GB Group (LON:GBG) Announces Earnings Results

GB Group (LON:GBG) issued its quarterly earnings results on Tuesday. The company reported GBX 19.20 earnings per share (EPS) for the quarter, Digital Look Earnings reports. GB Group had a net margin of 3.22% and a return on equity of 1.53%. The business had revenue of £285.04 million for the quarter.

Here are the key takeaways from GB Group’s conference call:

• GBG delivered FY 2026 results in line with guidance, with revenue of £285 million, 3.2% constant-currency growth, and adjusted operating profit of £67.5 million. Management said the second half accelerated, with core segments growing 5.7%.
• The company said it achieved all five of its second-half priorities, including a return to growth in the Americas, more than 100 GBG Go wins for the year, and £56 million returned to shareholders. It also highlighted continued progress from its new global operating model.
• Management raised its medium-term ambition to 7%–9% revenue growth and above 24% margin, citing momentum in identity, location, and GBG Go. For FY 2027, it guided to mid-single-digit revenue growth with margins temporarily lower due to a £6 million one-off investment.
• The Americas business showed meaningful improvement, with new business up 3x year on year, activation 50% faster, and Q4 returning to growth. GBG also said a new strategic partnership with Equifax should strengthen its U.S. data advantage and support pricing power.
• GBG Go and related AI products were presented as the main growth engines, with early traction including the Uber win, a pipeline of 225+ qualified leads, and the launch of Foresight and GBG for Agents. Management framed these products as enabling higher retention, more cross-sell, and future platform retirements.

GB Group Price Performance

LON:GBG opened at GBX 200.05 on Wednesday. GB Group has a one year low of GBX 185.05 and a one year high of GBX 285. The company has a debt-to-equity ratio of 16.35, a quick ratio of 0.74 and a current ratio of 1.07. The firm has a market cap of £464.04 million, a price-to-earnings ratio of 55.57, a PEG ratio of 173.40 and a beta of 0.00. The firm’s fifty day moving average is GBX 213.28 and its two-hundred day moving average is GBX 224.43.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Berenberg Bank reissued a “buy” rating and issued a GBX 290 target price on shares of GB Group in a research report on Thursday, April 23rd. Stifel Nicolaus reiterated a “hold” rating and set a GBX 265 price target on shares of GB Group in a research note on Wednesday, April 22nd. Shore Capital Group reissued a “buy” rating on shares of GB Group in a report on Wednesday, April 22nd. Canaccord Genuity Group reduced their price objective on GB Group from GBX 400 to GBX 365 and set a “buy” rating for the company in a research note on Wednesday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a GBX 415 target price on shares of GB Group in a report on Wednesday. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of GBX 337.50.

GB Group Company Profile

GBG is a global identity technology business, enabling safe and rewarding digital lives for genuine people, everywhere.

For over 30 years, we have combined global data with our innovative technology to make sure that genuine people everywhere can digitally prove who they are and where they live.

We are an essential ingredient that protects against digital crime, strengthens business resilience and drives responsible growth, at scale, across a diverse range of sectors. Today, our team of over 1,100 people serve more than 20,000 customers globally.