Want to see GB:KGF full AI Analyst Report?
Kingfisher (KGF) AI Stock Analysis
Kingfisher
(LSE:KGF)
The score is driven primarily by solid underlying financial footing (strong cash generation and manageable leverage) and a notably positive earnings update with upgraded profit and free-cash-flow guidance. These positives are tempered by a weaker longer-term profitability trend and technical indicators that look stretched after the recent run-up, while valuation appears broadly neutral with a supportive dividend.
Kingfisher (KGF) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- GBP 5.73B
- Dividend Yield
- 3.52%
- Average Volume (3M)
- 5.34M
- Price to Earnings (P/E)
- 20.1
- Beta (1Y)
- 1.32
- Revenue Growth
- 1.24%
- EPS Growth
- 69.63%
- Country
- UK
- Employees
- 69,720
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Home Improvement
Kingfisher Business Overview & Revenue Model
Company Description
Kingfisher plc, along with its associated companies, is a prominent supplier of products and services for home improvement, concentrating its operations primarily in the United Kingdom, Ireland, and France, while also engaging in international market...
How the Company Makes Money
Kingfisher makes money primarily by retailing home improvement goods and services through its store network and online channels. The core revenue stream is product sales across categories such as building materials, tools and hardware, kitchens and b...
Kingfisher Earnings Call Summary
The call was strongly positive overall. Kingfisher reported profit, earnings per share and cash-flow growth, upgraded full-year profit and free-cash-flow guidance, gained momentum in Trade, e-commerce, Marketplace, Poland, Iberia and Screwfix, and highlighted continued margin and cost discipline. These strengths outweighed challenges from softer DIY and bathroom demand, weather disruption, Brico Depot France's decline, operating-cost inflation and the developing profitability of Screwfix France.
Q2-2027 Updates
Positive Updates
Negative Updates
Company Guidance
Management said its assumptions for the second half remain largely unchanged, including a mixed consumer environment, a limited impact from events in the Middle East on energy and freight costs, rational pricing behavior and maintaining competitive prices while managing gross margin and cost effectively; it upgraded adjusted profit before tax guidance to a range of GBP 595 million to GBP 635 million, an increase of GBP 20 million at the midpoint, and free cash flow guidance by GBP 20 million to between GBP 480 million and GBP 520 million. The target is 30% e-commerce penetration across Kingfisher, with Screwfix France opening another 3 stores in the second half, bringing the total store count to 37, and management said Poland’s profit margin will improve in the coming years; Screwfix France could ultimately expand to 600 stores broadly, but management said it needs to be patient and is prioritizing proof over pace and repeatable, profitable economics.
Kingfisher Financial Statement Overview
Summary
Cash flow is a clear strength (strong free cash flow and solid operating cash flow), and leverage looks manageable with a stable equity base. Offsetting this, profitability has weakened materially from 2022 highs and net margins have been thin, indicating reduced earnings resilience.
Income Statement
54NeutralBalance Sheet
68PositiveCash Flow
72Positive| Breakdown | TTM | Jan 2026 | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 13.00B | 12.95B | 12.78B | 12.98B | 13.06B | 13.18B |
| Gross Profit | 5.00B | 4.93B | 4.76B | 4.78B | 4.79B | 4.93B |
| EBITDA | 1.32B | 1.30B | 1.09B | 1.25B | 1.32B | 1.71B |
| Net Income | 298.00M | 245.00M | 185.00M | 345.00M | 471.00M | 843.00M |
Balance Sheet | ||||||
| Total Assets | 11.42B | 11.40B | 11.44B | 11.90B | 12.10B | 12.35B |
| Cash, Cash Equivalents and Short-Term Investments | 412.00M | 465.00M | 297.00M | 360.00M | 286.00M | 823.00M |
| Total Debt | 2.34B | 2.34B | 2.32B | 2.48B | 2.56B | 2.39B |
| Total Liabilities | 5.31B | 5.24B | 5.10B | 5.30B | 5.44B | 5.57B |
| Stockholders Equity | 6.11B | 6.16B | 6.34B | 6.60B | 6.66B | 6.78B |
Cash Flow | ||||||
| Free Cash Flow | 882.00M | 1.05B | 980.00M | 954.00M | 364.00M | 770.00M |
| Operating Cash Flow | 1.25B | 1.46B | 1.30B | 1.32B | 820.00M | 1.18B |
| Investing Cash Flow | -516.00M | -362.00M | -316.00M | -339.00M | -432.00M | -385.00M |
| Financing Cash Flow | -1.04B | -988.00M | -997.00M | -898.00M | -943.00M | -1.03B |
Kingfisher Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:KGF, the sentiment is Positive. The current price of 351.80 is above the 20-day moving average (MA) of 338.62, above the 50-day MA of 321.01, and above the 200-day MA of 303.56, indicating a bullish trend. The MACD of 9.40 indicates Negative momentum. The RSI at 63.22 is Neutral, neither overbought nor oversold. The STOCH value of 55.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:KGF.
