Zotefoams (ZTF) Q4 2025 TU earnings summary

Executive summary

• Full year revenue reached £158.5m, up 7.2% year-over-year and ahead of consensus expectations.

• Adjusted profit before tax hit a record £21.1m, up 37.9% from the prior year and above market forecasts.

• Strong Q4 performance contributed to exceeding market expectations for both revenue and profit.

Financial highlights

• Revenue increased to £158.5m from £147.8m in 2024.

• Adjusted profit before tax rose to £21.1m from £15.3m in 2024.

• Outperformed compiled consensus expectations of £155.2m revenue and £20.5m adjusted profit before tax.

Outlook and guidance

• Anticipates moderation in footwear demand in 2026 as inventory requirements normalize.

• Asia region expected to grow in importance with the new Vietnam facility coming online.

• Preliminary results for 2025 to be published in March 2026.