Latest news with #OxfordInstruments
Yahoo
19 hours ago
- Business
- Yahoo
Oxford Instruments PLC (OXINF) (FY 2025) Earnings Call Highlights: Strong Revenue Growth and ...
Revenue Growth: 6.5% increase, particularly strong in the second half. Group Margin: Improved to 17.8% at constant currency. Semiconductor Growth: Strong double-digit growth. Cash Conversion: Rebounded to 89% from a low prior year result. Adjusted Operating Profit: Nearly 11% growth. Imaging and Analysis Margin: Improved by 60 basis points to 24.7%. Advanced Technologies Margin Improvement: 360 basis points increase. Nanoscience Sale: Sold for GBP60 million, expected to improve group margin by 190 basis points. Free Cash Flow: Nearly GBP32 million, up from GBP13.5 million last year. CapEx Expectation for FY26: Around GBP10 million to GBP12 million. Dividend Growth: Increased in a material and sustainable way. Share Buyback Program: GBP50 million announced. R&D Investment: GBP41 million, 8.2% of revenue. Order Book Visibility: Robust with orders up and backlog in line with historical norms. Warning! GuruFocus has detected 1 Warning Sign with OXINF. Release Date: June 13, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Oxford Instruments PLC (OXINF) reported a strong year with 6.5% revenue growth and nearly 11% growth in adjusted operating profit. The company announced the sale of its quantum-focused nanoscience business for GBP60 million, which is expected to positively impact group margins by around 190 basis points. The company achieved a significant uplift in group margin to 17.8% at constant currency, with strong double-digit growth in the semiconductor sector. Oxford Instruments PLC (OXINF) has simplified its structure, creating two new divisions, which allows for more focused investment in areas with better value creation potential. The company has a robust order book, providing good visibility for the year ahead, with orders up and order backlog in line with historical norms. There was continued weakness in the healthcare and life sciences sectors, with no recovery seen in the second half of the year. The company faced a nearly GBP19 million fall in revenues from China due to changes in the export licensing regime. Oxford Instruments PLC (OXINF) experienced significant currency headwinds, particularly affecting US-denominated revenues. The company took an impairment charge of around GBP26 million related to its Belfast-based imaging business, which faced operational challenges. There is continued uncertainty in the US academic sector, which represents a significant portion of the company's revenues, due to federal budget uncertainties. Q: Can you provide more detail on the momentum with commercial customers in the healthcare and life science sector? A: Richard Tyson, CEO: There are several moving parts in healthcare and life science. We are not calling it an uptick yet, but it is pleasing that it has stabilized and returned to a positive book-to-bill ratio. We are not assuming a big improvement for the year ahead but expect to improve profitability based on actions taken in Belfast. Q: How are you ensuring that pruning the portfolio does not affect the trickle-down of high-level research into more profitable products? A: Richard Tyson, CEO: We are retrenching and moving more into partnerships. The core technology is loved by customers, and OEMs want to partner with us. This strategy allows us to focus on products with more volume potential and reduces the drag on engineering resources. Q: Why sell the nanoscience business now rather than wait for more growth? A: Richard Tyson, CEO: The decision was based on the business's historical performance and future potential. We saw limited margin improvement and growth over the next five years. The inbound interest and market check indicated we got full value for it, and we are happy with the sale. Q: Why is Oxford Instruments outperforming the semiconductor market? A: Richard Tyson, CEO: The compound semiconductor business is driving growth, supported by hyperscale data centers, quantum activity, and next-gen power chips. On the silicon side, our detector business benefits from supply chain relocations and new product launches. Our regional sales efforts also contribute to this growth. Q: How does the M&A pipeline look, and what are your thoughts on buybacks if M&A is quieter? A: Richard Tyson, CEO: We have refreshed the M&A pipeline and are looking at a range of targets. We are not looking to turn things around but seek quality businesses that fit our model. Regarding buybacks, we are starting a GBP50 million program and will consider further buybacks if M&A does not progress. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
20 hours ago
- Business
- Yahoo
Oxford Instruments PLC (OXINF) (FY 2025) Earnings Call Highlights: Strong Revenue Growth and ...