Kingfisher Peers Comparison
Overall Rating
GB:DNLM78Outperform
GB:HWDN74.9Outperform
GB:TPT70Outperform
GB:WIX67Neutral- GB:KGF67Neutral
GB:VIC63Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GB:DNLM | 78Outperform | GBP 1.75B | 11.26 | 99.65% | 8.13% | 3.08% | -0.16% |
| GB:HWDN | 75Outperform | GBP 4.32B | 16.40 | 22.80% | 2.74% | 4.15% | 5.60% |
| GB:TPT | 70Outperform | GBP 70.41M | 13.66 | 89.58% | 8.66% | 8.67% | ― |
| GB:WIX | 67Neutral | GBP 517.86M | 14.55 | 30.64% | 4.67% | 4.21% | 72.12% |
| GB:KGF | 67Neutral | GBP 5.71B | 20.14 | 4.86% | 3.52% | 1.24% | 69.63% |
| GB:VIC | 63Neutral | GBP 269.30M | 16.87 | 24.66% | 2.67% | 7.34% | 169.28% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:KGF | Kingfisher plc | 351.80 | 59.14 | 20.21% | |
| GB:DNLM | Dunelm Group Plc (UK) | 867.00 | -201.63 | -18.87% | |
| GB:HWDN | Howden Joinery | 803.50 | -43.33 | -5.12% | |
| GB:TPT | Topps Tiles | 35.80 | 3.34 | 10.30% | |
| GB:WIX | Wickes Group Plc | 235.50 | 28.53 | 13.78% | |
| GB:VIC | Victorian Plumbing Group Plc | 82.00 | 8.62 | 11.75% |
Kingfisher Corporate Events
Kingfisher Launches Third Tranche of £300m Share Buyback
PositiveKingfisher PLC has launched a third tranche of its share repurchase programme, instructing Morgan Stanley & Co. International Plc to buy ordinary shares for cancellation between now and 15 December 2026. The tranche is capped at £50 million...
Kingfisher lifts profit outlook after resilient first-half performance
PositiveKingfisher reported solid half-year results to 31 July 2026, with total sales including marketplace up 1.6% and like-for-like sales edging higher, driven by increased customer transactions and standout growth at Screwfix, Poland and Iberia. Gross mar...
Kingfisher Names PwC as Next Statutory Auditor After Tender
PositiveKingfisher plc has concluded an external audit tender process and selected PricewaterhouseCoopers LLP as its new statutory auditor for the financial year ending 31 January 2029, subject to shareholder approval at the 2028 Annual General Meeting. The...
Kingfisher Discloses CTO Share Acquisition Under Incentive Plan
NeutralKingfisher has reported a transaction by Chief Technology Officer Chris Blatchford under regulatory disclosure rules. Blatchford acquired 51 ordinary shares at £2.9470 each through the Kingfisher Share Incentive Plan on 15 September 2026, with t...
Kingfisher Adds Shares to LSE Listing Under Employee ShareSave Plan
NeutralKingfisher plc has admitted 128,003 additional ordinary shares of 15 5/7 pence each to trading on the London Stock Exchange’s main market under its existing ShareSave employee share plan. The new shares are fully fungible with existing stock, b...
Kingfisher Advances £300m Buyback with Completion of Second Tranche
PositiveKingfisher has completed the second tranche of its previously announced £300 million share repurchase programme, buying back 16,124,103 shares for cancellation at a total cost of £50 million through Goldman Sachs International. With this st...
Kingfisher Advances £300 Million Share Buyback With Further Share Cancellations
PositiveKingfisher plc has continued to execute its £300 million share repurchase programme, buying back a total of 1,217,790 ordinary shares for cancellation between 1 and 2 September 2026 from Goldman Sachs International in on-exchange transactions. T...
Kingfisher Advances £300m Share Buyback With Further Cancellations
PositiveKingfisher plc has continued executing its £300 million share repurchase programme, buying and cancelling a series of ordinary shares from Goldman Sachs International between 24 and 28 August 2026. The weekly transactions, carried out as on̴...
Kingfisher Confirms Total Voting Rights and Share Capital Structure
PositiveKingfisher has confirmed that its issued share capital comprises 1,648,995,095 ordinary shares, each carrying one vote, with no shares held in treasury. The total number of voting shares now serves as the official reference figure for investors and o...
