)
)
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.
PensionBee Group
PensionBee Group (PBEE) investor relations material
PensionBee Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary21 Oct, 2026
Executive summary
AUA rose 29% YoY to a record £9.0bn, with quarterly gross inflows of £426m and net flows of £220m; invested customers increased 13% to 337,000.
Q3 revenue grew 31% YoY to £14.8m; LTM Group Adjusted EBITDA reached £2.4m, as revenue growth and operational leverage supported profitability.
Financial highlights
Q3 Group revenue was £14.8m, up 31% YoY; LTM revenue increased 36% to £53.6m and annual run rate revenue rose 26% to £58.6m.
Q3 Group Adjusted EBITDA was £1.1m versus £1.3m a year earlier; LTM Adjusted EBITDA increased to £2.4m from £0.1m.
Group cash was £30.6m at September 2026, versus £33.3m a year earlier.
Outlook and guidance
Existing framework, assuming relative market stability, targets Group revenue above £100m by year-end 2029 and above £250m by year-end 2034.
Adjusted EBITDA margin objectives are c.20% by year-end 2029 and c.50% by year-end 2034.
UK plans to maintain increased marketing investment and launch an enhanced retirement planner; US continues to build its B2B channel and improve its direct customer experience toward $1bn AUA.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from PensionBee Group
- 40% revenue growth and first-time DTA recognition led to £8.2m post-tax profit and positive EPS.PBEE
H1 2026 - AUA up 37% to £8.6bn, revenue up 40%, UK profitable, US expansion and AI boost efficiency.PBEEQ2 2026 TU
- Q1 2026 saw 38% revenue growth, UK profitability, and record AUA with strong retention.PBEEQ1 2026 TU
- AUA, revenue, and profitability surged, with strong customer growth and retention above 95%.PBEEH2 2025
- 27% AUA growth, 34% Q4 revenue rise, and high retention rates drive strong outlook.PBEEQ4 2025 TU
- Accelerates global growth with scalable tech, strong brand, and ambitious US expansion.PBEECMD 2024
- AUA up 41% to £5.5bn, revenue up 37%, and U.S. entry boosts growth and profitability.PBEEQ3 2024 TU
- 40% AUA growth, positive EBITDA, and US launch highlight a strong Q2 performance.PBEEQ2 2024 TU
- Achieved profitability, strong growth, and U.S. expansion, supported by £20m capital raise.PBEEQ4 2024 TU
Next PensionBee Group earnings date
Q4 2026 TU20 Jan, 2027
PensionBee Group
Next PensionBee Group earnings date
Q4 2026 TU20 Jan, 2027
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
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.
)
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage