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Halma
Halma (HLMA) investor relations material
Halma H1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 25/26 earnings summary20 Nov, 2025
Executive summary
Achieved record first-half results with 15% revenue growth and 27% EBIT growth, driven by strong organic performance across all sectors and premium growth in Photonics, despite varied market and geopolitical conditions.
On track for the 23rd consecutive year of record profit and 47th year of dividend increases of 5% or more, reflecting confidence in the long-term business model.
Two acquisitions completed for £129m, one major disposal, and continued strategic investment in R&D and talent to support future growth.
Financial highlights
Revenue rose 15.2% year-over-year to £1,237.4m; organic revenue up 17.6%, with acquisitions contributing 1.6% and a currency headwind of 3.2%.
Adjusted EBIT increased 27% to £282m, with margin up to 22.8% (up 210bps); EBIT grew 22.8% organically, and acquisitions contributed 3.1% to EBIT.
Adjusted profit before tax up 29.3% to £270.5m; statutory profit before tax up 39.0% to £241.8m.
Adjusted EPS up 28.6% to 55.32p; interim dividend per share increased 7% to 9.63p.
Cash conversion at 79% due to high investment, expected to normalize to 90% by year-end.
Outlook and guidance
Full-year guidance upgraded for the second time, now expecting mid-teens organic constant currency revenue growth and an adjusted EBIT margin of around 22%.
Group order intake remains ahead of revenue and prior year, with premium growth in Photonics expected to continue as a tailwind into FY 2027.
Management remains confident in delivering strong growth and returns despite ongoing market and macroeconomic uncertainty.
Future strategy for hyperscaler customer demand
H2 cash conversion plan to meet 90% KPI
USA Safety sector growth drivers for H2
Photonics diversification strategy beyond key customer?
Safety sector margin sustainability outlook?
Appetite for larger M&A deals going forward?
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Next Halma earnings date
Q3 2026 TU12 Mar, 2026
Halma
Next Halma earnings date
Q3 2026 TU12 Mar, 2026
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Frequently asked questions
Halma plc operates a group of technology companies that provide safety, health, and environmental solutions. The company’s subsidiaries develop products for hazard detection, life protection, water analysis, and medical diagnostics. It serves industrial, healthcare, and infrastructure markets globally. The company is headquartered in Amersham, United Kingdom, and its shares are listed on the LSE.
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