Situations

Results and guidance ahead of or below expectations, upgrades and profit warnings.

Friday

1. Profit outlook Robinson RBN£19m new

   2026 profit guidance

   Guidance was lowered in December 2025 and on 20 August 2026 to £2.2m-£2.6m after Middle East cost pressure. On 25 September the Board said 2026 was in line, but a £3.3m-revenue contract would not be renewed.

   Direction below expectations / warningReaction on the day −8%In 12 months 1 statement in the same direction

   Next 2026 results and FY2027 mitigation update 4 Mar · in 128 days −4% since 23 Oct · moved 23 Oct

Thursday

1. Profit outlook Camellia CAM£135m

   Full-year trading outlook

   On 26 Aug Kakuzi flagged 2026 net earnings at least 25% lower, and the H1 results (3 Sep) added El Nino as a headwind.

   Direction below expectations / warningReaction on the day −7%In 12 months 2 statements in the same direction

   Next final 2026 trading result, shaped by Q4 phasing −9% since 26 Aug · moved 22 Oct
2. Profit outlook Essentra ESNT£326m new

   Profit upgrade

   Essentra raised its guidance on 22 Oct 2026; the shares moved +5% on the day.

   Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +5%In 12 months 1 statement in the same direction

   +2% since 22 Oct · moved 22 Oct

Wednesday

1. Profit outlook Hardide HDD£94m

   Profit upgrade

   Hardide said it is trading ahead of expectations on 21 Oct 2026; the shares moved +7% on the day. It is the fourth such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +7%In 12 months 6 statements in the same direction

   +644% since 3 Feb · moved 21 Oct
2. Profit outlook Hercules Plc HERC£30m new

   Profit upgrade

   Hercules Plc raised its guidance on 21 Oct 2026; the shares moved +9% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +9%In 12 months 2 statements in the same direction

   +9% since 21 Oct · moved 21 Oct
3. Profit outlook Serabi Gold SRB£137m new

   Profit warning

   Serabi Gold issued a profit warning on 21 Oct 2026; the shares moved −11% on the day.

   Stage Profit warningDirection below expectations / warningReaction on the day −11%In 12 months 1 statement in the same direction

   −24% since 21 Oct · moved 21 Oct

Earlier this month

1. Profit outlook Cropper (James) CRPR£76m

   Profit upgrade

   Cropper raised its guidance on 20 Oct 2026; the shares moved +14% on the day. It is the third such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +14%In 12 months 3 statements in the same direction

   +184% since 14 Apr · moved 20 Oct
2. Profit outlook Ixico IXI£22m

   Profit upgrade

   Ixico raised its guidance on 20 Oct 2026; the shares moved +10% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +10%In 12 months 2 statements in the same direction

   +26% since 7 Jul · moved 20 Oct
3. Profit outlook Genuit Group GEN£640m new

   Subdued market and profit guidance

   Since Nov 2025 profit guidance has tracked a subdued market. In May 2026 FY26 was guided to the lower end of the £94.7m-£105.5m range, and on 11 Aug H1 came in line.

   Direction below expectations / warningReaction on the day −12%In 12 months 1 statement in the same direction

   Next FY26 results with 2027 outlook 1 Mar · in 125 days −10% since 20 Oct · moved 20 Oct
4. Profit outlook Diales Group Plc DIAL£17m new

   Results ahead of expectations

   Diales Group Plc said it is trading ahead of expectations on 19 Oct 2026; the shares moved +10% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +10%In 12 months 2 statements in the same direction

   −3% since 19 Oct · moved 19 Oct
5. Profit outlook Iofina IOF£90m new

   Results below expectations

   Iofina said it is trading below expectations on 16 Oct 2026; the shares moved −7% on the day.

   Stage Below expectationsDirection below expectations / warningReaction on the day −7%In 12 months 1 statement in the same direction

   −7% since 16 Oct · moved 16 Oct
6. Profit outlook THG THG£630m

   Profit upgrade

   THG raised its guidance on 15 Oct 2026; the shares moved +16% on the day. It is the fourth such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +16%In 12 months 4 statements in the same direction

   +29% since 10 Sep · moved 15 Oct
7. Profit outlook TPXimpact Holdings TPX£90m new

   Profit upgrade

   TPXimpact Holdings raised its guidance on 15 Oct 2026; the shares moved +17% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +17%In 12 months 2 statements in the same direction

   +24% since 15 Oct · moved 15 Oct
8. Profit outlook Dunelm Group DNLM£1,727m

   Furniture availability recovery

   Guidance went from 'in line' in October 2025 to the lower end of consensus in April 2026, then in line with £210m consensus in July. FY26 PBT of £211.0m was flat.

   FY26 PBT £211.0m, flat on FY25Early FY27 significantly softer first six weeks due to hot weather; …

   Next Q2 trading update 14 Jan · in 79 days −8% since 10 Feb · moved 15 Oct
9. Profit outlook XPS Pensions Group XPS£692m new

   Results ahead of expectations

   XPS Pensions Group said it is trading ahead of expectations on 15 Oct 2026; the shares moved +8% on the day.

   Stage Ahead of expectationsDirection ahead of expectations / raisedReaction on the day +8%In 12 months 1 statement in the same direction

   +11% since 15 Oct · moved 15 Oct
10. Profit outlook Vertu Motors VTU£264m

    Profit upgrade

    Vertu Motors raised its guidance on 14 Oct 2026; the shares moved +4% on the day. It is the third such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +4%In 12 months 3 statements in the same direction

    +20% since 24 Jun · moved 14 Oct
11. Profit outlook Thor Explorations Ltd THX£330m new

    Profit warning

    Thor Explorations Ltd issued a profit warning on 14 Oct 2026; the shares moved −9% on the day.

    Stage Profit warningDirection below expectations / warningReaction on the day −9%In 12 months 1 statement in the same direction

    −17% since 14 Oct · moved 14 Oct
12. Profit outlook Marston's MARS£364m

    Profit upgrade

    Marston's raised its guidance on 13 Oct 2026; the shares moved +15% on the day. It is the third such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +15%In 12 months 3 statements in the same direction

    +3% since 21 Jul · moved 13 Oct
13. Profit outlook Caledonia Mining Corporation CMCL£310m

    Profit warning

    Caledonia Mining Corporation issued a profit warning on 9 Oct 2026; the shares moved −4% on the day. It is the second such statement in 12 months.

    Direction below expectations / warningReaction on the day −4%In 12 months 2 statements in the same direction

    −11% since 9 Oct · moved 9 Oct
14. Profit outlook Oxford Metrics OMG£39m

    FY26 guidance cut

    On 17 June 2026 FY26 revenue guidance of c.£56m for the 15 months was confirmed. On 9 October 2026 the Board cut it to £47-51m with an Adjusted EBIT loss of £0.5-3.9m, against market expectations of £56.2m and a £3.0m profit.

    Direction below expectations / warningReaction on the day −6%In 12 months 1 statement in the same direction

    Next Interim results for 12 months to 30 September 2026 +2% since 9 Oct · moved 9 Oct
15. Profit outlook Mincon Group (CDI) MCON£164m

    Profit upgrade

    Mincon Group raised its guidance on 9 Oct 2026; the shares moved +6% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +6%In 12 months 1 statement in the same direction

    −2% since 9 Oct · moved 9 Oct
16. Profit outlook MyCelx Technologies Corporation MYX£12m

    Middle East conflict exposure

    Impact on 2026 business was not assessable in May. In July several large Middle East projects were expected within six months.

    Direction below expectations / warningReaction on the day −20%In 12 months 1 statement in the same direction

    Next Middle East purchase order award for the delayed project −19% since 8 Oct · moved 8 Oct
17. Profit outlook Avon Technologies plc AVON£700m

    Profit upgrade

    Avon Technologies plc raised its guidance on 7 Oct 2026; the shares moved +15% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +15%In 12 months 1 statement in the same direction

    +29% since 7 Oct · moved 7 Oct
18. Profit outlook Celebrus Technologies CLBS£19m

    New business and logo wins

    The go-to-market restructure (Marketing, Sales, Customer Success) was meant to fix FY26's new business shortfall.

