Situations

LSTLight Science Technologies Holdings The revenue shortfall is largely attributable to delayed approvals within the Passive... FY2026 guidance cut on PFP delays · Guidance lowered; PFP delays pushing work into FY2027 next: FY2026 results and PFP projects progressing in FY2027 WIZZWizz Air Holdings No guidance for the full year 2027 was given at the Capital Markets Day, however, Wizz... F26 guidance cut · Q2 RASK guided up to flat; no F27 guidance CNCConcurrent Technologies Supported by a record order intake, an increasing conversion of design wins into... FY26 guidance trend · Guidance raised above consensus next: FY26 delivery against raised expectations; busy Q4 IQEIQE IQE remains confident in achieving its FY 2026 guidance of revenue growth in excess of... Guidance upgrades · Guidance reconfirmed after H1 beat next: H2 delivery against FY 2026 guidance TGPTekmar Group Middle East disruption to projects · Prolonged; now deferring Q4 work and awards OMGOxford Metrics FY26 guidance cut · Warning issued 9 October 2026 next: Interim results for 12 months to 30 September 2026 OXBOxford Biomedica FY26 guidance trend · Guidance at lower level, reiterated at H1 next: H2-weighted delivery against £180–200m... ABDPAB Dynamics FY26 guidance reset · Reset guidance met; year-end confirmed next: FY26 full-year results MEGPMe Group International FY 2026 guidance cut · Interims confirm cut guidance; May trading recovering next: H2 trading against £69m-£74m guidance;... SMWHWH Smith FY26 guidance cut and dividend suspension · FY26 PBT confirmed at c.£75m next: Preliminary results and priorities for the year ahead · 12 Nov EVPLEverplay Group plc FY26 guidance upgrades · Second upgrade after July 'in line' next: FY26 results against raised consensus JLPJubilee Metals Group FY2026 copper guidance · Still under review next: Guidance update once steady-state Roan and... VANQVanquis Banking Group 20 Returns guidance reset · ROTE guidance cut; recovery pushed to 2027-28 next: FY26 results: dividend decision and ROTE delivery VSVSVesuvius FY26 guidance downgrade · Cut guidance confirmed at half-year results next: Steel operational issues to be resolved by year-end · 31 Dec CTACT Automotive Group Key customer price dispute · Customer contesting escalation clauses; FY26 PBT range given CAMCamellia Full-year trading outlook · Headwinds; full-year outcome uncertain GNSGenus PIC North America disease · Hitting volumes; FY27 H1 headwind BOKUBoku, Inc FY26 growth slowdown and delays · H1 confirmed; delayed launches now live FORTForterra 2026 guidance and Middle East costs · FY expectations held at consensus; H2 uncertain MCBMcbride Middle East input cost inflation · Q4 FY26 hit absorbed; Q1 FY27 lag expected ACSOaccesso Technology Group Middle East milestone revenue · Milestones still expected in H2 VTYVistry Group Return to net cash · Year-end target cut to broadly neutral cash MTLMetals Exploration Runruno end of mine life · H1 output halved; mining to cease Q4 2026 MIDWMidwich Group Middle East conflict impact · Profitable but on significantly lower volumes CLBSCelebrus Technologies New business and logo wins · Restructure not yet converting; ARR falling GDWNGoodwin Plc Gulf LNG valve delivery delays · Storage invoked, no orders cancelled HTGHunting Middle East conflict exposure · Tender delays now hitting 2026 guidance SNXSynectics New business contract momentum · Energy deals slipping into FY27; FY26 EBITDA top end MYXMyCelx Technologies Corporation Middle East conflict exposure · Award missed FY2026 window; revenue moves to FY2027 JDGJudges Scientific US funding-driven order weakness · Guidance held; CFO departure announced CURYCurrys FY guidance and net cash · Guidance unchanged; consensus £199m IGPIntercede Group FY26 revenue shortfall and FY27 target · H1 revenue +32%, FY27 guidance held DNLMDunelm Group Furniture availability recovery · FY27 guidance held; H1 PBT to be lower VLXVolex Data Centre demand momentum · H1 FY27 Data Centre below H2 FY26, demand strong KMRKenmare Resources (CDI) Value over volume, inventory drawdown · Shipments guidance cut to about 1.05m tonnes EAASeEnergy Group FY2025 revenue slippage into 2026 · Guidance held; FY27 targets first given KRMKRM22 Slower 2026 sales conversion · H1 new ARR £0.3m; post-period ARR £8.4m SKLSkillcast Group ARR growth slowdown · H1 ARR growth 14%; full year slightly lower BILNBillington Holdings 2026 earnings recovery · H1 profit up 70%; record order book AT.Ashtead Technology Holdings Middle East conflict exposure · Guidance cut confirmed; H1 impact reported OTBOn The Beach Group Middle East conflict