Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.34Last Year’s EPS
0.39Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Mixed. The company shows material operational and sales challenges—most notably weaker nominations, later booking patterns, Empiric's near-term underperformance and cost/valuation pressures—but has clear, credible mitigations in motion: meaningful cost savings, technology-driven efficiencies, active disposals and capital recycling, joint‑venture pipeline and a focused repositioning toward higher‑tariff universities. Near‑term earnings and leasing risks remain, but strategic actions could restore growth over the medium term.Company Guidance
Like-for-Like Income and Earnings Growth
Like-for-like income grew 4.9% in 2025 and adjusted earnings increased by 9% year-on-year, with adjusted EPS up 2% to 47.5p (reflecting share count changes).
Record Student and Partner Engagement
Student NPS and higher engagement NPS reached record highs and the business was rated gold by GSLI, reinforcing strong university and student relationships.
Progress on Cost Savings and Synergies
Central staff costs reduced by ~20%; identified GBP 30m of annual cost efficiencies across Unite and Empiric; technology transformation expected to unlock GBP 7m annual savings (GBP 2m realized in 2026) and Empiric synergies target raised from GBP 13.7m to GBP 17m (GBP 9m expected in 2026).
Portfolio Repositioning and High-Tariff Alignment
High-tariff alignment increased to 67% with a medium-term target of 80%; active disposals and joint-venture pipeline to further tilt the portfolio toward high-tariff universities.
Joint Ventures and Development Progress
Two university joint ventures (Newcastle and Manchester) are on site, targeting 4,300 new on-campus beds and attracting third‑party debt at favorable terms (Rothesay, PIMCO).
Capital Recycling and Share Buyback
Announced disposal of St. Pancras Way to USAF (GBP 186m) and launched a GBP 100m share buyback program to return surplus capital; targeting GBP 300m–GBP 400m of disposals in 2026 to recycle capital.
Balance Sheet and Leverage in Target Range
Net debt/EBITDA remains within target range of 6x–7x post-Empiric acquisition and loan-to-value around 30%–35% on a built-out basis; liquidity for new debt remains strong.
Addressable Market Expansion via Empiric
Acquisition of Empiric expands access to higher-tariff and postgraduate-facing stock and increases the addressable market (opportunity to capture HMO share), with integration underway and pipeline for commercial improvements.
UTGPF Earnings History
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
UTGPF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $7.39 | $6.54 | -11.54% |
Jul 29, 2025 | $9.83 | $9.80 | -0.31% |
Feb 25, 2025 | $9.75 | $9.87 | +1.16% |
Jul 23, 2024 | $10.84 | $10.63 | -1.90% |
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 Unite Group plc (UTGPF) report earnings?
Unite Group plc (UTGPF) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is Unite Group plc (UTGPF) earnings time?
Unite Group plc (UTGPF) earnings time is at Jul 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UTGPF EPS forecast?
UTGPF EPS forecast for the fiscal quarter 2026 (Q2) is 0.34.