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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.
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.
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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
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Frequently asked questions
PensionBee Group PLC is an online pension provider that specializes in offering direct-to-consumer pension services. The company leverages technology to enable customers to consolidate their pensions into a single plan, invest in a variety of online plans, and make predictions about their retirement savings. Furthermore, PensionBee offers tools for customers to forecast their expected savings by retirement and to withdraw funds from the age of 55. Customers can easily transfer their existing pensions into the PensionBee Personal Pension, make one-off or regular contributions, and utilize a retirement calculator to plan their retirement income based on various assumptions. PensionBee Group PLC is headquartered in London, United Kingdom, and its shares are listed on the London Stock Exchange.