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Investor Relations14 Oct 2025
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MJ Gleeson (GLE) investor relations material
MJ Gleeson H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary16 Sep, 2025
Executive summary
Group revenue grew 5.9% to £365.8m, driven by both divisions, but operating profit and profit before tax fell 11.7% to £21.9m due to margin compression in Homes and exceptional costs, partially offset by strong Gleeson Land performance.
Net reservation rate improved 20% year-over-year, with a 51% increase in the forward order book, reflecting stronger sales momentum and growth in partnership agreements.
Project Transform restructuring addressed operational weaknesses, streamlined leadership, and standardized processes, with £1.3m in exceptional costs and early positive results.
1,793 homes sold, up 1.2% year-over-year, with a 4.3% increase in average selling price to £193,600.
Market remains stable but lacks conviction, with steady prices, incentives below 5%, and continued operational challenges.
Financial highlights
Group operating profit before exceptionals was £25.4m, down due to lower Gleeson Homes profit, while Gleeson Land operating profit more than tripled to £7m.
EPS declined 12.7% to GBX 28.9; PBT was £21.9m, 11.7% lower year-over-year; group overheads flat at £3.9m.
Gleeson Homes revenue rose 5.8% to £348.2m, with operating profit before exceptionals down 26.4% to £22.3m and operating margin at 6.4%.
Gross margin in Homes fell 340bps to 20.7%, mainly due to 2.7% build cost inflation, legacy site costs, and higher plot specifications.
Gleeson Land gross profit more than doubled to £11.1m, with seven transactions completed and ROCE at 17.4%.
Outlook and guidance
Current year expected to be in line with expectations, with significant growth anticipated from FY2027 as the land pipeline matures.
Confident in achieving at least 3,000 homes sold per year in the medium term, supported by a robust land pipeline.
Margin recovery in Homes is expected as incentives reduce and new, higher-margin sites come online.
Board maintains total dividend at 11.0p per share, with a final dividend of 7.0p.
Market conditions remain challenging, with no early catalyst for significant recovery, but the business is positioned for stable performance.
What drives Gleeson Homes margin recovery?
Detail Gleeson Land's growth drivers and key risks
Capital needs for 3,000 homes target
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Next MJ Gleeson earnings date
H1 202610 Feb, 2026
Next MJ Gleeson earnings date
H1 202610 Feb, 2026
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Frequently asked questions
MJ Gleeson plc is a UK-based company specializing in low-cost house building and land promotion. Operating through two primary divisions, Gleeson Homes and Gleeson Land, the company focuses on house building in the north of England and Midlands, and the sale of land in the south of England. Gleeson Homes is dedicated to the construction of residential properties, aiming to address the demand for affordable housing. Meanwhile, Gleeson Land is involved in promoting land through the planning system, capitalizing on strategic land development opportunities. The company is headquartered in Sheffield, England, and its shares are listed on the London Stock Exchange.
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