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Melrose Industries
Melrose Industries (MRO) investor relations material
Melrose Industries H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary27 Feb, 2026
Executive summary
Achieved strong 2025 performance with 8% revenue growth to £3.6bn and 23% increase in operating profit to £647m, driven by Engines and Defence segments.
Completed multi-year transformation, focusing on core aerospace and defense, exiting non-core businesses, and rationalizing footprint from over 50 to around 30 sites.
Delivered positive free cash flow of £125m, a £199m improvement year-over-year, marking a key inflection point.
Announced a new £175 million share buyback program, reflecting confidence in achieving 2029 targets.
Positioned for growth with strong demand across civil and defense, record order backlogs, and leading positions on major aircraft and engines.
Financial highlights
Group revenue up 8% year-over-year to £3,589m, led by 15% growth in Engines and 3% in Airframes.
Operating profit rose 23% to £647m; margins up 240bps to 18%.
EPS increased 25% to 32.1p per share; final dividend proposed at 4.8p, full-year up 20% to 7.2p.
Free cash flow of £125m, £200m higher than prior year, with strong trade working capital performance.
Net debt at £1,407m, leverage at 1.8x net debt/EBITDA.
Outlook and guidance
2026 revenue guidance: £3.75–£3.95bn (midpoint ~10% growth), with Engines driving growth.
Operating profit guidance: £700–£750m (midpoint ~16% growth), margin ~19%.
Free cash flow guidance for 2026: £150–£200m, weighted to H2; leverage to remain below 2.0x.
Targeting £5bn revenue, 24%+ operating margin, £1.2bn+ operating profit, and £600m free cash flow by 2029.
Committed to growing annual dividend and launching a £175m share buyback.
GTF cash positive inflection point details
Dutch site operational issue impact & resolution?
Additive fabrication: 2029 profit & contracts?
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Next Melrose Industries earnings date
H1 202631 Jul, 2026
Melrose Industries
Next Melrose Industries earnings date
H1 202631 Jul, 2026
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Frequently asked questions
Melrose Industries PLC is a United Kingdom-based investment company specializing in acquiring, improving, and selling manufacturing businesses. The company focuses on identifying underperforming industrial businesses, implementing operational and strategic enhancements, and generating value through eventual disposals. Melrose operates across various sectors, including aerospace, automotive, and energy. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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