    Direction below expectations / warningReaction on the day −40%In 12 months 2 statements in the same direction

    Next H1 FY27 results and presentation 8 Dec · in 42 days −41% since 14 Jul · moved 6 Oct
19. Profit outlook Clarkson CKN£1,525m

    Profit upgrade

    Clarkson raised its guidance on 6 Oct 2026; the shares moved +2% on the day. It is the second such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +2%In 12 months 2 statements in the same direction

    +8% since 3 Aug · moved 6 Oct
20. Profit outlook Quartix Technologies QTX£111m

    Results ahead of expectations

    Quartix Technologies said it is trading ahead of expectations on 5 Oct 2026; the shares moved +3% on the day. It is the third such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +3%In 12 months 3 statements in the same direction

    +2% since 5 Oct · moved 5 Oct
21. Profit outlook RentGuarantor Holdings PLC RGG£174m

    Profit upgrade

    RentGuarantor Holdings PLC raised its guidance on 1 Oct 2026; the shares moved +18% on the day. It is the third such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +18%In 12 months 3 statements in the same direction

    +32% since 2 Sep · moved 1 Oct
22. Profit outlook Saga SAGA£1,165m

    Profit upgrade

    Saga raised its guidance on 30 Sep 2026; the shares moved +23% on the day. It is the third such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +23%In 12 months 3 statements in the same direction

    +28% since 30 Sep · moved 30 Sep
23. Profit outlook NAHL Group NAH£22m

    Lower FY26 Consumer Legal Services outlook

    Earlier guidance flagged notably weaker H2 NAL settlements, with H1 in line. The interims reconfirm lower H2 NAL settlements but now say FY26 profit and cash will be materially above market expectations.

    Amount at stake £1.85m due on or before 15 October 2026Board view FY26 profit and cash generation materially higher than …

    +30% since 27 Jan · moved 30 Sep
24. Profit outlook Marks Electrical Group MRK£51m

    Profit upgrade

    Marks Electrical Group raised its guidance on 30 Sep 2026; the shares moved +8% on the day. It is the second such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +8%In 12 months 2 statements in the same direction

    +8% since 30 Sep · moved 30 Sep
25. Profit outlook Everplay Group plc EVPL£599m

    FY26 guidance upgrades

    The Board only said 'in line' in July, then on 15 Sep said FY26 would be materially ahead of consensus (£175.2m revenue, £50.7m EBITDA).

    Direction ahead of expectations / raisedReaction on the day +7%In 12 months 2 statements in the same direction

    Next FY26 results against raised consensus +11% since 15 Sep · moved 30 Sep
26. Profit outlook Young & Co's Brewery 'A' Shares YNGA£708m

    Profit upgrade

    Young & Co's Brewery 'A' Shares raised its guidance on 30 Sep 2026; the shares moved +8% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +8%In 12 months 1 statement in the same direction

    +38% since 30 Sep · moved 30 Sep
27. Profit outlook Skillcast Group SKL£36m

    ARR growth slowdown

    The delays in decision-making have particularly impacted new business opportunities and resulted in a slowdown in growth in ARR in the first half of the year.

    Next full-year ARR growth, expected slightly below 14% −22% since 29 Apr · moved 30 Sep
28. Profit outlook Smiths News SNWS£195m

    Profit upgrade

    Smiths News raised its guidance on 29 Sep 2026; the shares moved +4% on the day. It is the second such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +4%In 12 months 2 statements in the same direction

    +19% since 29 Sep · moved 29 Sep
29. Profit outlook Tekmar Group TGP£16m

    Middle East disruption to projects

    The 18 June 2026 interims reported Middle East delays, higher costs and deferred Offshore Energy Services activity, with bottlenecks easing.

