On The Beach Group

OTB · Main Market · Travel and Leisure · mcap £233m · 174.0p 2 open situations →

EV: £270m
EV / EBIT: 16.2x
Net debt: £27.5m
FCF yield: 15.9%
Revenue: £114m
Cash returned: 16.8%
Share price 1y: −22%
Insiders 12m: sold £1.0m
Next report: 1 Dec ●

On The Beach sells beach and city package holidays online, bundling flights, hotels and transfers for mainly UK customers. It earns a margin on each booking and has been shifting its focus to its consumer brands and app.

Timeline · every situation

dots = announcements

202420252026 Middle East conflict demand slowdown 1 director buying 3 directors buying Buyback programme 2 directors buying 4 directors buying Buyback programme 3 directors buying

Open · 2

Upgrade / downgrade cycle◷ in 35 days

Middle East conflict demand slowdown

demand recovered; conflict still a watch item

Next: FY26 full-year results · 1 Dec 2026

24 Sep 2026 demand recovered; conflict still a watch item
12 May 2026 Guidance reinstated lower; demand stabilised, still subdued
12 Mar 2026 FY26 guidance suspended; impact unquantified

Open the full view – chart and every step →

Insider conviction

1 director buying

£872k in 1 buy

8 Oct 2026 A director £872k

Open the full view – chart and every step →

Closed · 6

Insider conviction3 directors buying £69k in 3 buys · 5 Dec 2025 – 5 Mar 2026 −32% Capital returnBuyback programme went quiet · 24 Sep 2025 – 24 Sep 2025 −35% Insider conviction2 directors buying £42k in 2 buys · 20 May 2025 – 15 Sep 2025 −22% Insider conviction4 directors buying £6,901k in 4 buys · 3 Dec 2024 – 13 Mar 2025 +52% Capital returnBuyback programme went quiet · 3 Dec 2024 – 3 Dec 2024 +52% Insider conviction3 directors buying £115k in 3 buys · 6 Dec 2023 – 5 Mar 2024 +4%

Company filings. Not investment advice.