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Volex PLC (DE:64K)
FRANKFURT:64K
Germany Market

Volex plc (64K) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 05, 2026
TBA (Confirmed)
Period Ending
2027 (Q2)
Consensus EPS Forecast
Last Year’s EPS
0.17
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2026
Earnings Call Date:Jun 25, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial performance: record revenue, substantial organic growth, margin expansion above guidance, doubled data center revenues, improved returns (ROCE 21%) and reduced leverage (0.8x). Management set an ambitious, clearly articulated medium-term plan to reach $2 billion revenue and 12% operating margin. Key risks were acknowledged—customer concentration in data centers, declines in Consumer Electricals and Medical (destocking), higher working capital, and some macro pressures (freight, inflation, FX), as well as residual selling related to the AIM-to-Main move and elevated acquisition valuations. Overall, the positives (robust growth, margin and cash/return metrics, strategic clarity and momentum) materially outweigh the identifiable challenges.
Company Guidance
Volex's guidance set a clear medium‑term target to reach $2.0bn of revenue at a 12% underlying operating margin (implying roughly $240m of underlying operating profit), driven by about $500m of organic growth plus ~$300m from disciplined capability‑led acquisitions; this implies ~200bps of margin expansion from FY26's 10.2% (FY26 revenue $1.243bn, organic growth 14.2%, underlying operating profit $127.3m, underlying EBITDA $164m up 22%, ROCE 21%, underlying basic EPS $0.435 up 20%). Capital allocation priorities remain organic first, then selective M&A (post‑acquisition ROCE target ≥15% within two years and ~15% operating margin threshold), with typical capex of 3–4% of revenue (FY26 capex $35m, 2.8% of revenue; projects target <2‑year payback), cash conversion 63.9% (pre‑capex >90%), free cash flow $42m, and covenant leverage 0.8x. Near‑term guidance: trading into FY27 is “strong and in line” with expectations, data‑center demand was sustained into Q1 FY27, Medical should stabilise in FY27, and the company expects further margin improvement from site rationalisation and centres of excellence.
Record Revenue and Strong Organic Growth
Revenue of $1.243 billion, up 14.4% year-on-year (organic growth 14.2%), delivering the five-year plan a full year early and surpassing the $1.2 billion target.
Margin Expansion and Profitability Improvement
Underlying operating profit of $127.3 million (≈ +20% YoY) and underlying operating margin improved to 10.2% from 9.8%, exceeding the prior 9%-10% guidance range.
Strong Returns and Earnings Per Share
Return on capital employed improved to 21%; underlying basic EPS was $0.435, up 20% year-on-year.
Robust Cash Generation and EBITDA Growth
Underlying EBITDA of $164 million, up 22% YoY; underlying free cash flow of $42 million (consistent with prior year); pre-capex cash conversion over 90%.
Outstanding Complex Industrial / Data Center Performance
Complex Industrial Technology grew organically 56.3% to $382.9 million, with data center revenue doubling year-on-year and sustained demand into FY 2027 Q1.
Strong Off-Highway and EV Progress
Off-Highway organic growth 20% to $279.3 million driven by defense program wins and North American ramp; EV & Electrification organic growth 4.8% to $181.8 million with new integrated charging program contributions and adjacencies (energy storage).
Financial Discipline and Capital Position
Capital expenditure of $35 million (2.8% of revenue), covenant leverage reduced to 0.8x (from 1.0x) providing headroom for growth and disciplined capital allocation priorities (organic growth, selective M&A, progressive dividend, share buybacks for incentives).
Clear Medium-Term Targets
New medium-term plan targeting ~$2 billion revenue and a 12% underlying operating margin (~200 bps margin expansion), with an expected mix of ~$500 million organic growth and ~$300 million from capability-led acquisitions.

Volex plc (DE:64K) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:64K Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 05, 2026
2027 (Q2)
- / -
0.172
Jun 25, 2026
2026 (Q4)
- / 0.18
0.217-18.38% (-0.04)
Nov 12, 2025
2026 (Q2)
0.19 / 0.17
0.13229.80% (+0.04)
Jun 26, 2025
2025 (Q4)
0.16 / 0.16
0.09472.90% (+0.07)
Nov 15, 2024
2025 (Q2)
0.15 / 0.13
0.156-15.17% (-0.02)
Jun 26, 2024
2024 (Q4)
- / 0.13
0.126-0.93% (>-0.01)
Nov 23, 2023
2024 (Q2)
- / 0.16
0.1229.93% (+0.04)
Jun 22, 2023
2023 (Q4)
- / 0.13
0.07374.19% (+0.05)
Nov 09, 2022
2023 (Q2)
- / 0.12
0.1145.38% (<+0.01)
Jun 23, 2022
2022 (Q4)
- / 0.07
0.13-44.14% (-0.06)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:64K Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jun 25, 2026
€6.70€6.75+0.75%
Nov 12, 2025
€4.10€4.16+1.46%
Jun 26, 2025
€3.56€4.29+20.56%
Nov 15, 2024
€3.97€3.71-6.45%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Volex PLC (DE:64K) report earnings?
Volex PLC (DE:64K) is schdueled to report earning on Nov 05, 2026, TBA (Confirmed).
    What is Volex PLC (DE:64K) earnings time?
    Volex PLC (DE:64K) earnings time is at Nov 05, 2026, TBA (Confirmed).
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          What is the P/E ratio of Volex PLC stock?
          The P/E ratio of Volex plc is N/A.
            What is DE:64K EPS forecast?
            Currently, no data Available