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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.
Informa
Informa (INF) investor relations material
Informa Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary27 Oct, 2026
Executive summary
Nine-month underlying revenue growth was 6.5% excluding non-recurring data contracts; full-year guidance for double-digit underlying adjusted diluted EPS growth was reaffirmed.
Despite Middle East disruption, international breadth and operating flexibility supported performance; absent further KSA contribution in 2026, revenue growth tracks to 3% ± while double-digit underlying earnings growth remains expected.
Financial highlights
Underlying revenue growth was 6.5% for the nine months to 30 September, or 5.4% when non-recurring data contracts are included in the 9M 2025 comparison.
Full-year underlying adjusted diluted EPS growth guidance remains double digit; the measure is at constant FX, adjusted for biennials and non-recurring data contracts, against a 2025 base of 49p.
Outlook and guidance
Full-year revenue guidance remains 6% ± underlying growth under the current outlook; assuming no further 2026 contribution from KSA, revenue growth tracks to 3% ±.
Double-digit underlying earnings growth remains expected assuming no further KSA contribution, excluding in-year dilution from the Clarion acquisition share issuance.
Clarion Events completion is expected within the first two weeks of December; it is expected to join the portfolio for 2027.
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Next Informa earnings date
H2 202611 Mar, 2027
Informa
Next Informa earnings date
H2 202611 Mar, 2027
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Frequently asked questions
Informa plc is a global business intelligence, academic publishing, and events company. The company operates through multiple divisions, including Informa Markets, Informa Connect, Informa Tech, Taylor & Francis, and Informa Intelligence. It provides services such as organizing trade shows, exhibitions, and conferences; offering subscription-based data and market insights; and publishing academic and professional content. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).