GB Group (GBG): Profit warning
This situation live
GBG GB Group
Profit warning
profit warning
Directionbelow expectations / warning
Reaction on the day−31%
In 12 months1 statement in the same direction
Company's wordsFirst quarter revenue in Americas Identity was only marginally below our plan, but growth has not improved in the second quarter as we have seen higher than expected volume attrition on a few material customers. ↗
As of 14 Aug 2026 ↗
Since Oct 2023: 661 situations of this kind; median share price +2% six months after they opened
Every step · 1
- 14 Aug 2026 profit warning – First quarter revenue in Americas Identity was only marginally below our plan, but growth has not improved in the second quarter as we have seen higher than... ↗
What is happening
GB Group: Profit warning – profit warning. ['profit warning']
- In short
- GB Group issued a profit warning on 14 Aug 2026; the shares moved −31% on the day.
- Announced
- 14 Aug 2026 · profit warning · -31% on the day
From the company's own announcements. Not investment advice.
Briefing
GB Group in 4 minutes
GBG sells identity-checking, fraud-prevention and address-data software to more than 20,000 customers, from fintechs and gaming firms to Uber. For two years it cut costs, paid down debt and bought back shares while...
- Act 1Rate shock, write-downs and a cost reset
- Act 2Simpler company, GBG Go and a stalled Americas
- Act 3FY26: buybacks, Main Market and a bolt-on
Also at GB Group 2 open
Turnaround plan with targetsAmericas Identity turnaround – Attrition persists; impairment and recovery plan due
Sale process / strategic reviewStrategic options for Global Fraud Solutions – Strategic options under assessment
Insider conviction2 directors buying – £73k in 2 buys · closed
Upgrade / downgrade cycleProfit upgrade – guidance raised · closed
Upgrade / downgrade cycleResults ahead of expectations – ahead of expectations · second in 12 months · closed
GB Group – company page →