James Fisher & Sons (6FJ) AI Stock Analysis

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James Fisher & Sons

(Frankfurt:6FJ)

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Positive Factors

Defence growthDefence is showing strong revenue and profit recovery, with growth across submarine rescue, tactical diving vehicles, and military diving. This strengthens the group’s exposure to mission-critical markets and may provide a more durable earnings base than weaker energy activities.

Negative Factors

Energy weaknessThe Energy division remains a material drag, with lower activity in well testing, decommissioning, and other higher-margin services. Delayed project starts and reduced customer spending could keep utilization and profitability under pressure across the next several quarters.

James Fisher & Sons (6FJ) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 231.22M
Dividend Yield: ―
Average Volume (3M): 210
Price to Earnings (P/E): -79.9
Beta (1Y): 0.11
Revenue Growth: -5.60%
EPS Growth: -106.23%
Country: Germany
Employees: 1,947
Sector: Industrials
Sector Strength: 63
Industry: Marine Shipping

James Fisher & Sons Business Overview & Revenue Model

Company Description

James Fisher and Sons plc offers a comprehensive array of marine and specialized engineering services across the globe. Its business is structured into four distinct divisions: Marine Support, Specialist Technical, Offshore Oil, and Tankships. The co...

James Fisher & Sons Earnings Call Summary

Earnings Call Date:Sep 07, 2026(Q2-2026)|% Change Since:6.28%|Next Earnings Date:Mar 10, 2027

Earnings Call SentimentPositive

The call was broadly positive, with strong growth in Defence and Maritime Transport, substantial improvement in group operating profit, stronger order visibility, progress on the turnaround, and unchanged full-year expectations. These positives outweighed the significant Energy division downturn, geopolitical and policy-driven project delays, and the company's continued position below its medium-term margin and ROCE targets.

Positive Updates

Group Revenue and Profit Growth

1H 2026 revenue increased 2.1% year-on-year on a reported basis to just under GBP 196 million, while underlying operating profit increased 27.9% to GBP 14.2 million. Underlying operating margin improved to 7.2%, up 140 basis points year-on-year.

Negative Updates

Energy Division Revenue Decline

Energy revenue declined by GBP 17.7 million, including GBP 8.7 million related to the non-repeating Mozambique contract and GBP 9 million across other product lines. Overall division revenue declined 20.6%.

Company Guidance

The board’s overall expectation for the full year remain unchanged “If we assume no material worsening and disruptions in the energy markets”; good momentum in Defence and Maritime Transport is expected to continue across the second half, while challenging market conditions in Energy are expected to remain through the second half. The company said it will meet consensus, provided the energy market doesn't worsen. Its financial targets are 10% underlying operating profit and 15% ROCE, but it hasn't given a timeline associated with the targets; Defence was at a run rate which brought it close to our 10% UOP target range, and ROCE pre-tax is actually over 13%.

James Fisher & Sons Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

DE:6FJ against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
GB:BBY	80Outperform	GBP 4.02B	15.96	22.88%	1.71%	12.13%	47.64%
GB:HSP	79Outperform	GBP 267.13M	9.05	15.42%	4.56%	32.88%	108.13%
GB:CKN	73Outperform	GBP 1.51B	18.76	14.50%	2.42%	15.10%	2.67%
GB:SRP	68Neutral	GBP 2.72B	18.48	17.55%	1.64%	1.20%	221.80%
Sector *	63Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
GB:BMS	50Neutral	GBP 78.96M	14.27	6.73%	2.81%	12.54%	32.65%

* Industrials Sector Average

Performance Comparison

DE:6FJ and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:6FJ	James Fisher & Sons	5.25	0.87	19.86%
GB:CKN	Clarkson Plc	4710.00	1285.00	37.52%
GB:BBY	Balfour Beatty	846.00	196.32	30.22%
GB:BMS	Braemar Shipping Services	249.00	34.86	16.28%
GB:HSP	Hargreaves Services	878.00	274.96	45.60%
GB:SRP	Serco Group plc	284.00	39.65	16.23%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

James Fisher & Sons AI Stock Analysis