Kingfisher Advances £300m Share Buyback With Further Share Cancellations
PositiveKingfisher plc reported its latest weekly activity under a £300 million share repurchase programme, confirming the purchase and cancellation of 124,399 ordinary shares between 17 and 21 August 2026 via on-exchange transactions with Goldman Sachs...
Kingfisher CTO acquires shares under incentive plan
NeutralKingfisher plc is a UK-based home improvement retail group operating multiple brands across Europe, selling DIY, building and home renovation products to both consumers and tradespeople. The company is listed on the London Stock Exchange and is a con...
Kingfisher Advances £300m Buyback With Further Share Cancellations
PositiveKingfisher plc has continued executing its £300 million share repurchase programme, buying 124,873 ordinary shares for cancellation between 10 and 14 August 2026 from Goldman Sachs International in on-exchange transactions on the London Stock Ex...
Kingfisher Advances £300m Buyback With Further Share Cancellations
PositiveKingfisher plc has continued executing its £300 million share repurchase programme, buying and cancelling ordinary shares on the London Stock Exchange. Between 3 and 7 August 2026, the company purchased a total of 120,652 shares from Goldman Sac...
Kingfisher Advances £300m Share Buyback With Further Cancellations
PositiveKingfisher plc has continued to execute its previously announced £300 million share repurchase programme, buying back and cancelling ordinary shares over the week of 27 to 31 July 2026. During this period, the company purchased a total of 115,08...
Kingfisher Confirms Total Voting Rights and Share Capital Structure
NeutralKingfisher PLC has confirmed that as of 31 July 2026 its issued share capital comprises 1,649,455,499 ordinary shares, each carrying one voting right and admitted to trading. The company holds no shares in treasury, meaning the full issued share coun...
Kingfisher Discloses Share Transactions by Chief People Officer
NeutralKingfisher has disclosed a transaction by Chief People Officer Kate Seljeflot involving Kingfisher plc ordinary shares, in line with U.K. Market Abuse Regulation requirements. Seljeflot exercised nil-cost options under the company’s Alignment S...
Kingfisher advances £300m buyback with further share cancellations
PositiveKingfisher plc has continued to execute its £300 million share repurchase programme, buying a total of 11,906,163 ordinary shares for cancellation between 20 and 24 July 2026 through on-exchange transactions with Goldman Sachs International. Ove...
Kingfisher Discloses CTO’s Exercise and Sale of Share Options
NeutralKingfisher plc has disclosed a managerial share transaction involving Chief Technology Officer Chris Blatchford, in line with U.K. Market Abuse Regulation requirements. Blatchford acquired 75,000 ordinary shares through the exercise of nil-cost optio...
Kingfisher Advances £300m Buyback With Fresh Share Cancellations
PositiveKingfisher plc has continued to execute its £300 million share repurchase programme, buying and cancelling 2,390,232 ordinary shares from Goldman Sachs International between 16 and 17 July 2026 at volume-weighted average prices just under £...
Kingfisher CTO Reports Share Purchase Under Incentive Plan
NeutralKingfisher plc has disclosed a transaction by its Chief Technology Officer, Chris Blatchford, who acquired 53 ordinary shares under the company’s Share Incentive Plan. The purchase, executed on 15 July 2026 at £2.832 per share on the Londo...
Kingfisher Launches Second £50m Tranche of £300m Share Buyback
PositiveKingfisher plc has launched a second tranche of its share repurchase programme, appointing Goldman Sachs International to conduct a non-discretionary buyback of up to £50 million of shares for cancellation by 15 September 2026. This follows a co...
Kingfisher Adds Shares From Employee Plan to LSE Listing
PositiveKingfisher plc has admitted a further 155,524 ordinary shares to trading on the London Stock Exchange’s Main Market under its existing ShareSave Plan block admission. The newly issued shares, fungible with the existing stock, increase the compa...
Kingfisher Executives Boost Holdings Through Dividend Reinvestment Plans
PositiveKingfisher has disclosed a series of share acquisitions by senior executives under the UK Market Abuse Regulation, involving ordinary shares purchased via dividend reinvestment schemes. The transactions, all executed on 3 July 2026 on the London Stoc...
Kingfisher Confirms Share Capital and Voting Rights for Disclosure Compliance
NeutralKingfisher PLC has confirmed that, as of 30 June 2026, its issued share capital comprises 1,663,721,240 ordinary shares, each carrying one vote and with none held in treasury. This sets the total number of voting shares at 1,663,721,240, establishing...
Kingfisher shareholders back all resolutions at AGM
PositiveKingfisher PLC reported that shareholders at its Annual General Meeting approved all 20 resolutions, including the receipt of the annual report and accounts and the declaration of a final dividend. Investors also backed the directors’ remunerat...
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.
Date of analysis: Sep 23, 2026