demand slowdown · demand recovered; conflict still a watch item RATRathbones Group Growth strategy and 30% margin target · Q4 margin target cut to 28.7% CCRC&C Group (CDI) Earnings guidance downgrade and Distribution margin rebuild · H1 profit €43-44m in line; full year on track FOXTFoxtons Group 2026 Sales recovery · Sales downturn continues; no recovery expected PZCPZ Cussons Africa growth plan and guardrails · FY27 Q1 LFL 4.5%; profit expectations unchanged SYS1System1 Group FY26 guidance delivery · FY27 profit guidance raised again to £5.0m EVOKEvoke UK gambling duty increases · Mitigation delivering; over half of H1 hit offset TRITrifast Saudi Arabia expansion · Saudi customer disrupted by Iran conflict; revenue hit expected MPACMPAC Group Order book and 2026 demand · Order book £82.5m; margins still pressured BYITBytes Technology Group FY27 guidance and cost normalisation · Upgraded guidance reiterated at H1 results MGNSMorgan Sindall Group Fit Out profit outperformance · Held; Fit Out target raised to £100-130m RTCRTC Group Ganymede rail and energy contracts · H1 margin and demand pressure confirmed CHHChurchill China Key UK customer insourcing materials · Revenue impact showing in H1 materials sales NAHNAHL Group Lower FY26 Consumer Legal Services outlook · FY26 profit and cash now above market expectations DXRXDiaceutics FY 2026 revenue growth guidance · On track; visibility 107% of consensus at 31 August RWARobert Walters Market recovery and 2026 NFI · Q3 net fees up 1%; result at least in line GLVGlenveagh Properties (CDI) Land sales programme · 2026 guidance cut to about €20m FINFinseta PLC Growth investment and return to cash generation · Growing, curtailed by Middle East conflict SHISIG Vision 2030 and portfolio review · Succession set; CFO search under way RBNRobinson 2026 profit guidance · 2026 confirmed; FY2027 flat before mitigation NXQNexteq Gaming customer consolidation volume loss · Costs still hitting demand and cash NEWSPathos Communications plc Post-IPO growth investment · Payback under way; FY26 revenue expectations raised ZINZinc Media Group Medium-term £50m revenue, £5m EBITDA targets · FY26 guidance cut to £38m revenue, £1.4m EBITDA DSCVDiscoverie Group Organic growth recovery after destocking · H1 orders +22% organic; earnings running ahead ATGAuction Technology Group FY26 guidance delivery · Revenue guidance raised again to 5.5-6.5% SAASMicrolise Group OEM customer order weakness · Non-recurring revenue timing risk persists SAAM&C Saatchi FY25 guidance and FY26 recovery · H1 weak, Q2 growth; FY in line TRCSTracsis UK rail funding and procurement headwinds · Persisting; timing of recovery uncertain BREEBreedon Group Market recovery timing · US and Ireland growing; GB still declining LIOLiontrust Asset Management Net outflows and return to inflows · Outflows narrowing; retail outflows persist PAYPayPoint InPost/Yodel network harmonisation impact · Parcel business still rebasing CMLCML Microsystems Second-half recovery · H2 revenue recovered; year still loss-making at operating level GENGenuit Group Subdued market and profit guidance · FY26 expectations unchanged; H1 profit in line GLEMJ Gleeson FY26 guidance and Budget risk · FY26 delivered; FY27 guided in line ASCASOS Multi-year turnaround · GMV back in growth in Q4; guidance raised SSTYSafestay FY2025 pricing pressure · H1 weak; forward bookings down 21% DIADialight Transformation Plan · Second profit upgrade; Q2 ahead of targets CHGChemring Group UK Government order placement delays · Near-term disruption continues; DIP awaited JDWWetherspoon (J.D.) Budget and cost pressures · FY26 profit fell 28%; FY27 guided in line CRUCoral Products Post-restructuring recovery under new management · Recovery stalled; Q1 FY27 profit well below budget PDLPetra Diamonds Ltd. Updated business plan execution · Section 189A ongoing; guidance suspended RSGResolute Mining Limited Mali supply chain and operating risk · Guidance cut again; recovery still unproven ENOGEnergean Israel production disruptions · Recovered; H1 Israel accounts show resilience ALUAlumasc Group H2-weighted FY25/26 recovery · FY26 delivered at £10.0m; FY27 start positive SHOEShoe Zone Subdued consumer demand and UK Budget · Guidance of loss of no more than £1.0m maintained NEXSNexus Infrastructure Return to growth and profitability · Profit warning; loss of c.£1.0m vs consensus profit CSCChesterfield Special Cylinders Holdings plc FY25 results and FY26 earnings growth · Flat guidance reconfirmed; modest FY27 growth XPFXP Factory FY26 EBITDA guidance cut; FY27 consolidation year · New post-Boom FY27 targets set