    Direction below expectations / warningReaction on the day −6%In 12 months 1 statement in the same direction

    −6% since 29 Sep · moved 29 Sep
30. Profit outlook Winvia Entertainment PLC WVIA£292m

    Profit upgrade

    Winvia Entertainment PLC raised its guidance on 28 Sep 2026; the shares moved +15% on the day. It is the fourth such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +15%In 12 months 4 statements in the same direction

    +29% since 27 Jan · moved 28 Sep
31. Profit outlook Character Group CCT£52m

    Profit upgrade

    Character Group raised its guidance on 28 Sep 2026; the shares moved +3% on the day. It is the second such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +3%In 12 months 2 statements in the same direction

    −1% since 28 Sep · moved 28 Sep

September 2026

1. Profit outlook Raspberry PI Holdings (WI) RPI£1,059m

   Profit upgrade

   Raspberry PI Holdings raised its guidance on 24 Sep 2026; the shares moved +20% on the day. It is the fourth such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +20%In 12 months 4 statements in the same direction

   +84% since 13 Jan · moved 24 Sep
2. Profit outlook ASOS ASC£524m

   Profit upgrade

   ASOS raised its guidance on 24 Sep 2026; the shares moved +14% on the day.

   Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +14%In 12 months 1 statement in the same direction

   +2% since 24 Sep · moved 24 Sep
3. Profit outlook System1 Group SYS1£43m

   Profit upgrade

   System1 Group raised its guidance on 24 Sep 2026; the shares moved +8% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +8%In 12 months 2 statements in the same direction

   +2% since 24 Sep · moved 24 Sep
4. Profit outlook Vistry Group VTY£806m

   Return to net cash

   Net debt was £144.2m at end-2025 and the buyback was paused on 13 May 2026 with a target of over £100m net cash. On 24 Sep 2026 net debt at 30 June was £468.8m and the year-end target was cut to broadly neutral cash.

   Next milestone Future distributions reviewed at the half yearBuyback Remaining share buyback paused on 13 May 2026 to prioritise …

   Next Year-end cash position; distributions reconsidered after deleveraging 31 Dec · in 65 days −60% since 4 Mar · moved 24 Sep
5. Profit outlook Chapel Down Group CDGP£73m

   Profit upgrade

   Chapel Down Group raised its guidance on 23 Sep 2026; the shares moved +5% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +5%In 12 months 2 statements in the same direction

   −8% since 23 Sep · moved 23 Sep
6. Profit outlook Fonix Plc FNX£171m

   Profit upgrade

   Fonix Plc raised its guidance on 22 Sep 2026; the shares moved +12% on the day.

   Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +12%In 12 months 1 statement in the same direction

   +4% since 22 Sep · moved 22 Sep
7. Profit outlook Midwich Group MIDW£163m

   Middle East conflict impact

   The business in the Middle East continued to trade profitably despite the disruptions, albeit on significantly lower volumes.

   +23% since 21 Jul · moved 22 Sep
8. Profit outlook Porvair PRV£391m

   Results ahead of expectations

   Porvair said it is trading ahead of expectations on 22 Sep 2026; the shares moved +2% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +2%In 12 months 2 statements in the same direction

   −6% since 22 Sep · moved 22 Sep
9. Profit outlook Oxford Biomedica OXB£622m

   FY26 guidance trend

   In March 2026 OXB guided FY26 revenue of £220–240m and a c.10% EBITDA margin. The 22 Sep 2026 H1 results reiterate guidance given after the August trading update: £180–200m revenue and a mid-single-digit margin ex one-offs …

   FY26 revenue £180–200m constant currency (was £220–240m in March 2026)FY26 EBITDA margin Mid-single-digit % ex one-offs; low-single-digit % reported …

   Next H2-weighted delivery against £180–200m revenue guidance +13% since 22 Sep · moved 22 Sep
10. Profit outlook Craneware CRW£374m

    Profit warning

    Craneware issued a profit warning on 21 Sep 2026; the shares moved −26% on the day. It is the second such statement in 12 months.

    Direction below expectations / warningReaction on the day −26%In 12 months 2 statements in the same direction

    −26% since 3 Jul · moved 21 Sep
11. Profit outlook Accsys Technologies AXS£134m

    Profit warning

    Accsys Technologies issued a profit warning on 21 Sep 2026; the shares moved −12% on the day.

    Stage Profit warningDirection below expectations / warningReaction on the day −12%In 12 months 1 statement in the same direction

    −24% since 21 Sep · moved 21 Sep
12. Profit outlook Resolute Mining Limited RSG£1,137m

    Mali supply chain and operating risk

    Mali security and supply problems cut Syama Q2 output (5 June 2026) and pushed Syama to the lower end of guidance (20 August 2026).

