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Halma (HLMA) investor relations material
Halma Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary25 Sep, 2025
Executive summary
Strong progress in the first half, with revenue growth guidance raised to low double-digit organic constant currency growth for the full year, up from upper single-digit guidance.
Growth driven by robust performance in photonics within the Environmental & Analysis Sector and supported by order intake ahead of both revenue and the prior year.
Continued strategic investment in organic growth and acquisitions, with two acquisitions completed and a healthy pipeline.
Financial highlights
Full year revenue growth guidance increased to low double-digit organic constant currency percentage.
Adjusted EBIT margin expected to be modestly above the middle of the 19-23% target range.
Strong underlying cash generation, with full year cash conversion expected to align with the 90% KPI.
Sterling appreciation expected to have a negative currency translation effect, with an estimated £74m negative revenue and £17m negative profit impact for FY26 compared to FY25.
Outlook and guidance
Revenue growth guidance raised due to stronger-than-expected photonics growth.
Adjusted EBIT margin guidance unchanged, remaining above the midpoint of the target range.
Full year cash conversion expected to meet the 90% KPI.
Negative currency translation effects anticipated to persist in the second half.
Quantify FY26 profit impact from currency
Assess AAI's revenue contribution before disposal
What drove H1 working capital investment?
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H1 25/2620 Nov, 2025
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Frequently asked questions
Halma plc operates a group of technology companies that provide safety, health, and environmental solutions. The company’s subsidiaries develop products for hazard detection, life protection, water analysis, and medical diagnostics. It serves industrial, healthcare, and infrastructure markets globally. The company is headquartered in Amersham, United Kingdom, and its shares are listed on the LSE.
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