk segment contributed to overall revenue increase
AI ENHANCEMENTS - AI evolution enabled faster product development and added customer value
COST MANAGEMENT - Continuous process innovation helped manage cost growth below revenue growth, improving margins
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Miss*
GBP 9.59 bln
GBP 9.66 bln (15 Analysts)
FY Adjusted Operating Profit
Slight Beat*
GBP 3.34 bln
GBP 3.33 bln (13 Analysts)
FY Adjusted Pretax Profit
Beat
GBP 3.06 bln
GBP 2.99 bln (13 Analysts)
FY Dividend
GBP 0.68
FY Operating Profit
GBP 3.03 bln
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Relx PLC is GBp4,150.00, about 106.2% above its February 11 closing price of GBp2,013.00
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 24 three months ago
Press Release: ID:nRSL6771Sa
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.)