    Direction below expectations / warningReaction on the day −6%In 12 months 2 statements in the same direction

    Next Emulsion plant commissioning; Q4 Syama output of 45-50 koz 30 Nov · in 34 days −14% since 5 Jun · moved 21 Sep
13. Profit outlook The Beauty Tech Group PLC TBTG£504m

    Profit upgrade

    The Beauty Tech Group PLC raised its guidance on 17 Sep 2026; the shares moved +12% on the day. It is the fourth such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +12%In 12 months 5 statements in the same direction

    +118% since 19 Nov · moved 17 Sep
14. Profit outlook Galliford Try GFRD£675m

    Results ahead of expectations

    Galliford Try said it is trading ahead of expectations on 17 Sep 2026; the shares moved +6% on the day. It is the third such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +6%In 12 months 3 statements in the same direction

    +14% since 17 Sep · moved 17 Sep
15. Profit outlook CT Automotive Group CTA£14m

    Key customer price dispute

    CT Automotive Group issued a profit warning on 16 Sep 2026; the shares moved −30% on the day.

    Direction below expectations / warningReaction on the day −30%In 12 months 1 statement in the same direction

    Next update market as discussions conclude and range narrows −41% since 16 Sep · moved 16 Sep
16. Profit outlook Facilities by ADF ADF£11m

    Profit warning

    Facilities by ADF issued a profit warning on 16 Sep 2026; the shares moved −16% on the day.

    Stage Profit warningDirection below expectations / warningReaction on the day −16%In 12 months 1 statement in the same direction

    −22% since 16 Sep · moved 16 Sep
17. Profit outlook Sylvania Platinum Ltd SLP£232m

    Results ahead of expectations

    Sylvania Platinum Ltd said it is trading ahead of expectations on 15 Sep 2026; the shares moved +5% on the day.

    Stage Ahead of expectationsDirection ahead of expectations / raisedReaction on the day +5%In 12 months 1 statement in the same direction

    +6% since 15 Sep · moved 15 Sep
18. Profit outlook Cerillion CER£207m

    Profit warning

    Cerillion issued a profit warning on 14 Sep 2026; the shares moved −12% on the day.

    Stage Profit warningDirection below expectations / warningReaction on the day −12%In 12 months 1 statement in the same direction

    −20% since 14 Sep · moved 14 Sep
19. Profit outlook LPA Group LPA£11m

    Profit upgrade

    LPA Group raised its guidance on 11 Sep 2026; the shares moved +8% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +8%In 12 months 1 statement in the same direction

    +6% since 11 Sep · moved 11 Sep
20. Profit outlook Corero Network Security CNS£77m

    Profit upgrade

    Corero Network Security raised its guidance on 9 Sep 2026; the shares moved +21% on the day. It is the third such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +21%In 12 months 3 statements in the same direction

    +76% since 9 Sep · moved 9 Sep
21. Profit outlook Mortgage Advice Bureau (Holdings) MAB1£220m

    Profit warning

    Mortgage Advice Bureau issued a profit warning on 9 Sep 2026; the shares moved −20% on the day.

    Stage Profit warningDirection below expectations / warningReaction on the day −20%In 12 months 1 statement in the same direction

    −18% since 9 Sep · moved 9 Sep
22. Profit outlook Victrex plc VCT£777m

    Profit upgrade

    Victrex plc raised its guidance on 9 Sep 2026; the shares moved +16% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +16%In 12 months 1 statement in the same direction

    +4% since 9 Sep · moved 9 Sep
23. Profit outlook Inspiration Healthcare Group IHC£17m

    Results ahead of expectations

    Inspiration Healthcare Group said it is trading ahead of expectations on 8 Sep 2026; the shares moved +11% on the day. It is the fourth such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +11%In 12 months 4 statements in the same direction

    −29% since 16 Jun · moved 8 Sep
24. Profit outlook Somero Enterprises Inc. SOM£152m

    Profit upgrade

    Somero Enterprises Inc. raised its guidance on 8 Sep 2026; the shares moved +6% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +6%In 12 months 1 statement in the same direction

    +23% since 8 Sep · moved 8 Sep
25. Profit outlook Medpal AI PLC MPAL£46m

    Results ahead of expectations

    Medpal AI PLC said it is trading ahead of expectations on 7 Sep 2026; the shares moved +15% on the day.

