Logotype for DFS Furniture plc

DFS Furniture (DFS) investor relations material

DFS Furniture H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for DFS Furniture plc
H2 2025 earnings summary25 Sep, 2025

Executive summary

  • Achieved strong FY25 performance with 10.2% group order intake growth year on year and increased market share to 39%.

  • Significant profit growth and reduced leverage, outperforming a slightly declining market.

  • Delivered £53 million in annualized cost savings, surpassing the £50 million target a year ahead of plan.

  • Focused on operational execution, cost control, and customer proposition, resulting in improved customer satisfaction and continued investment in technology, data, and sustainability.

Financial highlights

  • Revenue grew 4.4% year on year to £1,030.3 million; gross sales up 5.8% to £1,388 million.

  • Underlying profit before tax and brand amortization rose by £19.7 million to £30.2 million; reported PBT was £32.9 million, up £34.6 million.

  • Gross margin improved by 70 basis points to 56.5%, with gross profit up £30.9 million to £581.7 million.

  • Free cash flow increased by £72.9 million to £57.8 million, supported by strong trading and disciplined capital expenditure.

  • Net bank debt reduced by £58 million to £107 million; leverage down from 2.5x to 1.4x.

Outlook and guidance

  • Not expecting significant market recovery in the short term, but anticipate profit growth in FY26 through margin progression and cost management.

  • Trading in the first 12 weeks of FY26 in line with expectations; comfortable with consensus PBT forecasts (£39.4 million underlying PBTU (A)).

  • Medium-term targets reaffirmed: £1.4 billion revenue and 8% PBT margin.

  • Plan to expand Sofology showrooms by up to 15 and target £100 million incremental revenue in home segment.

  • Capital investment expected at £24–28 million in FY26, with inflationary headwinds of £15 million.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next DFS Furniture earnings date

Logotype for DFS Furniture plc
H1 202612 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next DFS Furniture earnings date

Logotype for DFS Furniture plc
H1 202612 Mar, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

DFS Furniture plc designs, manufactures, sells, delivers, installs, and retails upholstered furniture in the United Kingdom and Europe. The company retails sofas under the DFS and Sofology brands. It also engages in the contract logistics business. It operates a network of 118 DFS showrooms and 55 Sofology stores. The company also sells its products through websites.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage