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RS Group (RS1) investor relations material
RS Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary6 Nov, 2025
Executive summary
Delivered financial outcomes in line with expectations amid challenging but stabilizing markets, with strategic and operational investments supporting long-term value creation.
Returned to marginal group revenue growth in Q2, with Americas and APAC growth offsetting EMEA decline; continued market share gains in all regions.
Confidence in long-term value creation underpinned by disciplined cost management and capital allocation.
Ongoing restructuring, pricing agility, and cost management supported results; strategic initiatives are improving operational metrics.
Outperformed market in all major product categories and gained share from competitors in Europe.
Financial highlights
Group revenue for H1 2025/26 was £1,403m, down 3% year-over-year (1% like-for-like); adjusted operating profit £122m, down 8% (7% LFL); margin at 8.7%.
Gross margin improved to 43.1% (up 0.4 pts); adjusted free cash flow £86m; cash flow conversion at 107%.
Net debt reduced by £31m to £333m, with net debt/EBITDA at 1.0x.
Interim dividend increased by 2% to 8.7p per share; progressive dividend policy maintained.
Adjusted EPS 17.6p (down 5%); basic EPS up 8% to 17.7p.
Outlook and guidance
Full-year outlook remains unchanged; gross margin expected slightly above 43%; organic investment at lower half of £35–45m range.
Capital expenditure forecast at £50m; effective tax rate c. 26%.
Medium-term targets: revenue growth at twice market rate, mid-teen adjusted operating margins, >80% cash conversion, >20% ROCE.
Integration and cost savings of at least £15m; restructuring/integration costs £10m–£15m.
Depreciation and accruals expected to be weighted to the second half.
Strategic investment impact on operating leverage
Regional market share drivers
Digital platform upgrade: lessons for EMEA
Future margin impact from tech investments
Germany and Mexico market recovery outlook
RS Pro strategy to reach 20-25% revenue share
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Frequently asked questions
RS Group plc is a global distributor of industrial and electronic products and solutions, serving engineers, designers, and maintenance professionals across a wide range of industries. The company offers a comprehensive portfolio of products, including automation and control components, electrical and electronic parts, tools, and consumables. It also provides value-added services such as inventory management, design support, and technical expertise. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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