    Stage Ahead of expectationsDirection ahead of expectations / raisedReaction on the day +15%In 12 months 1 statement in the same direction

    −4% since 7 Sep · moved 7 Sep
26. Profit outlook Concurrent Technologies CNC£250m

    FY26 guidance trend

    On 13 Jul 2026 the Board said FY26 would be at least in line with consensus. On 7 Sep 2026 it went further, expecting results ahead of consensus (revenue £52m, PBT £8m).

    Direction ahead of expectations / raisedReaction on the day +6%In 12 months 2 statements in the same direction

    Next FY26 delivery against raised expectations; busy Q4 +4% since 7 Sep · moved 7 Sep
27. Profit outlook TheWorks.Co.Uk WRKS£57m

    Profit upgrade

    TheWorks.Co.Uk raised its guidance on 7 Sep 2026; the shares moved +6% on the day. It is the second such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +6%In 12 months 2 statements in the same direction

    +78% since 21 May · moved 7 Sep
28. Profit outlook Getbusy GETB£40m

    Profit upgrade

    Getbusy raised its guidance on 7 Sep 2026; the shares moved +9% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +9%In 12 months 1 statement in the same direction

    +13% since 7 Sep · moved 7 Sep
29. Profit outlook IQE IQE£471m

    Guidance upgrades

    On 28 May 2026 IQE guided FY 2026 revenue growth above 20% and high-single to low-double-digit adjusted EBITDA. On 21 Jul 2026 it raised this to above 30% and low-teens £m, driven by InP demand for AI and data centres.

    Direction ahead of expectations / raisedReaction on the day +3%In 12 months 2 statements in the same direction

    Next H2 delivery against FY 2026 guidance −4% since 21 Jul · moved 7 Sep
30. Profit outlook Crest Nicholson Holdings CRST£169m

    Profit warning

    Crest Nicholson Holdings issued a profit warning on 3 Sep 2026; the shares moved −8% on the day. It is the third such statement in 12 months.

    Direction below expectations / warningReaction on the day −8%In 12 months 3 statements in the same direction

    +6% since 3 Sep · moved 3 Sep
31. Profit outlook Hilton Food Group HFG£645m

    Results ahead of expectations

    Hilton Food Group said it is trading ahead of expectations on 3 Sep 2026; the shares moved +12% on the day.

    Stage Ahead of expectationsDirection ahead of expectations / raisedReaction on the day +12%In 12 months 1 statement in the same direction

    +14% since 3 Sep · moved 3 Sep
32. Profit outlook TT Electronics TTG£331m

    Profit upgrade

    TT Electronics raised its guidance on 2 Sep 2026; the shares moved +11% on the day.

    Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +11%In 12 months 1 statement in the same direction

    +38% since 2 Sep · moved 2 Sep

August 2026

1. Profit outlook Hunting HTG£585m

   Middle East conflict exposure

   Middle East conflict was flagged in March 2026 as a tender slippage risk with minimal 2026 profit impact expected. By 21 Aug 2026 the delay has become material: the KOC tender re-run cuts 2026 EBITDA by c.$10m.

   Direction below expectations / warningReaction on the day −14%In 12 months 1 statement in the same direction

   Next KOC OCTG tender re-issue in Q3 2026 −13% since 21 Aug · moved 21 Aug
2. Profit outlook Ashtead Technology Holdings AT.£489m

   Middle East conflict exposure

   The Middle East conflict, unresolved since March 2026, has cut regional activity and pushed projects into 2027, prompting guidance cuts in July and August.

   Direction below expectations / warningReaction on the day −16%In 12 months 1 statement in the same direction

   +42% since 20 Aug · moved 20 Aug
3. Profit outlook iFOREX Financial Trading Holdings Ltd. IFRX£32m

   Profit warning

   IFOREX Financial Trading Holdings Ltd. issued a profit warning on 19 Aug 2026; the shares moved −22% on the day.

