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VLX Volex News Story

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UK's Volex FY revenue rises 14% on data centre demand

UK's Volex FY revenue rises 14% on data centre demand


Overview

  • UK connectivity systems maker's preliminary FY2026 revenue rose 14%, driven by Data Centre demand

  • Adjusted operating profit up 20%, with margin above previous target range

  • Company cites operational efficiencies and improved product mix for profit growth


Outlook

  • Company says trading to date in FY2027 has been strong and in line with expectations

  • Demand across key end-markets remains robust, supported by good forward visibility

  • Volex confident to meet medium-term targets of revenue of $2 bln and 12% underlying operating margin


Result Drivers

  • DATA CENTRE DEMAND - Strong demand from Data Centre customers, particularly hyperscale clients expanding AI infrastructure, was the largest contributor to revenue growth

  • OFF-HIGHWAY GROWTH - Off-Highway segment delivered 20% organic revenue growth, supported by a significant defence vehicle programme, ramp up in North America, and continued growth in India

  • PRODUCT MIX & EFFICIENCIES - Improved product mix, operational efficiencies, and higher-value complex products contributed to margin expansion and profit growth


Company press release: ID:nRSY6505Ja


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

FY Revenue

$1.24 bln

FY Adjusted EBIT

$127.30 mln

FY Adjusted EBIT Margin

10.20%

FY Adjusted Pretax Profit

$108.40 mln

FY EBIT

$121 mln

FY Net Debt

$152.30 mln

FY Pretax Profit

$93.40 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the electrical components & equipment peer group is "buy"

  • Wall Street's median 12-month price target for Volex PLC is GBp670.00, about 15.1% above its June 24 closing price of GBp582.00

  • The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 16 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.)

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