UK's Rotork FY adjusted operating profit beats estimates on Growth+ strategy strength

Rotork

10/03/2026 07:12

Overview

UK actuator maker's 2025 revenue missed analyst expectations

Adjusted operating profit for 2025 beat analyst expectations

Company's Growth+ strategy drove order intake and margin expansion

Outlook

Rotork expects stable Oil & Gas performance with higher second-half weighting in 2026

Company anticipates continued momentum in CPI and Water & Power divisions in 2026

Rotork sees geopolitical uncertainty but expects further progress on OCC basis in 2026

Result Drivers

GROWTH+ STRATEGY - Co's Growth+ strategy drove order intake and margin expansion, contributing to adjusted operating profit growth

CPI AND WATER & POWER - Revenue growth driven by CPI's strategic initiatives and Water & Power's infrastructure investments

NOAH ACQUISITION - Acquisition of Noah contributed to revenue and profit growth in CPI division

Company press release: ID:nRSJ9448Va

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
GBP 777.30 mln
GBP 787.42 mln (16 Analysts)
FY Adjusted Operating Profit
Beat
GBP 191.50 mln
GBP 182.16 mln (14 Analysts)
FY Pretax Profit
Miss
GBP 157.90 mln
GBP 184.98 mln (16 Analysts)
FY Adjusted EBIT Margin
24.60%
FY EBIT Margin
20.20%
FY Operating Profit
GBP 157.10 mln
FY Orders Intake
GBP 782.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 5 "hold" and no "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 Rotork PLC is GBp397.50, about 8.4% above its March 9 closing price of GBp366.80

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 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.)