   Stage Profit warningDirection below expectations / warningReaction on the day −22%In 12 months 1 statement in the same direction

   −23% since 19 Aug · moved 19 Aug
4. Profit outlook Kainos Group KNOS£1,520m

   Profit upgrade

   Kainos Group raised its guidance on 18 Aug 2026; the shares moved +22% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +22%In 12 months 2 statements in the same direction

   +65% since 18 May · moved 18 Aug
5. Profit outlook Investacc Group Limited INAC£99m

   Profit upgrade

   Investacc Group Limited raised its guidance on 17 Aug 2026; the shares moved +11% on the day.

   Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +11%In 12 months 1 statement in the same direction

   +20% since 17 Aug · moved 17 Aug
6. Profit outlook Telecom Plus TEP£682m

   Profit upgrade

   Telecom Plus raised its guidance on 17 Aug 2026; the shares moved +6% on the day.

   Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +6%In 12 months 1 statement in the same direction

   +5% since 17 Aug · moved 17 Aug
7. Profit outlook GB Group GBG£354m

   Profit warning

   GB Group issued a profit warning on 14 Aug 2026; the shares moved −31% on the day.

   Stage Profit warningDirection below expectations / warningReaction on the day −31%In 12 months 1 statement in the same direction

   −31% since 14 Aug · moved 14 Aug
8. Profit outlook 4Imprint Group FOUR£1,222m

   Profit upgrade

   4Imprint Group raised its guidance on 5 Aug 2026; the shares moved +11% on the day.

   Stage Guidance raisedDirection ahead of expectations / raisedReaction on the day +11%In 12 months 1 statement in the same direction

   +0% since 5 Aug · moved 5 Aug
9. Profit outlook B90 Holdings B90£19m

   Profit upgrade

   B90 Holdings raised its guidance on 5 Aug 2026; the shares moved +3% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +3%In 12 months 2 statements in the same direction

   +43% since 5 Aug · moved 5 Aug
10. Profit outlook Synthomer SYNT£185m

    Profit upgrade

    Synthomer said it is trading ahead of expectations on 4 Aug 2026; the shares moved +11% on the day. It is the second such statement in 12 months.

    Direction ahead of expectations / raisedReaction on the day +11%In 12 months 2 statements in the same direction

    −8% since 22 Jun · moved 4 Aug
11. Profit outlook CLS Holdings CLI£189m

    Profit warning

    CLS Holdings issued a profit warning on 4 Aug 2026; the shares moved −8% on the day.

    Stage Profit warningDirection below expectations / warningReaction on the day −8%In 12 months 1 statement in the same direction

    −11% since 4 Aug · moved 4 Aug

July 2026

1. Profit outlook Colefax Group CFX£68m

   Profit upgrade

   Colefax Group said it is trading ahead of expectations on 31 Jul 2026; the shares moved +2% on the day. It is the third such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +2%In 12 months 3 statements in the same direction

   +34% since 28 Jan · moved 31 Jul
2. Profit outlook Vanquis Banking Group 20 VANQ£181m

   Returns guidance reset

   Vanquis had guided to low double digit statutory ROTE for 2026 as recently as May 2026. At the half year it cut 2026 to low single digit, as lower Credit Card yields from new customers and cautious spending moderate returns.

   Direction below expectations / warningReaction on the day −26%In 12 months 1 statement in the same direction

   Next FY26 results: dividend decision and ROTE delivery −40% since 30 Jul · moved 30 Jul
3. Profit outlook Me Group International MEGP£417m

   FY 2026 guidance cut

   On 23 March 2026 FY26 trading was in line with expectations. On 1 June 2026 the company cut FY26 PBT guidance to £69m-£74m after a weak April.

   April trend Photo.ME revenue down 17%; Wash.ME revenue up 3%Laundry rollout More than 1,300 Wash.ME installations in FY 2026 remain on …

   Next H2 trading against £69m-£74m guidance; laundry installation pace −23% since 1 Jun · moved 13 Jul

A row opens the situation with its chart and every step. Company pages also show the smaller matters – a new CEO, a plan, a contract, director buying.