Revenue Growth: 6.5% increase, particularly strong in the second half. Group Margin: Improved to 17.8% at constant currency. Semiconductor Growth: Strong double-digit growth. Cash Conversion: Rebounded to 89% from a low prior year result. Adjusted Operating Profit: Nearly 11% growth. Imaging and Analysis Margin: Improved by 60 basis points to 24.7%. Advanced Technologies Margin Improvement: 360 basis points increase. Nanoscience Sale: Sold for GBP60 million, expected to improve group margin by 190 basis points. Free Cash Flow: Nearly GBP32 million, up from GBP13.5 million last year. CapEx Expectation for FY26: Around GBP10 million to GBP12 million. Dividend Growth: Increased in a material and sustainable way. Share Buyback Program: GBP50 million announced. R&D Investment: GBP41 million, 8.2% of revenue. Order Book Visibility: Robust with orders up and backlog in line with historical norms. Warning! GuruFocus has detected 1 Warning Sign with OXINF. Release Date: June 13, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Oxford Instruments PLC (OXINF) reported a strong year with 6.5% revenue growth and nearly 11% growth in adjusted operating profit. The company announced the sale of its quantum-focused nanoscience business for GBP60 million, which is expected to positively impact group margins by around 190 basis points. The company achieved a significant uplift in group margin to 17.8% at constant currency, with strong double-digit growth in the semiconductor sector. Oxford Instruments PLC (OXINF) has simplified its structure, creating two new divisions, which allows for more focused investment in areas with better value creation potential. The company has a robust order book, providing good visibility for the year ahead, with orders up and order backlog in line with historical norms. There was continued weakness in the healthcare and life sciences sectors, with no recovery seen in the second half of the year. The company faced a nearly GBP19 million fall in revenues from China due to changes in the export licensing regime. Oxford Instruments PLC (OXINF) experienced significant currency headwinds, particularly affecting US-denominated revenues. The company took an impairment charge of around GBP26 million related to its Belfast-based imaging business, which faced operational challenges. There is continued uncertainty in the US academic sector, which represents a significant portion of the company's revenues, due to federal budget uncertainties. Q: Can you provide more detail on the momentum with commercial customers in the healthcare and life science sector? A: Richard Tyson, CEO: There are several moving parts in healthcare and life science. We are not calling it an uptick yet, but it is pleasing that it has stabilized and returned to a positive book-to-bill ratio. We are not assuming a big improvement for the year ahead but expect to improve profitability based on actions taken in Belfast. Q: How are you ensuring that pruning the portfolio does not affect the trickle-down of high-level research into more profitable products? A: Richard Tyson, CEO: We are retrenching and moving more into partnerships. The core technology is loved by customers, and OEMs want to partner with us. This strategy allows us to focus on products with more volume potential and reduces the drag on engineering resources. Q: Why sell the nanoscience business now rather than wait for more growth? A: Richard Tyson, CEO: The decision was based on the business's historical performance and future potential. We saw limited margin improvement and growth over the next five years. The inbound interest and market check indicated we got full value for it, and we are happy with the sale. Q: Why is Oxford Instruments outperforming the semiconductor market? A: Richard Tyson, CEO: The compound semiconductor business is driving growth, supported by hyperscale data centers, quantum activity, and next-gen power chips. On the silicon side, our detector business benefits from supply chain relocations and new product launches. Our regional sales efforts also contribute to this growth. Q: How does the M&A pipeline look, and what are your thoughts on buybacks if M&A is quieter? A: Richard Tyson, CEO: We have refreshed the M&A pipeline and are looking at a range of targets. We are not looking to turn things around but seek quality businesses that fit our model. Regarding buybacks, we are starting a GBP50 million program and will consider further buybacks if M&A does not progress. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
a day ago
- Business
- Business Insider
Oxford Instruments (OXINF) Gets a Buy from Deutsche Bank
Deutsche Bank analyst Richard Paige maintained a Buy rating on Oxford Instruments (OXINF – Research Report) today and set a price target of £27.50. The company's shares closed last Thursday at $24.53. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Paige is a 3-star analyst with an average return of 2.2% and a 52.63% success rate. Paige covers the Industrials sector, focusing on stocks such as QinetiQ, Halma plc, and Morgan Advanced Materials. Currently, the analyst consensus on Oxford Instruments is a Moderate Buy with an average price target of $33.78.
Telegraph
30-04-2025
- Business
- Telegraph
Don't gamble on market volatility, invest in this Oxford legacy for the long term
Questor is The Telegraph's stock-picking column, helping you decode the markets and offering insights on where to invest. Extreme stock market volatility may tempt some investors to hunt for a quick return on their holdings. Indeed, with the price levels of indices such as the FTSE 100 swinging by several percentage points on an intra-day basis, the idea of making large profits in a matter of days, or even hours, may seem plausible. The reality, though, is that short-term stock market movements are little more than random events. An infinite number of wholly unforecastable variables – including extremely fluid trade policies and comments made by world leaders – can affect equity prices over a period of hours, days and even weeks. Trying to estimate them ahead of time is a fool's errand that can quickly lead to extreme losses rather than exceptional gains. In Questor's view, a far more astute response to extreme market volatility is to buy fundamentally sound companies that offer good value for money over the long run, such as Oxford Instruments. Shares in the FTSE 250-listed firm, which designs and manufactures equipment used to analyse matter at an atomic and molecular level, have fallen by 23pc since the start of the year.
Yahoo
13-04-2025
- Business
- Yahoo
Should You Think About Buying Oxford Instruments plc (LON:OXIG) Now?
Oxford Instruments plc (LON:OXIG), is not the largest company out there, but it received a lot of attention from a substantial price movement on the LSE over the last few months, increasing to UK£21.65 at one point, and dropping to the lows of UK£15.00. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Oxford Instruments' current trading price of UK£15.82 reflective of the actual value of the small-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at Oxford Instruments's outlook and value based on the most recent financial data to see if there are any catalysts for a price change. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. The stock seems fairly valued at the moment according to our valuation model. It's trading around 6.5% below our intrinsic value, which means if you buy Oxford Instruments today, you'd be paying a reasonable price for it. And if you believe the company's true value is £16.92, then there's not much of an upside to gain from mispricing. What's more, Oxford Instruments's share price may be more stable over time (relative to the market), as indicated by its low beta. View our latest analysis for Oxford Instruments Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. Oxford Instruments' earnings over the next few years are expected to increase by 26%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value. Are you a shareholder? It seems like the market has already priced in OXIG's positive outlook, with shares trading around its fair value. However, there are also other important factors which we haven't considered today, such as the track record of its management team. Have these factors changed since the last time you looked at the stock? Will you have enough conviction to buy should the price fluctuates below the true value? Are you a potential investor? If you've been keeping tabs on OXIG, now may not be the most optimal time to buy, given it is trading around its fair value. However, the positive outlook is encouraging for the company, which means it's worth diving deeper into other factors such as the strength of its balance sheet, in order to take advantage of the next price drop. It can be quite valuable to consider what analysts expect for Oxford Instruments from their most recent forecasts. At Simply Wall St, we have the analysts estimates which you can view by clicking here . If you are no longer interested in Oxford Instruments, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
