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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Taylor Wimpey
Taylor Wimpey (TW) investor relations material
Taylor Wimpey Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary15 Jan, 2026
Executive summary
Delivered robust performance in 2025 despite industry challenges, customer uncertainty from a delayed budget, and challenging market conditions, with increased completions and revenue year-over-year.
Maintained focus on unlocking value, maximizing shareholder returns, and confidence in medium-term positioning and strategy execution.
UK net private reservation rate held steady at 0.75 homes per outlet per week, with a stable 15% cancellation rate year-over-year.
Group revenue rose to approximately GBP 3.8 billion, driven by higher volumes, average selling prices, and land sales.
Ended 2025 with 219 outlets, up from an average of 208, and expect further outlet growth in 2026.
Financial highlights
Total group completions, including joint ventures, reached 11,229; UK home completions (excluding JVs) were 10,614, in the middle of guidance.
UK average selling price was GBP 335,000, slightly below guidance due to mix and higher affordable completions; private completions averaged GBP 374,000.
Order book at year-end valued at circa GBP 1.86 billion, down from GBP 2 billion the previous year.
Group operating profit expected at circa GBP 420 million, with an operating margin of around 11% for 2025, including a 60bps benefit from land sales.
Net cash at year-end was GBP 343 million; expect lower net cash at half-year due to second-half weighting of completions and higher cladding payouts.
Outlook and guidance
Expect 2026 to be more second-half weighted due to a lower opening order book and subdued autumn trading.
Group operating margin anticipated to be lower in 2026 than 2025, reflecting softer pricing on bulk sales and site-specific London transactions.
Low single-digit year-on-year volume growth expected in a stable market, assuming sales rates hold and outlet growth continues.
Average selling price in 2026 likely to benefit from mix, with a potential 2% uplift from 2025 levels.
Full 2026 guidance to be provided after the spring selling season.
Detail 2026 operating margin pressures
How to stimulate first-time buyer demand?
Rationale for smaller site land cash recycling
What is the expected underlying 2026 margin?
Remaining London apartment scheme exposure
Will planning improvements create a buyer's market?
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Next Taylor Wimpey earnings date
H2 202526 Feb, 2026
Taylor Wimpey
Next Taylor Wimpey earnings date
H2 202526 Feb, 2026
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Frequently asked questions
Taylor Wimpey plc is a residential real estate developer engaged in the construction and sale of private and affordable housing. Operating primarily in the United Kingdom and Spain, the company focuses on building a wide range of residential properties, from starter homes to large family houses. Taylor Wimpey plc’s services include land acquisition, design, development, and sales of residential properties. The company is headquartered in High Wycombe, United Kingdom, and its shares are listed on the LSE.
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