MJ Gleeson

GLE · Main Market · Consumer Products and Services · mcap £167m · 286.0p 1 open situation →

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2026 FY26 guidance and Budget risk 3 directors buying 1 director buying

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FY26 guidance and Budget risk

FY26 delivered; FY27 guided in line

FY26 guidance was cut on 9 June after the Land deferrals and confirmed on 10 July. The final results show adjusted PBT of £10.8m, in line with that reset. The Board now expects FY27 in line with consensus of £18.8m, but current reservations are weaker and the dividend is cut.

FY26 adjusted PBT: £10.8m vs £21.9m; statutory loss before tax £2.7m
FY27 consensus: Adjusted PBT £18.8m (range £17.0m to £20.0m)
Current trading: Open-market reservations 0.44 vs 0.55 in the 9 weeks to 6 September 2026
Dividend: Total 5.0p vs 11.0p; final 1.0p
Land result: Operating loss £0.7m (2025: profit £7.0m); five sales vs seven
In sale process: Four sites with consent for 2,482 plots (2025: six sites, 1,252 plots)

Next: FY2027 delivery against consensus

15 Sep 2026 Sales deferred; timing still unclear
10 Jul 2026 Still deferred into FY2027; timing uncertain
9 Jun 2026 Delayed into H1 FY2027; most conditions agreed
1 May 2026 Highways accepted technical solution; approval pending

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Closed · 2

Insider conviction3 directors buying £120k in 5 buys · 4 Jun 2025 – 21 Dec 2025 −2% Insider conviction1 director buying £40k in 1 buy · 12 Feb 2025 – 13 May 2025 −28%

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