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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Breedon Group
Breedon Group (BREE) investor relations material
Breedon Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary29 Jul, 2026
Executive summary
Revenue grew 5% year-over-year to £857.9m, driven by strong performances in Ireland (+12%) and the US (+20%), offsetting flat results in Great Britain.
Underlying EBITDA was broadly flat at £115.5m, with margin at 13.5%, reflecting market challenges in GB and margin compression in Ireland.
Strategic acquisitions in the US and Ireland totaled £110m, expanding mineral reserves and market reach.
Interim dividend per share increased by 5% to 5.00p, reflecting confidence in cash generation and long-term prospects.
Strategic progress included operational excellence initiatives and strengthened talent pipeline.
Financial highlights
H1 2026 revenue rose 5% year-over-year to £857.9m; underlying EBITDA margin at 13.5%.
Statutory profit before tax fell 16% year-over-year to £26.7m, impacted by higher depreciation, amortisation, and interest costs.
Adjusted underlying basic EPS declined to 9.4p from 11.2p; statutory basic EPS dropped to 7.4p from 8.0p.
Free cash outflow improved to £14.6m (H1 2025: £25.0m outflow), reflecting seasonal working capital build.
Net debt increased to £690.5m, with covenant leverage at 2.1x.
Outlook and guidance
2026 performance expected in line with market expectations, with positive momentum in Ireland and the US.
GB demand forecast to decline for a fifth consecutive year; recovery timing remains unclear.
Full-year revenue split expected at 48%-52% (H1-H2), with profitability more weighted to H2.
CapEx guidance raised to £125–135m, mainly due to acquisitions.
Full-year technical guidance: depreciation £125–130m, net interest expense ~£35m, tax rate 22–23%.
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Latest events from Breedon Group
- Q1 revenue up 5% with strong US and Ireland growth, but UK residential demand remains subdued.BREE
Trading update - Revenue and EBITDA rose, with record free cash flow and a positive outlook for Ireland and the U.S.BREEH2 2025
- Revenue up 9% and EBITDA resilient, despite subdued demand and project delays.BREETrading Update
- Revenue up 7% to £815.9m, but profit and margins down; outlook cautious.BREEH1 2025
- Ambitious plan to double in size in 10 years, led by US growth and upgraded sustainability targets.BREECMD 2024
- Record revenue and profit expected for 2024, with growth strategy and ESG targets advanced.BREETrading Update
- Strong Ireland and US growth offset GB weakness; H2 outlook remains positive.BREEH1 2024
- Q1 2025 revenue up 9%, with strong backlogs and focus on efficiency and sustainability.BREETrading Update
- Record 2024 results, U.S. expansion with Lionmark, and strong margin growth.BREEH2 2024
Next Breedon Group earnings date
H2 202610 Mar, 2027
Breedon Group
Next Breedon Group earnings date
H2 202610 Mar, 2027
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Frequently asked questions
Breedon Group plc, formerly known as Ennstone plc, is a UK-based company specializing in construction materials. The company operates an extensive network of quarries, asphalt plants, and concrete manufacturing facilities, supplying a wide range of products including aggregates, cement, ready-mixed concrete, asphalt, and specialty construction products. These materials cater to various construction needs, from infrastructure projects to residential construction. Breedon Group also offers contracting services, including road surfacing and maintenance. The company's operations span the UK and Ireland, with a significant presence in both markets. The company is headquartered in Breedon on the Hill, Derby, UK, and its shares are listed on the London Stock Exchange.