Volex (VLX): Profit upgrade
This situation live
VLX Volex
21 Jan 2026 · guidance raised · +13% on the day · +2% until the next step
Demand from Data Centre customers has been particularly strong, driven by sustained investment in AI and digital infrastructure.
25 Mar 2026 · guidance raised · +8% on the day · +18% until the next step
Our performance during the period is testament to the exceptional business we have built and the acceleration in our Data Centre business this year is a direct consequence of the strategic investments
25 Jun 2026 · guidance raised · -5% on the day · +2% until the next step
FY2026 was a defining year for Volex. We delivered our five-year plan, set out in June 2022, a full twelve months ahead of schedule.
19 Oct 2026 · guidance raised · fourth in 12 months · −5% since
The Board expects FY2027 underlying operating profit to be towards the upper end of current market expectations.
Profit upgrade
guidance raised · fourth in 12 months
Directionahead of expectations / raised
Reaction on the day−12%
In 12 months4 statements in the same direction
Company's wordsThe Board expects FY2027 underlying operating profit to be towards the upper end of current market expectations. ↗
As of 19 Oct 2026 ↗
Since Oct 2023: 1145 situations of this kind; median share price +0% six months after they opened
Next: next-generation higher-speed products ramp up during FY2028
Every step · 4
- 21 Jan 2026 guidance raised · +13% on the day – Demand from Data Centre customers has been particularly strong, driven by sustained investment in AI and digital infrastructure. ↗
- 25 Mar 2026 guidance raised · +8% on the day – Our performance during the period is testament to the exceptional business we have built and the acceleration in our Data Centre business this year is a... ↗
- 25 Jun 2026 guidance raised · -5% on the day – FY2026 was a defining year for Volex. We delivered our five-year plan, set out in June 2022, a full twelve months ahead of schedule. ↗
- 19 Oct 2026 guidance raised · fourth in 12 months – The Board expects FY2027 underlying operating profit to be towards the upper end of current market expectations. ↗
What is happening
Volex: Profit upgrade – guidance raised · fourth in 12 months. ['guidance raised · fourth in 12 months']
- In short
- Data Centre demand drove two FY26 upgrades (Jan and Mar 2026); FY26 revenue $1,242.6m with Data Centre about doubling. The 19 Oct 2026 update says H1 FY27 Data Centre revenue was well ahead of the prior year but below H2 FY26, as supply conditions normalised and the temporary share gain faded. Underlying demand remains strong; next-generation products are due to ramp in FY2028.
- Announced
- 21 Jan 2026 · guidance raised · +13% on the day
- Latest
- 19 Oct 2026 · guidance raised · -12% on the day
- H1 FY27 Data Centre
- Well ahead of prior year, below H2 FY2026
- Reason
- Temporary extra share while other suppliers were supply constrained; supply conditions have normalised
- Next catalyst
- Next-generation higher-speed products expected to ramp up during FY2028
- Group growth
- Organic constant currency at least 21% in H1, vs 28% in first four months
What comes next
next-generation higher-speed products ramp up during FY2028.
From the company's own announcements. Not investment advice.
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Upgrade / downgrade cycleProfit upgrade – guidance raised · closed
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